Our Speakers

Samuel A. Donaldson
University of Arizona – J.D / University of Washington – LL.M. Taxation
Professor of Law, University of Georgia School of Law. Formerly Associate Professor of Law, University of Washington. Lecturer: Northwest Tax Institute, ABA Section on Taxation, Southern California Tax & Estate Planning Forum. Author: Federal Income Taxation of Individuals, West 2005; Taxation: Corporate and Individual, Carolina Academic Press 2003.

Jonathan Blattmachr
Columbia University – J.D
Attorney and principal of Eagle River Advisors, New York NY. Lecturer: Philip Hecklinger Estate Planning Institute at the University of Miami, CPE Estate Planning Update, Southern California Tax & Estate Planning Forum. Adjunct Professor: NYU SOL in its Masters in Tax program (LL.M).

Ann Jenrette-Thomas
Western New England University School – J.D Cum Laude / Georgetown University Law Center – LLM Taxation
Chief Diversity & Inclusion Officer at Stinson Leonard Street, overseeing implementation of the firm’s Diversity and Inclusion Action Plan. Under Ann’s leadership, firm has achieved a number of successes including: A 50% increase in attorneys of color. The creation of 8 employee resource groups to foster greater inclusion, professional development, and business development among women, people of color, LGBT individuals and veterans. Additionally, she has launched a Minority Fellowship for 1L students, in addition to a 1L summer associate position with the possibility for a 2L summer associate position.

Matthew Burke
UC Hastings – J.D. Cum Laude / NYU School of Law – LL.M Taxation
Attorney in private practice Pillsbury, Long McKenna, et al Los Angeles CA. Tax Counsel III (Specialist) with the California Board of Equalization, Irvine CA. Advisor to the Board, to taxpayers, their representatives, & county assessors on legal issues related to local property tax assessment. Speaker: Southern California Tax & Estate Planning Forum.

Gerry Beyer
Texas Tech University School of Law
Faculty of the Texas Tech University School of Law. He is the recipient of dozens of outstanding and distinguished faculty awards including the Chancellor’s Distinguished Teaching Award. Prof. Beyer was also the recipient of the 2012-2013 Outstanding Researcher Award (Law) and the 2015 President’s Academic Achievement Award.

Phillip Jelsma
Stanford University – J.D.
Attorney in private practice with McKenna Long Et al, San Diego, CA. Author: Note, The Making of a Subsidy, 1984: The Tax & International Trade Implication of the Foreign Sales Corporation Legislation, 38 Stan. L. Rev. 1327 (1986). Adjunct Professor, USD School of Law, 1990 -. Speaker: Southern California Tax & Estate Planning Forum.

Keith Schiller
Boalt Hall School of Law, University of California Berkeley – J.D / Golden Gate University – M.B.A. Taxation
Schiller Law Group in Alamo, CA. Author: Estate Planning At The Movies — Art of the Estate Tax Return; IRS Clarifies, Liberalizes and Pragmatically Applies Sec. 6166 to Real Estate, BNA Estates, Gifts and Trusts Journal, September, 2006; Prozac and Estate Planning for Families. Co-lectures: Estate Tax Audit and Appeals; Estate Planning for the Closely-held Business Owner after the 2001 Tax Act.

Ryan Szczepanik
Amherst College- B.A /  Emory University of Law- J.D 
A Principal with Hartog, Baer & Hand. Mr. Szczepanik is a California Certified Specialist in Estate Planning, Trust and Probate Law. He focuses his practice on trust and estate litigation. He has tried numerous matters in both California and federal courts and has authored numerous published articles on trust and estate topics. 

Patrick Kohlmann
University of Santa Clara – J.D
Chair of the Executive Committee of the Trusts and Estates Section (TEXCOM) of the State Bar of California from 2015-2016, and served on the Executive Committee from 2008-2019, He was also a member of the Judicial Council’s Probate and Mental Health Advisory Committee.

Kevin Mohr
University of Wisconsin – M.S / Yale Law School – J.D
Professor Mohr is an authority on legal ethics and professional responsibility. He is a former Chair and Special Advisor to the State Bar of California’s Committee on Professional Responsibility and Conduct and is currently the Consultant to the State Bar of California’s Special Commission for the Revision of the California Rules of Professional Conduct. He is also a member of the Los Angeles County Bar Association’s Professional Responsibility and Ethics Committee and the Peter M. Elliott Inn of Court.

Robert J. Ambrogi
Boston College Law School – J.D.
Writes award winning blog: LawSites, is a columnist for Above the Law and the ABA Journal and hosts the LawNext podcast. He also works with the legal publishing & software company LexBlog as publisher and editor- in-chief. In 2011, Bob was named Fastcast 50, honoring “the law’s smartest, most courage innovators, techies, visionaries, and leaders.” In 2017 he received the Yankee Quill award for journalism from the Academy of New England Journalists and was honored by the ABA Journal as a Legal Regals Trailblazer.

Robert L. Kehr
Cornell University – B.A / Columbia University – J.D
Member of the California State Bar: Commission for the Revision of the Rules of Professional Conduct, 2005-2017, Committee on Professional Responsibility & Conduct (Member 1996-2001, Chair, 1999-2000, Special Advisor, 2000-01), Adjunct Professor, Loyola Law School (0017-present), American Law Institute (2011-present).

Steven E. Trytten
University of Illinois – J.D., MBA
Attorney and CPA in private practice in Glendale, CA. Co-Author with Edward V. Brennan: A Second Look At Spousal Rights In An IRA, Estate Planning Trust and Probate News (Fall-Winter, 1994). Frequent lecturer to attorneys and other professionals on advanced tax & estate planning topics. Elected Best Lawyers of America, 2002;Los Angeles County Super Lawyer.

John A. Hartog
Hastings College of Law – J.D / SOL LLM Taxation
Attorney in private practice in Orinda, CA. Certified specialist in Estate Planning, Trust and Probate Law, Taxation Law, California State Bar Association. Co-Author: California Trust Practice, Matthew Bender. Lecturer: Matthew Bender, The California Bar Association. The Southern California Tax & Estate Planning Forum.

Robert B. Fleming
Utah State University – B.S. / University of Arizona School of Law
Attorney in private practice with Fleming & Curti, Tucson, AZ and Adjunct Professor of Retirement Planning at Stetson University College of Law. His is also author: The Practical Aspects of Managing an Elder Law Practice, The Elder Law Portfolio Series, Little Brown & Company and lecturer: Southern California Tax & Estate Planning Forum.

Richard P. Green
University of South Dakota School of Law – J.D
Estate Planning officer in Rancho Mirage, Ca. Speaker on the Southern California Tax Planning Forum on Substance Abuse in the Legal Profession.