12-06-2023 Saving Millions: Estate and Trust Planning
A Wealth Management Advisory Council Sponsored Event
Estate planning techniques are essential knowledge for advising high net worth families. Simple estate planning is necessary for all clients, but for clients subject to estate taxes, it is essential to be prepared with solutions. Join us as two estate and trust planning experts share their knowledge and experiences and learn some planning techniques that will empower you to provide incredible value to your clients. Would your clients like to save 40% on taxes?
If you would like your unique question answered, we welcome you to send your questions in advance to firstname.lastname@example.org
Danielle E. Miller, JD | focuses her practice in the areas of estate planning; probate and trust administration; related income, gift, estate and property tax matters; and entity formation. Her clients include high net worth individuals and families, fiduciaries, and closely held businesses.
She advises clients on the drafting of revocable and irrevocable trusts, business succession planning, charitable gift planning, and all aspects of estate administration and probate procedures. Recently, Danielle has counseled clients on issues related to cryptocurrency as it relates to estate planning and administration matters. She also works with clients to establish nonprofits and qualify them for federal and California tax-exempt status.
Danielle speaks at national and local estate planning seminars and institutes, including the USC Gould School of Law Trust and Estate Conference and the National Business Institute and she sits on the planning committee for the USC Gould Tax Institute. She previously served as an Executive Committee member of the Beverly Hills Bar Association Trusts and Estates Section.
In addition, she has been regularly named a “Best Lawyer” in trusts and estates law and was recognized among “Women of Influence” by The Best Lawyers in America. Outside the office, Danielle is an avid runner and cyclist and has completed numerous triathlons. Back To Top ^^
Susanna Kim, JD | is a Senior Associate in the private client and tax team at Withersworldwide, an international firm focused on private clients. Based in the Los Angeles office, Susanna’s practice consists of estate planning for individuals, developing sophisticated tax minimization through the use of trusts and legal entities. She also advises clients on post-death administration matters and California property tax issues. Previously, Susanna was a corporate associate at a global law firm advising registered investment managers on fund formation and SEC compliance matters. Susanna earned her J.D. from NYU School of Law and her B.A. from the U.C. Berkeley.Back To Top ^^
Members Only | Registration Fees
Registration is NOW CLOSED.
We accept the following:
If you prefer to pay by check please email email@example.com and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
Mail Check To:
CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail firstname.lastname@example.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Geoff Schneider, CFA
Yves-Marc Courtines, CFA, CFP®
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1.5 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|