9th Annual Hot Topics in Charitable Planning
January 31, 2023 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
Estate Planning in an Inflationary Environment: Re-Assessing Existing Plans and Techniques to Take Advantage of Increased Interest Rates
October 19, 2022 at 4:00pm
Estate Planning Council of Diablo Valley
International Tax and Estate Planning, Family Wealth, Ultra-High Net Worth
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
8th Annual Hot Topics in Charitable Planning
January 26, 2022 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
Taking Action Amid Uncertainty: Year-End Planning in Light of Pending Changes to the Gift and Estate Tax Regime
November 3, 2021 at 11:30am (PDT)
Bar Association of San Francisco
Family Wealth, Ultra-High Net Worth
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
7th Annual Hot Topics in Charitable Planning
January 14, 2021 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
Lido Consulting's 15th Annual Family Office Investment Symposium
November 19, 2020 9:10am – 9:50am
Family Wealth, Ultra-High Net Worth
Unpacking the Election Results: A Review of the New President’s Tax Plan, and the Status of Proposals in California to Impose a Wealth Tax, Increase Income Taxes and Overhaul Proposition 13
November 13, 2020 at 12:00pm
Bar Association of San Francisco
Family Wealth, Tax, 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
Becoming Election Ready: A Review of the Biden and Trump Tax Plans, and Proposals in California to Impose a Wealth Tax, Increase Income Taxes and Overhaul
September 30, 2020 at 12:00pm
STEP SF
Family Wealth, Tax, Ultra-High Net Worth
Estate Planning During Uncertain Times
Wine Industry Education Series
September 22, 2020 at 9:00am – 10:00am (PDT)
Webinar
Wine, Family Wealth, Ultra-High Net Worth
The Art of Planning for Valuable Collections
July 8, 2020 2:00pm – 3:30pm
Family Wealth, Ultra-High Net Worth
6th Annual Hot Topics in Charitable Planning
January 30, 2020 at 4:00pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
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
Planning Until Sunset: Gift, Estate, GST and Income Tax Planning Strategies Following the 2017 Tax Act
April 17, 2019 at 6:00pm
Estate Planning Council of Diablo Valley
Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
Best Practices of Mega Gifts
3/15/2018 3:30pm – 5:00pm
Farella Braun + Martel LLP
Wine, Family Wealth, Ultra-High Net Worth
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