May 14, 2020 |
How to Avoid Going Broke If You, Your Parents, or Your Aging Clients Need Nursing Home Care. The Medi-Cal Option
Gene L. Osofsky, Esq.; Law Offices of Osofsky & Osofsky |
March 12, 2020 |
Enhancing the Value of a Business
Mary Ann Lerch, CFA, CBA, ASA; Valuation Consulting Group, Inc. |
January 16, 2020 |
Long Term Care: What's New?
Katy Brady, MPH, CSA |
September 12, 2019 |
Recent Developments, IRS and California Franchise Tax Board
Steven L. Walker |
August 8, 2019 |
EPCSAC Annual Bocce Ball Event
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May 9, 2019 |
What Every Estate Planning Professional Should Know About Immigration.
Sophie Alcorn, Esq. |
March 14, 2019 |
The End of Life Option Act: Assisted Suicide or Compassionate Death
Craig Judson Esq. |
January 17, 2019 |
Financial Abuse Through the Abuser's Eyes
Dr. Glenn Hammel |
November 8, 2018 |
Economic and Investment Outlook for 2019
Richard Milton |
August 9, 2018 |
EPCSAC- Annual Bocce Ball Event
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May 10, 2018 |
Practical Tips for Creating Flawless ILITs
Bob Burton |
March 8, 2018 |
Medicare Planning for Your Clients
Allan Eckman |
January 11, 2018 |
Digital Marketing: The Do's and Dont's
Michael Neuendorff |
November 9, 2017 |
Avoiding Physical and Financial Crisis in Not So Golden Years
Patricia Maxwell and Richard Lambie |
September 14, 2017 |
Final Notice: Pooled Special Needs Trusts
William Lindahl |
August 10, 2017 |
Networking Bocce Ball Events
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May 11, 2017 |
Estate Planning Paralysis
Justin Miller |
March 9, 2017 |
Diminished Capacity - Psychiatrist Guide for Estate Planning Professionals
Dr. Aazaz Haq |
January 19, 2017 |
Family Dynamics and Estate Planning
Richard M. Del Monte |
November 10, 2016 |
Insurance & Investment Strategy for Longevity
Tom O'Brian & Bob Stafford |
September 8, 2016 |
International Estate Planning Issues
Janet Brewer |
August 11, 2016 |
Networking Bocce Ball Event Invitaion
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May 12, 2016 |
Digital Estate, Social Media and Technology
Tim Maximoff, Esq. |
March 10, 2016 |
Understanding Financial Elder Abuse
Cheryl Poncini, ADA Alameda County |
January 14, 2016 |
Understanding the Interplay of Estate Planning and Family Law
Chaman Johal, Esq. |
November 12, 2015 |
Caring for Beloved Pets with Pet Trusts
Kathleen Wright, Esq. |
September 10, 2015 |
Trends in Philanthropic Giving
Sarah Lehman |
August 13, 2015 |
Social Networking Event
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May 14, 2015 |
Special Needs Planning including Tax Considerations
Mercy Hall |
March 12, 2015 |
Ethics and Malpractice Issues
Janet Everson |
January 15, 2015 |
International Assets & Estate Planning
Ron Cohen, CPA |
November 13, 2014 |
How to Avoid Needlessly Exposing Your Client’s Assets to Creditors in an Estate Plan
Mark S. Bostick, Attorney |
September 11, 2014 |
Through the Economic and Financial Markets Wormhole
Brian Pretti |
May 8, 2014 |
An Estate Planning Technique that Can Eliminate Some or All of the Income Tax Owed by Beneficiaries on 401(k) Accounts and Rollover IRAs
Barry H. Sacks, J.D., Ph.D. |
March 13, 2014 |
Contemporary Long Term Care Insurance and New Strategies: Important Changes In the Industry
Miguel A. Delgado |
January 16, 2014 |
The Effect of the Affordable Care Act (ACA) on Estates & Trusts
Mark Bole, EA, MBA |
November 14, 2013 |
Preparing Same-Sex Tax Returns in A Post DOMA World
Cynthia Leachmore, EA |
September 12, 2013 |
What Would You Do if Someone Hacked Into Your Computer or Stole Your Laptop?
Ms. Stephanie Sparks |
May 9, 2013 |
Special Needs Trusts
Lorna Drope Esq. |
March 14, 2013 |
Medi-Cal Planning as a Component of Long-Term-Care Estate Planning
Gene Osofsky Esq. |
January 10, 2013 |
Internal Revenue Service - Estate Tax
Kyle Martin, Supervisory Attorney |
November 8, 2012 |
Legal Mental Capacity: A Psychiatrist's Perspective
Dr. Fitzsimmons |
September 13, 2012 |
Taxable Installment Sales
Peter Myers Esq |
May 10, 2012 |
How to Avoid a Malpractice Claim
Janet Everson, Esq. |
March 11, 2010 |
Recent Tax Developments in Estates and Trusts
Kyle Martin, IRS Estate Tax Attorney |
January 14, 2010 |
Charitable Lead Trusts & Charitable Gift Planning
Barbara Beery, Director of Planned Giving, Children's Hospital |
November 12, 2009 |
Veterans Benefits
Gene Osofsky, Esq |
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