Identifying and Preparing a Business’s Future Leaders
February 12, 2024 at 9:00am – 10:00am (PDT)
ABA Trusts & Estates Section
Business Transactions, Family-Held Enterprises, Family Wealth, Private Client
10th Annual Hot Topics in Charitable Planning Seminar
January 18, 2024 at 4:30pm
Planned Giving Committee of the Regional Parks Foundation
Business Transactions, Exempt Organizations, Family Wealth, Private Client
Election Year Issues for Private Foundations and Public Charities (Webinar)
Nonprofit Education Series
April 21, 2022 at 3:30pm – 5:00pm (PDT)
Exempt Organizations, Family Wealth, Private Client, Ultra-High Net Worth
Investigations, Audits, Subpoenas, Oh My! (Webinar)
Nonprofit Education Series
October 28, 2021 at 4:00pm – 5:30pm (PDT)
Exempt Organizations, Private Client, White Collar Criminal Defense and Internal Corporate Investigations
Pushing for Diversity in Philanthropy
Nonprofit Education Series
September 23, 2021 at 3:30pm – 5:00pm (PDT)
Exempt Organizations, Family Wealth, Private Client
Insurance for Nonprofits: Managing Risk in Risky Times
Nonprofit Education Series
April 22, 2021 at 3:30pm – 5:00pm (PDT)
Insurance Recovery, Exempt Organizations, Private Client
Eviction Moratorium Updates for Nonprofits
Nonprofit Education Series
March 24, 2021 at 3:30pm – 4:30pm (PDT)
Exempt Organizations, Private Client, Real Estate
New Round of PPP Loans: What Nonprofits Need to Know
Nonprofit Education Series
February 25, 2021 at 3:30pm – 5:00pm (PDT)
Exempt Organizations, Private Client, Business Transactions
The Art of Planning for Valuable Collections
Nonprofit Education Series
January 21, 2021 at 3:30pm – 5:00pm (PDT)
Exempt Organizations, Family Wealth, Private Client, Ultra-High Net Worth
Real Estate Ownership: Tax and Estate Planning Tips
October 13, 2020 at 10:15am – 11:15am (PDT)
Real Estate Litigation and Dispute Resolution, Tax, Private Client, Family Wealth, Ultra-High Net Worth
Hot Topics Facing Nonprofit Organizations and Their Advisors in 2020
Nonprofit Education Series
June 18, 2020 at 3:30pm – 5:00pm (PDT)
Webinar
Exempt Organizations, Family Wealth, Private Client
Tax and Estate Planning Strategies for U.S. and Non-U.S. Persons in the Age of the Unicorn
October 30, 2019 11:30am – 1:30am
Farella Braun + Martel LLP
Family Wealth, International Tax and Estate Planning, Private Client, Ultra-High Net Worth
Trends, Traps, Tricks in Corporate Philanthropy, Opportunity Zone Investing, & Cyber Privacy & Security
January 31, 2019 4:00pm – 6:30pm
Dunsmuir Hellman Historic Estate
Tax, Private Client, Real Estate
All in the Family: Techniques and Pitfalls to Consider When Transferring Wineries and Vineyards to the Next Generation
February 8, 2018 at 4:00pm
Fox Fiduciary Summit
Family-Held Enterprises, International Tax and Estate Planning, Private Client, Ultra-High Net Worth, Wine