Thursday,
Feb. 8, 2018

9 a.m. – 11 a.m. 
Registration

11 a.m. – 1 p.m.
Opening Lunch: “Modern Uses of Partnerships in Estate Planning”
Paul Lee, The Northern Trust Company
Thanks to our Gold sponsor, Fiduciary Real Estate Services

1 – 1:30 p.m.
Break
Thanks to our sponsor, Braun International Real Estate

1:30 – 2:30 p.m.
“Let’s Get Right to the Dirt: Real Estate Issues Affecting California Estate & Trust Practitioners”
Pete Ryan, Fox Rothschild LLP

2:45 – 3:45 p.m. 
“Tax Issues With Foreign Investments in U.S. Real Estate”
Jonathan A. Mintz, Evergreen Legacy Planning, LLP

3:45 – 4:15 p.m.
Break
Thanks to our sponsor, Wells Fargo Advisors

4:15 – 5:45 p.m.
“All in the Family: Techniques and Pitfalls to Consider When Transferring Wineries and Vineyards to the Next Generation”
Mark Weaver, Farella Braun + Martel

6 – 8 p.m.
Welcome Reception


Friday,
Feb. 9, 2018

8:15 – 9:45 a.m.
Breakfast Presentation: “Stranger Than Fiction: True Fiduciary Stories”
David Berrent and Jack Montgomery, Pais Montgomery Fiduciary

10 – 11:30 a.m.
"PC Insurance Issues in Trust Administration"
Ben Bollenbacher, Chubb Personal Risk Services and Kevin Easton, Easton Robertson Insurance Brokers

12:15 – 1:45 p.m.
Lunch Presentation:
“What to Expect When You’re Expecting to Marshal a Real Estate Asset”
Teresa Gorman, The Law Offices of Teresa Gorman, and Ruben Martinez, Fiduciary Real Estate Services (FRES)

2 – 3 p.m.
“Elder Law: A Case Study – Benefit Options for Californians With Real Estate”
Richard Scott Stewart, California Estate and Elder Law, LLP

3:15 – 4:15 p.m.
Roundtables:**

  • “Estate Planning for Digital Assets and the Effect of RUFADAA on Fiduciaries”
    George Constant, Constant Law Group and Lee Poskanzer, Directive Communication Systems
     
  • “The Importance of Accurately Valuing and Appraising Life Insurance”
    Trevor Nicholson, Ashar Group
     
  • “1031 Exchanges and Acquisition of NNN Real Property”
    Stuart Scheinholtz, Tiburon Realty Advisors
     
  • "Advanced Estate Succession for Real Estate Owners”
    Joseph Strazzeri, Strazzeri Mancini LLP

4:15 – 5 p.m.
Break

6 p.m
Dinner featuring local wines
Thanks to our Diamond Sponsors, Bond Services of California and Markel


Saturday,
Feb. 10, 2018

8 – 9 a.m.
Breakfast Presentation: “The Art Market: Business and Passion”**
Jean Tardy-Vallernaud, Gainsborough Capital Art and Finance

9:30 – 10:30 a.m.
“Art Collections: Legal Issues of Which To Be Cognizant”
Michael Heumann, Michael Heumann Art Law

10:30 – 11 a.m.
Break
Thanks to our sponsor, Wells Fargo Private Bank

11 a.m. – Noon
“Creative Estates & Celebrity Legacy Planning”
Ken Abdo and Sarah Wentz, Fox Rothschild LLP

12:30 – 2:30 p.m.
Lunch Presentation:
“Ethical Fiduciaries: Where Are They, And How Do They Do It?”
David Evans, Haight Brown & Bonesteel LLP