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April 11, 2012 Topic: March 14, 2012 TOPIC: FRTSGV member Chuck Stanislawski
and tax attorney Boyd Hudson will be discussing with us the top
tax strategies for 2012. February 8, 2012 TOPIC: Speaker: Kathie
Jo Kadziauskas January 11, 2012 TOPIC: Speaker: Pegine Grayson, JD November 9, 2011 TOPIC: Developing a comprehensive care plan which includes the following:
Speaker: Bobbi Carlson, PhD As a licensed psychologist, Dr. Carlson has been practicing in both outpatient and inpatient settings for over 30 years. Additionally, Dr. Carlson is a Professor Emeritus of Nursing at Cerritos College in Norwalk, CA and has practiced as a Marriage and Family therapist. Dr. Carlson treats individuals, couples and families, specializing in treating adults and adolescents with psychological issues relating to Trauma, Post-traumatic Stress Disorder, Dissociative Identity Disorder, Addictions, Bipolar Disorder, Depression, Anxiety, Obsessive Compulsive Disorder, ADHD, as well as psychological issues related to adult stages in life. Dr. Carlson is also a Consultant to Business and Industry, especially in the areas of communications, assertiveness skills, conflict mediation and executive coaching. Dr. Carlson is an active member of the medical staff at Aurora Las Encinas Hospital in Pasadena, CA. She is the Director of Psychological Services and the past director of the Trauma Recovery Program and Psychology Internship Program at Aurora Las Encinas Hospital. November 10, 2010 TOPIC: Speaker: "Kathy" was the first baby boomer
born one second after midnight on January 1st, 1946. 78 million
baby boomers followed. They are the largest, wealthiest age cohort
in America. Every day for the next 10 years, 10,000 Americans turn
60. Are you ready? October 13, 2010 TOPIC: This month we have the unusual opportunity
to hear directly from the leadership of the Los Angeles County Assessor’s
Office. John R. Noguez, Los Angeles County Deputy Assessor, will
speak to us. Deputy Assessor Noguez will talk about trends the Assessor’s
Office has seen in property assessments and taxes in recent years,
what they see coming in future, and how we as fiduciary professionals
can more effectively navigate working with the Assessor’s Office
on behalf of our clients, including dealing with assessments, exemptions,
etc. He is prepared to take our candid questions, so please come
prepared with questions you have always wanted to ask the Assessor
but haven’t been able to! September 8 , 2010 TOPIC: Beyond hoping we won’t ever have to pay a bail bond to get out of jail, how much do most of us know about how legal bonds work? What are the circumstances under which we or our clients or family members might be obligated to seek a bond? How is personal information used, and are credit scores affected, when a bond is obtained? What can we do to make obtaining a bond easy, or to avoid having to obtain a bond at all? What are the recent changes we should be aware of in the world of legal bonds? Will Mingram, one of the foremost legal bond professionals in California, will speak to us in September. Our Speaker: After receiving a degree in Quantitative Economics and Decision Sciences from the University of California in San Diego, Will Mingram's tenacious young spirit and impressive credentials earned him a post at Van Bokkelen Bonds & Insurance Agency. Trusted to establish a Southern California office and build a client base for this Northern California-based business, Mingram's proficiency and determination made him instrumental in the subsequent partnership agreement Von Bokkelen Bonds made to join hands with Bond Services of California. June 9, 2010 TOPIC: SPEAKER: Joe began his fiduciary and
investment career with Norwest Banks in Sioux Falls (now Wells Fargo).
He has been a Senior Trust Officer, Manager and Chief Fiduciary
Officer for several large regional and national banks over his 30
year career including Bank of America, City National Bank, Valley
National Bank of Phoenix and Bank of the West. Joe is currently and active member of the South Dakota Bar. He is an associate member of the Professional Fiduciary Assoc. of California (PFAC). He is active in PFAC and is involved with various trust and estate planning groups. Joe and his wife, Caroline, reside in Valencia, Ca. with 3 dogs and one cat. They enjoy riding their Harley Davidson motorcycles with their motorcycle club. May 12, 2010 TOPIC: The real estate industry has changed dramatically in the past few years. The mortgage fallout has prompted numerous and ongoing changes in the lending industry including changes to mortgage standards and the way appraisals are obtained. We’ll hear from William Bortz and Don McCue, two industry insiders, who also happen to be members of our group. Will and Don will explain to us just what is going on in the real estate industry, including why it is so hard to get a mortgage these days and how the appraisal process has been revamped for the worse. Our Speakers: Don McCue, Senior Loan Officer, All Reverse Mortgage. Don assists his clients with all types of residential mortgages. As a licensed financial planner and mortgage banker for 14 years and with twenty- nine years of business management and sales experience, Don offers his clients an unprecedented level of insight and advice into each borrower’s mortgage choices and the effect on the borrower’s overall financial planning. Don is an alumnus of Cal State Los Angeles and maintains active Securities, Life and Health Insurance and Real Estate Licenses. Don is a ten-year member and currently on the Board of Directors for NAIFA (National Association of Investment and Financial Advisors, holds the LUTCF designation, and has been involved in numerous community organizations. William Bortz, Senior Real Estate Appraiser/Expert Witness, Anchor Pacific Company. Will is an established senior appraiser and financial analyst active in the valuations of commercial, industrial, and investment grade properties to estimate market value, allocation of purchase price, financing, and investment decisions. He has specialized skills and training in analyzing and documenting complex mortgage and real estate matters. His focus has been on providing valuation services and analyses of financial, economic, business and valuation issues for clients in a wide array of litigated and non-litigated settings. Will also provides expert witness testimony to the Property Tax Appeals Board and during California Superior Court cases. Will holds a bachelor’s degree from Georgetown University and a MBA from Loyola Marymount University. May 12, 2010 What fiduciary hasn’t come across an estate with a California Plein Air painting or two? Just so you’ll be more educated and prepared to deal with your next important estate, Jeff Moran, Paul Fisher, and Katie Halligan of John Moran Auctioneers will share the history, importance and valuation of California Plein Air art with us. Our Speakers: Jeff Moran, Senior Vice President, Auctioneer and Appraiser. Specializing in 19th and 20th century California and American paintings, Jeff has been responsible for researching, expanding and cultivating the auction market for many Southern California artists. He meanwhile maintains a broad knowledge of antiques and fine furnishings, including rugs, silver, ceramics, jewelry, and books. Paul Fisher, Vice President Estates and Appraisals. Prior to joining John Moran Auctioneers, Inc., Paul worked for more than a decade at Christie’s International Auction House in New York. Starting in their Trusts and Estates division, he then founded and became head of Christie’s Auction Estimates Department. In 1999, he became the head of the Estates and Appraisals Department at Christie’s East. Presently, Paul heads the Appraisal Department at John Moran's and is entrusted with cultivating new clients and business development. As an appraiser Paul has appeared on several television broadcasts, including The Early Show on CBS, NBC’s Dateline, and Fox News. He has been interviewed in several periodicals, most recently the New England Antiques Journal. Katie Halligan, American Paintings Specialist. Prior to joining John Moran Auctioneers, Inc., Katie worked in the American Paintings Department of Christie’s Los Angeles, where she evaluated, researched and catalogued hundreds of California, Western, and American paintings, sculpture, and works on paper. From 1998 to early 1999, Katie worked for George Stern Fine Arts of West Hollywood, California, a gallery specializing in Early California Impressionism. At present, Katie is responsible for curating each of John Moran's thrice-annual auctions devoted to California and American paintings. Since joining the company in 2006, she has helped to secure several new auction records for important regional artists. March 10, 2010 TOPIC: Private duty home care, aka attendant/personal care, is unregulated in CA. More than half of the states in the US have adopted regulations for this type of service. California has not. The impact is detrimental to a client’s quality of care, limits California’s ability to collect payroll taxes, and increases the state’s healthcare costs for insured/underground workers. Our speaker, Neil Rotter is actively involved with the California Association for Health Services at Home, a group that seeks to elevate the services and employment conditions for the home care industry in California. Mr. Rotter will introduce us to legislative proposals under consideration. Mr. Rotter has dual Master’s Degrees in Social Work & Gerontology from USC. In his current role, Neil is the Vice-President of Business Development for the Accredited Family of Home Care Services, based out of Woodland Hills. Neil has worked for Accredited for almost 11 years and is responsible for developing solutions to improve quality of home care services, patient outcomes and enhance quality of life for individuals in our community. Mr. Rotter serves as a Board Member for the California Association for Health Services at Home and chairs its Certified Home Care Aide Organization’s Marketing Committee. February 10, 2010 TOPIC: Fiduciaries and their attorneys who practice in the area of conservatorships must navigate the waters of probate court with their fee petitions in order to be paid. Our very own Daniel G. Stubbs will share his insight and help us survive the dangerous world of fee petitions and fees on account. Daniel G. Stubbs, a long-time member of Fiduciary Round Table of the San Gabriel Valley, is the owner of Stubbs & Associates in Pasadena, providing fiduciary services for over 24 years. Mr. Stubbs is an instructor in the CSUF Fiduciary Certification Program in the areas of management of assets, fiduciary standards and practices and problems and resources for professional fiduciaries. Mr. Stubbs is a lecturer and writer in the field, and expert witness and arbitrator of fiduciary disputes. In addition, Mr. Stubbs serves on the Advisory Committees for CSUF and Professional Fiduciaries Bureau. Mr. Stubbs earned a Bachelor of Arts degree from West Virginia University followed by graduate work in education at Temple University. In his early career, Mr. Stubbs spent several years teaching high school in Philadelphia. Prior to entering the fiduciary world, Mr. Stubbs also worked in labor relations as a Union Representative and also as a consultant in labor relations, human resources and safety. January 13, 2010 TOPIC: Speaker: Trent Kiziah The purpose of a trust is to facilitate the grantor's intentions. Unfortunately, most trusts fail to accomplish the grantor’s objectives because the operative documents fail to provide sufficient guidance to the trustees. Trustees are left to administer trusts based on their concepts of what is appropriate rather than what the grantor intended. Mr. Trent S. Kiziah (Regional Fiduciary Officer, U.S. Trust, Bank of America Private Wealth Management), will explore common discretionary distribution provisions, such as the words “health, education, maintenance and support,” to see if these provisions provide real guidance to trustees. Trent drafted wills and trusts for 17 years prior to joining U.S. Trust in 2003. During the last seven years he has had to administer some of the very same trusts that he drafted. He will share with us some of the lessons he has learned and wished he had known when he was drafting wills and trusts. We're excited to hear Trent's presentation and hope you can all attend our first meeting of the New Year on January 13, 2010. December 9, 2010 TOPIC:
Holiday pressures often affect the delicate dynamics of our relationships with clients, family, co-workers and significant others. Charles L. Gustafson, a Licensed Family Therapist since 1973, will share his insights on enhancing the level of harmony and comfort in our relationships. Charles is a very entertaining speaker with a passion for his work. He will discuss the four identified types of attachment styles, the nature of the consequences of each; and the concept of “Reactive Attachment Disorder”. November 11, 2009 TOPIC: Long-term care is a situation that many of us face, whether as fiduciaries for our clients, for our family members or for ourselves. With long-term care comes the problem of paying for it. We all know that Medicare and Medi-Cal are two government programs that can help. But understanding these programs can be complicated! Our speaker Carlos Arcos will help us sort through these issues by addressing two issues: eligibility for these programs and recovery of assets by the government when services are used. Carlos Arcos is an Elder Care Planning Attorney. He received his law degree from UCLA School of Law. Carlos has more than 19 years experience counseling elderly couples who are coping with long-term illness, dementia, Alzheimer’s disease, Parkinson’s disease, and stroke-related illness. Carlos is on the board of the Bio Ethics Committee of the San Gabriel Hospital. He is a certified continuing education provider and provides in-service training to nursing homes throughout Southern California. Carlos has presented workshops and training sessions for charitable and professional organizations, including, the Los Angeles Caregiver Resource Center at the USC School of Gerontology, the Department of Aging and California Advocates for Nursing Home Reform. October 14, 2009 TOPIC: Many conservatorship estates, probate estates and trusts hold firearms, ranging from antique Civil-war-era rifles to modern handguns. As fiduciaries, what are our responsibilities and liabilities when we come across firearms? How do we safely transport and store firearms? What do we need to know about gun registration and serial numbers? Where does one go to obtain a valid appraisal of a firearm? What is the difference between a modern firearm and one that is considered an antique or curio? What are the parameters for a valid transfer of a gun to an heir? And what else do we need to know about firearms? Not only is our speaker Robert A. Arabian an estate planning attorney, he also has more than twenty years of experience in law enforcement. Prior to earning a law degree from Pepperdine Law School, Robert served for several years as an officer of the Los Angeles Police Department, protecting the citizens of Los Angeles, including during the Los Angeles riots. After graduating from law school, Robert spent several years as a Prosecutor for Ventura County. While there, he prosecuted everything from kids fighting at school to gang members shooting each other. He then returned to his real love, which is law enforcement. Robert has been serving as a Police Officer at the Simi Valley Police Department for the past 11 years. He is currently a Sergeant who oversees a group of Detectives that investigate property crime. When he is off duty, Robert prepares estate plans and assists clients with probate issues. September 2009 TOPIC: Speaker: Karen L. Combs, CFA, CIC, Managing Principal of LS Investment Advisors One year ago our financial markets were experiencing a meltdown. Since then, we have seen bank and company failures, a massive government bailout, and a substantial recovery in the stock market. But, what is really going on? How should fiduciaries look at portfolios and asset allocation for their clients? What should we do now? Karen Combs will share her experience both
as a portfolio manager and equity analyst as we consider the current
economy and markets. In her current role at LS Investment Advisors,
Karen is responsible for the management of high-net-worth portfolios
with an emphasis on tax sensitivity. She is a member of the firm’s
fixed income investment team and is actively involved in its marketing
efforts. |
