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Trust and Estate Conference


November 3, 2017
The Westin Bonaventure Hotel
Los Angeles

For over 40 years, USC Gould School of Law's estate planning conference has provided California practitioners with high-quality continuing education, customized for trust, estate planning and probate professionals.

Practical and Realistic Solutions to Issues in Probate, Trust, Estate Planning and Elder Law

With over 500 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 planners, professional fiduciaries, financial institution executives, underwriters, insurance advisors, wealth management professionals, paralegals, fiduciary officers and other professionals in the trust and estate planning field. Speakers typically share "how to" techniques and forms used in their practices. Attendees are provided with practical syllabus materials in both print and electronic formats, including an annually-updated Trust and Estates Directory of Los Angeles, Orange and San Diego counties. CE units are available for lawyers, accountants, financial planners and professional fiduciaries. Legal specialization credits are available in Taxation Law and Estate Planning, Trust and Probate Law.

High-Quality Education

The 43rd Annual Trust and Estate Conference featured some of the best names in trust and estate. USC Gould Professor Edward McCaffery will speak at lunch on the future of estate planning. Popular returning speakers Professor Jack Barcal (USC Leventhal School of Accounting), Jeffrey Dennis-Strathmeyer and David Lane once again kicked off the Conference with an update of recent Federal tax law, California legislation and case law. 

Other speakers throughout the day will include: Robert Barton (Holland & Knight), Gail Cohen (Fiduciary Trust International), Jeryll Cohen (Freeman Freeman & Smiley), Jody Jenkins (Fiduciary Trust International), Arnold Kahn (Holland & Knight), Linda Retz (Law Offices of Linda J. Retz), Sheri Samotin (LifeBridge Solutions), Geraldine Wyle (Freeman Freeman & Smiley) and Marshall Zolla (Law Offices of Marshall S. Zolla).

Keep checking back for the complete programming guide of the 43rd Annual Trust and Estate Conference as it becomes available.

We will again have audio recordings of the Conference available to purchase. The recordings will include all the sessions and will be delivered post-Conference. You may receive CLE credit for sessions you did not attend in person. You cannot claim additional credit for listening to the audio recording of a session you attended.

The 42nd Annual Trust and Estate Conference sold out, so be sure to register early.

Sponsorship Opportunities

There are many opportunities to sponsor the 43rd Annual Trust and Estate Conference, including the sponsorship of meals, receptions, breaks and give away items. Sponsorship starts at $3,000. Let us tailor your sponsorship opportunity to best serve your needs. Click here for more information.

Social Media

Follow us socially on Facebook/USCLawCLE and Twitter (@USCGouldCLE) for the latest news and updates on our speakers and programming. Find us online using the #USCTrust.

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