Thursday,
Feb. 7, 2019

11:30 am – 12:30 pm
Registration & Lunch

12:30 – 1:30 pm
“Financial Planning for the Professional Athlete”
Mark Castell, Cerity Partners

1:45 – 2:45 pm
“Select Federal and CA Tax Issues Confronting Athletes and Entertainers”
Mark Hess, Fox Rothschild LLP

2:45 – 3:30 pm
Break

3:30 – 4:30 pm
“Expansion and Contraction of the Wealth Transfer and its Effects on Professionals”
Judith Pearson, Nomadx Solutions, LLC

6 – 8 pm
Welcome Reception


Friday,
Feb. 8, 2019

7:30 – 8:15 am
Breakfast

8:15 – 9:15 am
“Tax Issues in Wealth Planning Unique to Ultra-High-Net-Worth Clients”
Igor Zey, SRG, LLP
Andrew Grey, SRG, LLP


9:30 – 10:30 am
“Fiduciary Investing”
Dylan Minor, Omega Financial Group

10:45 – 11:45 am
“Celebrity Estate Evaluations”
Carolyn Mani, Heritage Auctions
Gina D’Onofrio, Heritage Auctions

11:45 am – 12:30 pm 
Lunch

12:30 – 1:30 pm
“Engaging Celebrities & Professional Athletes in Their Biggest Hidden Challenge: The Game of Life”
Carol Schaner, Gordon & Rees Scully Mansukhani, LLP
David Cahoone, David K. Cahoone, PA


1:45 – 2:45 pm
”Funding Celebrity Assets to Trust”
Lily Harris, Fox Rothschild LLP

2:45 – 3:30 pm
Break

3:30 – 4:30 pm
“The Rights of Those Who’ve Left:  Intellectual Property and other Rights That Can Be Exploited By Estates”
Lincoln Bandlow, Fox Rothschild LLP


Saturday,
Feb. 9, 2019

7:30 – 8:15 am
Breakfast

8:30 – 9:30 am
“30,000-foot view from 6 feet under: Fi-dos and Fi-don’ts – an overview of cases on fiduciary duties on celebrities and creative estates.”
Ken Abdo, Fox Rothschild LLP
Jacob Abdo, JD
Sarah Wentz, Fox Rothschild LLP


9:45 – 10:45 am          
“Are Fiduciaries Required to Proactively Consider Situs Moves? Reasons to Consider South Dakota Trust Situs”
Anne Paape, Meristem Trust Company

11 am – Noon
“Ensuring Anonymity for High-Profile Clients”
Sean Kenney, Fox Rothschild LLP
Greg Crawford, Alliance Trust Company of Nevada