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March 7 - Luncheon Seminar - Heckerling 2019 Update Plus Late-Breaking Post-Heckerling Developments
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This will be a fast-paced presentation as the speakers will attempt to compress 30+ hours of learning from the Heckerling 2019 Update into 1 hour.

When: March 7, 2019
Registration and Buffet Lunch: 11:30am; Presentation: 12:00 - 1:00pm
Where: Santa Clara Marriott Hotel - Seattle & Portland Conference Room
2700 Mission College Blvd
Santa Clara, California  95054
United States
Presenter: Laurelle Gutierrez, Charles (Chuck) Packer and Mark Shepherd
Contact: Wendy Ikebe

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Title: Heckerling 2019 Update Plus Late-Breaking Post-Heckerling Developments

Description: In addition to covering as much as possible from the 53rd Annual Heckerling Institute on Estate Planning, the speakers will cover post-Heckerling developments including 199A Regs., time permitting.  Topics will include: Basis, Powers of Appointment, Engagement Letters, Foreign Property Ownership by U.S. Persons, Charitable Planning, Insurance Planning, IRA Trusts, Divorce planning (after TCJA alimony change), Fiduciary Selection, as well as numerous significant rulings from 2018.  This will be a fast-paced presentation as the speakers will attempt to compress 30+ hours of learning into 1 hour.

General MCLE Credit for General Substantive Law: 1 Unit
Specialization MCLE Credit for Estate Planning: 1 Unit

Be sure to renew your membership prior to attending any event to receive the member discount.

$ 50 - SVBA Members
$ 90 - Non-Members
$ 10 surcharge for registrations on the day of the event
Parking vouchers are provided as part of your registration fee for this event.
Due to financial commitments to the venue, we cannot offer refunds after March 1, 2019.


Laurelle M. Gutierrez: Laurelle is a partner in the San Francisco and Silicon Valley offices of the global law firm McDermott Will & Emery. She has a diverse practice representing high-net-worth individuals and their families with respect to all aspects of gift, estate and generation-skipping wealth-transfer tax planning, as well as trust and estate administration. Laurelle has extensive experience in the design and implementation of sophisticated intergenerational wealth-transfer planning strategies. She advises domestic and multinational high-net-worth clients and families to develop and orchestrate innovative solutions around wealth transfer, philanthropic giving and multifaceted estate planning needs. She has advised trustees and executors with complex probate and trust administrations, including successfully representing clients in estate tax and gift tax audits.

Charles H. Packer: When not serving as the Chair of the Jerry A. Kasner Estate Planning Symposium, Chuck Packer is a Shareholder (Partner) with Hopkins & Carley, A Law Corporation, located in the Silicon Valley, where he serves as Co-chair of the Firm’s Family Wealth & Tax Planning Practice. Chuck obtained his JD/MBA from Santa Clara University in 1980 and started his professional career in the tax practice at Cooper & Lybrand (the predecessor to PwC). Chuck has practiced in the area of trusts & estates law since 1986. He provides strategic planning counsel on estate, gift and philanthropic tax planning with a primary focus on issues concerning estate planning, sophisticated wealth transfer planning and family business.

Mark R. Shepherd: Mark was admitted to the California Bar Association in December 1982 and has been a shareholder in the Crist Firm in Palo Alto, California (now called Crist, Biorn, Shepherd & Roskoph) since 1997. Mark currently serves as the Speaker Chair for the Jerry A. Kasner Estate Planning Symposium Committee. Mark has taught and lectured in the areas of taxation and estate planning for many years including recent courses at Santa Clara University School of Law and the graduate tax program at San Jose State University. Mark has appeared in U.S. Tax Court twice, including acting as co-counsel in the U.S. Tax Court case, Estate of Maria Cristofani.

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