45th Annual UCLA/CEB Estate Planning Institute Schedule of Sessions

Live Webinar | Thursday, April 20th - Friday, April 21st, 2023 | $399

*Schedule, sessions, & speakers subject to change


Thursday, April 20, 2023

8:15 am – 9:45 am
Current California Developments
S. Andrew Pharies | DLA Piper LLP (US), San Diego

10:00 am – 11:30 am
Spendthrift Trusts & Creditor Protection
Jay Adkisson | Adkisson Pitet LLP, Henderson, NV

12:30 pm – 2:00 pm
How to Avoid Litigation in the Planning Stage
John Hartog | Hartog, Baer, Zabronksy, & Verriere, APC, Orinda, CA
Mark Poochigian | Baker Manock & Jensen, PC, Fresno, CA
Hon. Reva Goetz (Ret.) | JAMS, Los Angeles, CA

2:15 pm – 3:45 pm
Pre-marital Estate Planning & Divorce Awareness Among Estate Planners
Kim Willoughby | Willoughby & Associates, Golden, CO
Peter M. Walzer | Walzer Melcher LLP, Woodland Hills, CA

4:00 pm – 5:00 pm
IRS & Audits
Kalyani Chandra | Attorney (Estate and Gift Tax), U.S. Department of the Treasury, Fremont, CA


Friday, April 21, 2023

8:15 am – 9:45 am
Current Developments in Federal Law
Bill Sanders | McGuire Woods, Washington, D.C.

10:00 am – 11:30 pm
Multi-State Estate Planning Techniques
Michael Rosen-Prinz | Loeb & Loeb LLP, Los Angeles, CA
Elizabeth Glasgow | McDermott Will & Emery LLP, Los Angeles, CA
Bart Mowry | Maupin, Cox & LeGoy, Reno, NV

12:30 pm – 1:30 pm
Probate Code 15800 & Amendment Legal Developments
Vivian Thoreen | Holland & Knight LLP, Los Angeles, CA

1:45 pm – 2:45 pm
Top Ten Concerns for Trusts With International Concerns
Cynthia Brittain | Karlin Peebles, Los Angeles, CA


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