Orange County Tax & Financial Forum- November 3

You are invited to the Orange County Tax and Financial Forum, joining individuals in all areas of financial planning with top national tax and financial experts to grow business and successfully meet the needs of an expanding client base.

Register here

Orange County Tax & Financial Forum 2022 Agenda

7:30 a.m. – 8:15 a.m.      Registration and Networking

8:25 a.m. – 8:30 a.m.      Welcome and Housekeeping, Introductory Remarks -

8:30 a.m. – 9:30 a.m.      Speaker #1 - Terrence M. Franklin, JD, Partner, Sacks Glazier Franklin & Lodise, LLP - Client and Advisor Attitudes, Values and Biases In Light of Behavioral Finance

Terrence M. Franklin is a seasoned attorney with nearly three decades of experience handling trust and estates and probate litigation, disputes and appeals. His breadth of experience underscores the firm’s long-standing reputation and the reason clients turn to the firm for complex cases involving significant dollar amounts. Mr. Franklin has extensive trial and appellate experience, including successful published appeals and the landmark Moeller case, which was brought before the California Supreme Court. 16 Cal. 4th 1124.

9:30 a.m. – 9:45 a.m.      Networking Coffee Break

Welcome from CNL - Marquis Partner Welcome with Steph LaFlamme, CNL Securities 

09:45 a.m. – 10:45 a.m. Speaker #2:  Cynthia Brittain, JD, TEP, Partner, Karlin and Peebles, LLP - How to Work With People of Wealth With Assets Abroad or Who Are Newly Arrived in the United States
Cindy Brittain focuses her practice on high-net-worth multinational families and individuals who themselves and their global companies require expertise in sophisticated cross-border income and estate tax planning strategies. Working closely with family members, Cindy obtains a comprehensive understanding of their values and dynamics, ensuring that unique personal and business goals are achieved. Her extensive experience includes advising families on the complex issues relevant to pre-immigration planning, international corporate tax, and both international and domestic wealth and asset transfer strategies. Cindy also has experience with cross-border regulatory laws that affect U.S. domestic planning as well as with U.S. tax compliance under the several voluntary disclosure regimes. She is a member of the Society of Trust and Estate Practitioners (STEP) and STEP Los Angeles and serves on the Board of Directors for STEP Orange County. She is Co-Chair of the Santa Barbara County Bar Association’s Tax Committee, and she is a member of the International Tax Committees of the California State Bar and the Beverly Hills Bar Association.

10:45 a.m. -10:55 a.m.   Coffee break

11:00 a.m. – 12 p.m.       Speaker #3:  Andrew Katzenstein, JD, LL.M, Partner, Proskauer Rose, LLP - Opportunities For Advisors Based on Recent Changes in the Law or Due to New and Revised Precedents
Andrew M. Katzenstein is a partner at Proskauer Rose LLP, practicing out of the Los Angeles office.  Andy’s practice involves estate, gift, and generation-skipping tax planning, income tax of trust planning, charitable tax and administrative matters, probate and post-death administration of living trust matters, and fiduciary litigation.

He graduated from the University of Michigan in 1979 with high honors, and received his J.D. from the University of Michigan Law School in 1982 with distinction.  In 1990, Andy received his LL.M in Taxation from the University of San Diego School of Law.

Andy currently teaches in the LLM Program at UC Irvine School of law and taught Estate and Gift Tax previously at USC Law School and UCLA School of Law.  He has also taught at the University of San Diego and Golden Gate University LL.M programs. Andy is a member of the California and New York State Bars and the American College of Trust and Estate Counsel.

12:00 p.m. – 1:30 p.m Lunch

12:45 p.m. to 1:00 p.m. Presentation of the Loren Dunton Award (Travis McShane, OC FPA President)

1:00 p.m to 1:30 p.m. Partner Presentations

1:30 p.m. – 2:30 p.m.     Speaker #4:  Jonathan Mintz, JD, TEP, Partner, Evergreen Legacy Planners, LLP - Strategic Income Tax and Estate Planning Ideas For Digital Assets
Jonathan A. Mintz
lives in Evergreen, Colorado, and splits his time between Colorado and Southern California. Jonathan focuses on the areas of estate planning, long-term trust design and implementation, asset protection and inheritance preservation planning, planning for crypto assets and cryptocurrencies, strategies to enhance client privacy, and strategic international tax planning. He has an extensive clientele of affluent individuals and families with diverse domestic and international interests, including several ultra-affluent families with significant crypto holdings. Jonathan is a frequent author and regular national speaker as well as a member of the California Bar Association, the Society of Trust & Estate Practitioners (STEP), and WealthCounsel. Prior to his career at Evergreen Legacy Planning, he taught Estate Planning as an adjunct professor at the Chapman University Fowler School of Law, and he served as chair of STEP-Orange County. Away from work, Jonathan and his wife are avid cyclists who enjoy combining world travel and cycling.

2:30 p.m. – 3:00 p.m.     Networking Break and Dessert Table 

3:00 p.m. – 4:00  p.m.    Speaker #5- Timothy Kay, JD, Partner, Snell & Wilmer, LLP - How Trust, Estate and Probate Litigation Can Affect and Drive the Future of an Advisor's Practice: How to Benefit From and Prevent This Type of Litigation
Tim Kay is a Certified Specialist in Estate Planning, Trust and Probate Law, California Board of Legal Specialization. He is a partner and co-practice group leader in the firm's Private Client Services practice group. Tim's practice is concentrated in tax, trust, and estate matters with emphasis in estate planning, trust
and probate administration, and estate and gift taxation. He employs advanced estate planning techniques, including grantor retained annuity trusts, family partnerships, limited liability companies, charitable remainder trusts, defective grantor trusts, insurance planning, and the creation, qualification and funding of
public charities and private foundations. Tim handles premarital agreements and advises family law lawyers on the intersection of family law and estate planning. His practice includes significant matters involving trust and estate litigation, including post-death will and trust contests, issues involving the liability of trustees and
other fiduciaries, and the rights of beneficiaries. In addition, Tim provides advice to non-profit organizations.

4:00 p.m. – 4:15 p.m.     Concluding Remarks and Raffle Prize Presentations

4:15 p.m. – 5:15 p.m.     Wine Reception and Networking 

Mistress of Ceremonies, Evelyn Zohlen, Inspired Financial- Evelyn M. Zohlen has served on both the personal and the institutional sides of financial services for more than 20 years. She founded Inspired Financial in 2003 to provide comprehensive financial planning with a focus on serving women in transition. Prior to founding Inspired Financial, she was a Relationship Manager at The Vanguard Group where she was the trusted advisor for clients with retirement plan assets ranging from $175 million to $500 million.

Evelyn is a Certified Financial Planner™ (CFP®) professional and recently served as Chair for the Financial Planning Association (the membership association for CFP® professionals with 19,000 members!). She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.

Evelyn is married to the fabulous Mark Prendergast who shares her passion for food, wine, running (it counters the food and wine), reading and travel.

5 Hours of CFP CE,  CA CPA CE, and CA Attorney MCLE*
Attend in In Person at The Pacific Club!
FPA Members: $95, Non-members, $115

If you are not an Financial Planning Association member, your registration for this event can go towards membership. FPA Membership is a great investment for anyone in the financial planning industry and our allied professionals. Allied Professionals are those with an interest in financial planning topics and work closely with financial planners- lawyers, estate planners, and more!

Marquis Sponsor