Professional Advisor Speaker Series
The Foundation's Professional Advisor Speaker Series (PASS), curated by our Speaker Series Planning Committee, is offered to professional advisors to help them better address their clients' charitable gift planning needs.
Our network of professional advisors comprises L.A. area professionals working in estate planning, accounting, financial planning, insurance, and law.
If you would like to be added to our network of professional advisors, send us an email with your name, title, company name and address, and a brief message with your request. These events are not open to the general public and we will email all invitations.
- Online session times are noted below.
- There is no fee for the sessions.
- One hour of MCLE and CPE credits may be available for each session.
Click here for a video gallery of past sessions.
2023 Professional Advisor Speaker Series Topics
Tuesday, September 12, 2023, 12:30 – 1:30 p.m.
An Update on Upcoming Beneficial Ownership Reporting Requirements Under the Corporate Transparency Act
Christina Hammervold (Loeb & Loeb)
Wednesday, October 18, 2023, 12:00 – 1:00 p.m.
Tax Consequences and Planning for Migration In and Out of California
Robert Kies (Ernst & Young)
Tuesday, November 14, 2023, 12:00 – 1:00 p.m.
My Client Wants to Set Up a Private Foundation. What Do I Tell Them? A Discussion of Charitable Alternatives.
Allan Cutrow (Mitchell Silberberg & Knupp LLP)
December 5, 2023, 12:00 – 1:00 p.m.
The Dynamics of Intra-Family Trust and Estate Litigation
Vatche Zejian (Jeffer Mangels Butler & Mitchell)