Upcoming Meetings

Breakfast meetings are held on the second Wednesday of each month at the Pasadena University Club from September through June. These meetings, from 7:00 A.M. to 9:00 A.M., include a buffet breakfast, time for networking, a brief period for business and announcements, craft talks by members, and presentations on subjects of interest to fiduciaries. Visitors are welcome and pay a guest fee for breakfast.

You are automatically subscribed to the mailing list if you are a member. If you are not yet a member, but would like to receive these emails, click here.

Please RSVP by the Friday before the event by clicking here.

GUEST POLICY: Guests are required to RSVP and pay $40. Payment is by CASH, CHECK or credit card AT THE DOOR.

Please see individual meetings to verify if Minimum Continuing Legal Education (MCLE) credits are pending.

2017 – 2018 Meeting Schedule

September 13, 2017 CAROL W. QUAN, Special Assistant, Public Affairs, Los Angeles County Office of the Assessor – “Brief Overview of Proposition 13, Supplemental Taxes, Parent-Child Exclusion, Notifying the Assessor’s Office upon the Death of a Property Owner, Senior Replacement Dwelling Benefit, Website Demonstration”

October 11, 2017 RENEE ROSE, Deputy-In-Charge, Elder Abuse Section, White Collar Crime Division – “Elder Abuse in Los Angeles County”

November 8, 2017 ARTURO TORRES, Human Services Administrator I, Workforce Development, Aging & Community Services (WDACS), Aging & Adult Services Branch – “APS Mandatory Reporting Training”

November 15, 2017, 5:30p.m. to 7:30p.m. – Fall MEMBERS ONLY Mixer – Bacchus Kitchen, 1384 E. Washington Blvd. Pasadena 91104. Please click here to RSVP by November 10 for this event.

December 13, 2017 CAROL CALANDRA, Veteran Center Specialist, Veterans’ Services, Pasadena City College – “PCC Veterans’ Program” also, *Picture Day* If you would like to get a professional headshot, photographer Colin Murray will be available after the meeting in the courtyard. FRTSGV has arranged a 50% off rate for members to pay only $75. Colin will accept cash, check or credit card. 

January 10, 2018 BOYD HUDSON, ESQ, CPA,Partner-Adams, Hawekotte & Hudson and CHARLES STANISLAWKI, MBT, CPA, President-Stanislawski & Company, Inc., a Certified Public Accounting and Business Consulting Firm – “2017, 2018 & Future Tax Planning . . . How to Avoid Painful Tax Blunders” Pending Minimum Continuing Legal Education (MCLE) credit for Attorneys and Fiduciaries

February 14, 2018 CHRIS JOHNSON, Attorney at Law – “Estate Tax Issues focusing on Hugh Hefner” Pending Minimum Continuing Legal Education (MCLE) credit for Attorneys and Fiduciaries

March 14, 2018 ERIC OLSON ESQ and RICHARD A. BROWNFIELD – Topic TBA Pending Minimum Continuing Legal Education (MCLE) credit for Attorneys and Fiduciaries

April 11, 2018 MICHAEL HARRINGTON, MD, Molecular Neurology Director, Huntington Medical Research Institutes (HMRI) – “Research on Alzheimer’s Disease”

May 9, 2018 KATHY BAZOIAN PHELPS, Diamond McCarthy LLP – “Detecting Corporate Psychopaths”

June 13, 2018 ERICK CHEUNG, M.D., Associate Medical Director, UCLA Resnick Neuropsychiatric Hospital – “A Medical Incapacity Hold Policy Detains and Protects Patients Who Lack Decisional Capacity: Issue Resolved” Pending Minimum Continuing Legal Education (MCLE) credit for Attorneys and Fiduciaries