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February 6th: Courtroom Seminar - Heckerling Update
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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 2020 Update into 1 hour.

2/6/2020
When: February 6, 2020
12:00 - 1:00pm
Where: Santa Clara County Superior Court, Department 13
191 North First Street
San Jose, California  95113
United States
Presenter: Laurelle Gutierrez, Charles Packer and Mark Shepherd
Contact: Wendy Ikebe


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Title: How the Heckerling Did It Get To Be 2020?

Fresh from the 54th Annual Heckering Institute on Estate Planning, Laurelle Gutierrez, Charles (Chuck) Packer and Mark Shepherd will discuss a Heck of a lot from the Institute, including but not limited to:

  • Shrinkage (of the stretch-IRA)
  • Growth (2020 inflation factors)
  • Magic (of grantor trusts)
  • C, or not to C (corporations)
  • Paranoia (Powell or otherwise)
  • Exit Stage Right (in light of Kaestner)
  • Friends (may be your favorite charity)
  • Gambling (with or by Grandma)
  • And a Heck of a lot more (or less)

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.

Cost: If paying by check, please bring payment with you to the event.
$ 30 - SVBA Members
$ 50 - Non-Members
$ 10 surcharge for registrations on the day of the event
We cannot offer refunds after January 30, 2020.

ABOUT THE PRESENTERS

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.

more Calendar

8/20/2020
Aug. 20th Webinar: Tax Strategies and Implications when Settling a Trust or Estate Dispute

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