Events

International Estate Planning presentation – Santa Clara Estate Planning Council

Date: March 20, 2023
Time: 5:30 pm - 8:00 pm

Delta Hotels by Marriott Santa Clara Silicon Valley
2151 Laurelwood Rd
Santa Clara, CA 95054

What Every Estate Planner Needs to Know When Contacted by an Alien – Kasner Estate Planning Symposium

Date: September 8, 2022
Time: 2:00 pm - 3:15 pm

Santa Clara Convention Center
5001 Great America Pkwy
Santa Clara, CA 95054

Six Estate Planning Pitfalls to Avoid

Date: September 16, 2020
Time: 12:00 am - 12:00 am
Location: Webinar

Learn about the six estate planning pitfalls to avoid and why it is important to update your living trust on a regular basis.

http://financialjourney.com/estate-planning-pitfalls

Estate Planning for the FPA Silicon Valley NexGen

Date: January 31, 2019
Time: 12:00 am - 12:00 am

Abacus Wealth Partners
700 S B Street, Suite 200
San Mateo, CA 94401

Top 9 International Estate and Tax Traps for the Silicon Valley Professional – Santa Clara County Estate Planning Council

Date: November 17, 2014
Time: 12:00 am - 12:00 am

Mariani’s Restaurant
2500 El Camino Real
Santa Clara, CA 95051

Intro to International Estate Planning – Kasner Estate Planning Symposium

Date: October 25, 2014
Time: 12:00 am - 12:00 am

Santa Clara Convention Center
5001 Great America Pkwy
Santa Clara, CA 95054

Intro to International Estate Planning – Financial Planning Forum

Date: May 20, 2014
Time: 12:00 am - 12:00 am

Sheraton Palo Alto Hotel
625 El Camino Real
Palo Alto, CA 94301

International Estate Planning Strategies – East Bay Trusts and Estates Lawyers

Date: May 14, 2014
Time: 12:00 am - 12:00 am

Wendel, Rosen, Black & Dean LLP
1111 Broadway, 19th Floor
Oakland, CA 94607

Intro to International Estate Planning – SVSJ Estates & Trusts Committee

Date: October 17, 2013
Time: 12:00 am - 12:00 am

Abbott Stringham & Lynch
1550 Leigh Avenue
San Jose, CA 95125

CEB EPIC Specialist Exam for Estate Planning, Trusts and Probate

Date: October 5, 2013
Time: 12:00 am - 12:00 am

San Francisco, CA

What Immigration Lawyers Need to Know about U.S. Taxation of Non-U.S. Citizens – American Immigration Lawyers Association (AILA) Northern California Chapter

Date: September 24, 2013
Time: 12:00 am - 12:00 am

Duane Morris LLP
Spear Tower
One Market Plaza, Suite 2200
San Francisco, CA 94105

What Private Fiduciaries Need to Know in Administering Trusts and Estates with International Issues – Private Fiduciary Association of California Silicon Valley Chapter

Date: June 28, 2013
Time: 12:00 am - 12:00 am

Campbell, CA

An Introduction to International Estate Planning – Palo Alto Bar Association

Date: June 26, 2013
Time: 12:00 am - 12:00 am

Palo Alto Area Bar Association
405 Sherman Avenue
Palo Alto, CA 94306

What Family Lawyers Need to Know about International Estate Planning for Palo Alto Area Bar Association

Date: April 30, 2013
Time: 12:00 am - 12:00 am

Ming’s Restaurant
1700 Embarcadero Road
Palo Alto, CA 94303
(650) 326-8322

An Introduction to International Estate Planning for the Silicon Valley Bar Association

Date: April 17, 2013
Time: 12:00 am - 12:00 am

Hilton Santa Clara
4949 Great America Pkwy
Santa Clara, CA 95054
(408) 330-0001

An Introduction to International Estate Planning for the San Mateo County Bar Association

Date: February 21, 2013
Time: 12:00 am - 12:00 am

Elk’s Lodge
229 West 20th Avenue
San Mateo, CA 94403
(650) 345-4886

An Introduction to International Estate Planning for Young Tax Lawyers

Date: January 25, 2013
Time: 12:00 am - 12:00 am

Santa Clara University
500 El Camino Real
Santa Clara, CA 95053
(408) 554-4000

An Introduction to International Estate Planning for the CalCPA

Date: December 6, 2012
Time: 12:00 am - 12:00 am

Burr Pilger Mayer Inc. – San Francisco
600 California Street, Suite 1300
San Francisco, CA 94108
(415) 421-5757