by frt_admin | Nov 8, 2023 | Uncategorized
Nov. 8, 2023 Topic: The Estate of Michael Jackson and the Tax Trial of the Century A unique and dramatic presentation by a former IRS Estate Tax Attorney whose personal journey included examining Michael Jackson’s Estate Tax return, presenting at IRS Appeals,...
by frt_admin | Oct 11, 2023 | Uncategorized
October 11, 2023 Topic: Special Needs Planning for a Brighter Future Special needs trusts are used to preserve public benefits and to provide a system of advocacy for individuals with physical and/or mental disabilities. Attendees will learn how a properly designed...
by frt_admin | Sep 13, 2023 | Uncategorized
September 13, 2023 Topic: Navigating the Administration of U.S./Canadian Trusts and Estates Southern California is well known as a hot destination for both tourists and retirees. Canadians in particular, colloquially referred to as “snow birds,” flock to the beaches,...
by frt_admin | Jun 14, 2023 | Uncategorized
June 14, 2023 Topic: Would my client (and me) benefit from having an End-of-Life Doula? Do you have clients who will die or have died? The answer is simply yes, yet it can be a very overwhelming, sometimes unexpected and fearful experience for many. This interactive...
by frt_admin | May 10, 2023 | Uncategorized
May 10, 2023 Topic: High Conflict Personalities: How to Identify and Manage Them Approximately 10% of our population are High Conflict Personalities (HCP’s). An inability to manage emotions is one of the characteristics of an HCP. This presentation will help you...
by frt_admin | Apr 12, 2023 | Uncategorized
April 12, 2023 Topic: Mediation: What Works, What to Expect and How to Prepare Speaker: Susanne B. Cohen, Attorney, Hahn & Hahn LLP Susanne represents and assists aging clients and clients with disabilities, their families and their fiduciaries, to advance their...
