Trust and Estate Conference

Harvey Levin
Founder, TMZ.com
Luncheon Speaker, 2011 Trust and Estate Conference

November 18, 2011
Wilshire Grand Hotel

Trust and Estate

For over 35 years, USC Law's estate planning conference has provided California practitioners with high-quality continuing education, customized for trust, estate and probate planning professionals. Formerly known as the Probate and Trust Conference, the Conference has a proven track record of teaching practical and realistic solutions to typical problems professionals encounter in estate planning, trust administration, probate, trust and estate litigation, substantive law, client relationships and law practice economics. Speakers typically share "how to" techniques and forms used in their practices. Attendees are provided with practical syllabus materials in both print and CD formats, including an annually-updated Trust and Estates Directory. CE units are available for lawyers, accountants, financial planners and fiduciaries. Legal specialization credits are available in Taxation Law and Estate Planning, Trust and Probate Law.

The 2011 Conference

• High-Quality Education; Practical and Realistic Solutions
  While planning for this year's Conference is still underway, some of the best names in trust and estate have been confirmed.  Harvey Levin of TMZ will give what is sure to be an interesting and informative luncheon address.  Popular returning speakers Professor Jack Barcal (USC Leventhal School of Accounting), Jeffrey A. Dennis-Strathmeyer and David Lane will kick off the morning as they review critical recent California legislation and case law, and Federal tax law.  Other confirmed speakers include Chang Hoon Chae (Hoffman, Sabban & Watenmaker), Terrence Franklin (Sacks, Glazier, Franklin & Lodise), Paul Gordon Hoffman (Hoffman, Sabban & Watenmaker), Shirley Kovar (Henderson Caverly Pum & Charney), Adam Streisand (Loeb & Loeb) and Marshall Zolla (Law Offices of Marshall S. Zolla).  Confirmed topics include estate planning when you do not have to think about the Federal estate tax; ways your trustee client can get in trouble and how to avoid them; family law and estate planning crossover issues; and conservatorships and pre-death litigation.  This will be the one trust and estate conference you will not want to miss in 2011.

For a complete programming guide to the 37th Annual Trust and Estate Conference, click here.

• Networking with your Peers
  With over 450 registrants, the Conference allows professionals to learn from both the speakers and their professional colleagues in attendance. The Conference is specially crafted for attorneys, trust officers, accountants, financial institution executives, underwriters, insurance advisors, wealth management professionals, paralegals, fiduciary officers and other professionals in the trust and estate planning field.

Sponsorship Opportunities

There are many opportunities to sponsor the 37th Annual Trust and Estate Conference, including our basic sponsorship option and sponsorship of meals, receptions, breaks and give away items. Let us tailor your sponsorship opportunity to best serve your needs. Click here for more information.