2018 Agenda

Wednesday, October 17, 2018
5:30 P.M. – 9:00 P.M. Pre-Registration
6:00 P.M. – 7:00 P.M.
New California Rules of Professional Conduct Part I
Workshop A [1-hour Ethics Credit]
David M. Majchrzak and Edward McIntyre
7:00 P.M. – 8:00 P.M.
New California Rules of Professional Conduct Part II
Workshop B [1-hour Ethics Credit]
Eric R. Deitz and Edward McIntyre
8:00 P.M. – 9:00 P.M.
Addressing the Issues of Addicted Beneficiaries in Estate Planning
Workshop C [1-hour Substance Abuse Credit]
Richard P. Green | Richard P. Green & Associates | La Quinta, CA
Thursday, October 18, 2018
7:00 A.M. – 9:00 A.M. Continental Breakfast
8:00 A.M. – 11:15 A.M. [Inclues a 15-minute break]
Donaldson’s 2018 Federal Tax Update
This informative and entertaining presentation will recap the important cases,
rulings, regulations, and legislation related to federal income, estate, and gift
taxes that are of interest to estate planning professionals.
Samuel Donaldson
Professor of Law, Georgia State University College of Law | Atlanta, GA
11:15 A.M. – 12:15 P.M.
How to Avoid the Tax Inefficiencies with  “Irrevocable” Trusts and
Estate Plans After The 2017 Tax Act

What should a planner consider with the client when presented with an irrevocable
estate plan or testamentary trust that is no longer tax efficient as a result of recent
changes of law, including the 2017 Tax Act?
Keith Schiller
Schiller Law Group PLC | Alamo, CA
12:15 P.M. – 2:00 P.M. Lunch Break
2:00 P.M. – 4:00 P.M.
(1) Critical New Life for Non-Grantor Trusts: Why Estate Planners Need to
Turn Their Attention
Somewhat Away from Estate Tax Reduction to Generating
Income Tax Benefits in The Planning 
Process. [1 Hour].
(2) Searching for Basis in Estate Planning: How and Why Non-Grantor Trusts
May Be the Most
Potent Weapon in Dealing With the $10,000 Annual Deduction
Limit on State and Local Taxes [1 Hour]

Jonathan G. Blattmachr
Pioneer Wealth Partners | New York, NY
4:00 P.M. – 4:15 P.M. Break
4:15 P.M. – 5:15 P.M.
Choice of Entity after Tax Reform
Phillip Jelsma
Crosbie Gliner Schiffman Southard & Swanson LLP | San Diego, C
5:15 P.M. – 6:15 P.M.
Diversity and Inclusion [1 Hour MCLE Elimination of Bias Credit]
Karen H. Hester, Chief Executive Officer, Center for Legal Inclusiveness

Friday, October 19, 2018
7:00 A.M. – 8:00 A.M. Continental Breakfast
8:00 A.M. – 9:00 A.M.
Structuring Directed Trust Provisions: Granting Powers to Non-Trustees
Cynthia D.M. Brown, President
Commonwealth Trust Company | Wilmington, DE
9:00 A.M. – 10:00 A.M.
Cyber Estate Planning and Administration
Gerry W. Beyer
Professor of Law, Texas Tech University School of Law | Lubbock, TX
10:00 A.M. – 10:15 A.M. Break
10:15 A.M. – 11:15 A.M.
Planning to Minimize or Eliminate California and Other State Income Taxes on Trusts
Richard (Dick) Nenno, Senior Trust Counsel and Managing Director, Wilmington Trust Company
11:15 A.M. – 12:15 P.M.
Trusts as Beneficiaries of Retirement Accounts or What Could Possibly Go Wrong?
Nancy H. Welber (comes highly recommended by Natalie Choate)
Nancy H. Welber, P.C. | Farmington Hills, MI

12:15 P.M. – 2:00 P.M. Lunch Break
2:00 – 3:00 P.M. Workshops
WS #1: California 2018 Developments Affecting Estate Planning, Trusts, Probate, Conservatorships and Guardianships
Robert Temmerman
Temmerman Cilley & Kohlmann LLP | San Jose, CA

WS #2: You Can Do That with a Private Foundation
Jeffrey D. Haskell, Foundation Source, Fairfield, CT

WS #3: Trusts as Beneficiaries of Retirement Accounts: Real Life Case Studies
Nancy H. Welber

WS #4: Funding Living Trusts with Real Property:
Special Considerations and Forms
Heather Johnston | Sapphire Law Group | Folsom, CA

WS #5: Your Ethical Duty to Be Technologically
Competent: Understanding the Technological Risks of Your Practice
John T. Rogers, Jr. | Rogers Trust Law | Los Angeles, CA
3:15 – 4:15 P.M. Workshops
WS #6: California Real Property Taxation: The Parent/Child Exclusion and Change in Ownership
Matthew F. Burke
Law Office of Matthew F. Burke | Los Angeles, CA

WS #7: Planning to Minimize or Eliminate State Income Taxes on Trusts
Richard Nenno

WS #8: Prosecuting and Defending Claims against
Estates and Trusts
Charles M. Riffle and Sarah Brooks
Aaron Riechert Carpol & Riffle APC | Redwood City CA

WS #9: Leveraging Technology in Your Small Firm  Practice
Aastha Madann
Madaan Law, P.C | Long Beach CA

WS #10: Wall Street’s Secrets – Three Things Most Financial Advisors Don’t Want You to Know
Paul Hynes
President HearthStone | San Diego CA
4:30 – 5:30 P.M. Workshops
WS #11: California Real Property Tax Issues in Estate Planning & Post-Mortem Planning
Matthew F. Burke

WS #12:Estate, Gift and GST taxes: Workshop in Which Your Questions Set the Agenda
Keith Schiller

WS #13: Collecting Judgments against Estates and Trusts
Charles M. Riffle and Sarah Brooks

WS #14: The Private Trust Company Solution
James P. Weller
Greenway Capital Advisors LLC

WS #15: Maximizing Charitable Planning with Non-Cash Assets: A Case Study Approach
Bryan K. Clontz
Founder and President of Charitable Solutions, LLC
Denise Schuh
Managing Director, Legal Counsel
Charles Schwab Charitable
Saturday, October 20, 2018

8:00 A.M. – 1:15 P.M.[One 15-minute break]
The Intersection of Fiduciary Accounting and Trust Income Taxation with a Detailed analysis of Form 1041
Jacqueline Ann Patterson
Buchanan & Patterson LLP | Los Angeles CA
1:15 P.M.
Adjournment