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Trust and Estate Conference

November 16, 2018
The Westin Bonaventure Hotel
Los Angeles

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

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.

Confirmed speakers and topics include: Noted political commentator Dr. Sherry Bebitch Jeffe (USC Sol Price School of Public Policy) reviews the November elections and explains what comes next in a special luncheon keynote; Jeffrey Dennis-Strathmeyer, David Lane (USC Gould School of Law) and Erin Prouty (Hoffman, Sabban & Watenmaker) cover the popular recent developments in probate and trust and their practical applications; Adam Streisand (Sheppard, Mullin, Richter & Hampton) and Douglas Lawson (Saks Glazier Franklin & Lodise) explain how to litigate against parties with diminished capacity; Richard Ayoob (Ajalat, Polley, Ayoob & Matarese) explores changes in ownership law for estate planners and how to deal with property and transfer tax traps. Jeryll Cohen (Freeman, Freeman & Smiley) presents a practical session on the planning, drafting and administration of diverse assets; Michael Rosen-Prinz (McDermott Will & Emery) and Thomas Ward (McDermott Will & Emery) discuss tax considerations for trust administration and choice of entity in 2018 and beyond; and Kenneth Wolf (Freeman, Freeman & Smiley) addresses the unique issues affecting the sole practitioner and small firm when planning for disability, retirement and death.

The full program brochure is not yet available. Click here for a preview of this year's program. Recent Conferences have sold out, so be sure to register early. Early Bird discounts end October 19th.

Sponsorship Opportunities

There are many opportunities to sponsor the 44th Annual Trust and Estate Conference, including the sponsorship of meals, receptions, breaks and give away items. Basic Sponsorship starts at $3,000 and includes ticketing, publicity, exhibiting and other benefits depending on sponsorship level. Let us tailor your sponsorship opportunity to best serve your needs. Click here for more information.

Social Media

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