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Event Info | Sessions | Sponsors | Event Registration |

Instructor

2 
Speakers
Doyle IV Jeremiah W.
Session: Including Capital Gains in DNI
Bio: Jeremiah W. Doyle IV is an estate planning strategist for BNY Mellon's Private Wealth Management group and a senior vice president of Bank of New York Mellon. He has been with the firm since 1981. Doyle provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. He is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. Doyle formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education; a reviewing editor of the 1041 Deskbook, published by Practitioner’s Publishing Company; and a contributing columnist for Estate Planning Review – The Journal, published by Commerce Clearing House. Doyle is a lecturer in law in the Graduate Tax Program at Boston University School of Law, teaching courses in exempt organizations, tax aspects of charitable giving, and tax aspects of marital dissolution. He received a master of laws in banking law from Boston University Law School, a master of laws in taxation from Boston University Law School, a juris doctor degree from Hamline University Law School, and a bachelor’s degree in accounting from Providence College. He served as president of the Boston Estate Planning Council and as a member of its executive committee and was a 20-year member of the executive committee of the Essex County Bar Association. He is also a member of the steering committee for the AICPA’s Advanced Estate Planning Program. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. In 2011, he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner (Distinguished). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC and CNN.

Doyle IV Jeremiah W.
Session: S-corps and Partnerships
Bio: Jeremiah W. Doyle IV is an estate planning strategist for BNY Mellon's Private Wealth Management group and a senior vice president of Bank of New York Mellon. He has been with the firm since 1981. Doyle provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. He is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. Doyle formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education; a reviewing editor of the 1041 Deskbook, published by Practitioner’s Publishing Company; and a contributing columnist for Estate Planning Review – The Journal, published by Commerce Clearing House. Doyle is a lecturer in law in the Graduate Tax Program at Boston University School of Law, teaching courses in exempt organizations, tax aspects of charitable giving, and tax aspects of marital dissolution. He received a master of laws in banking law from Boston University Law School, a master of laws in taxation from Boston University Law School, a juris doctor degree from Hamline University Law School, and a bachelor’s degree in accounting from Providence College. He served as president of the Boston Estate Planning Council and as a member of its executive committee and was a 20-year member of the executive committee of the Essex County Bar Association. He is also a member of the steering committee for the AICPA’s Advanced Estate Planning Program. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. In 2011, he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner (Distinguished). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC and CNN.

Foss Mary Kay Ann
Session: The SECURE Act and Estate Planning
Bio: Mary Kay Foss CPA is a frequent lecturer for community, professional and business groups. She has authored and presented courses for tax professionals throughout California. She has over thirty years of practical experience in advising clients about retirement, income and estate planning issues. Ms. Foss is the immediate past chair of the AICPA Trust Estate and Gift Tax Technical Resource Panel and past chair of both the Estate Planning Committee and the Committee on Taxation of the California Society of Certified Public Accountants. She is the past president of the Estate Planning Council of Diablo Valley, the East Bay Chapter of the California CPA Society and the Estate Planning Council of the East Bay. She teaches Retirement Distributions: Planning Options and Top 10 Things Financial Planners Need to Know About Estate Planning for the California CPA Education Foundation and has been quoted in California CPA Magazine as well as national publications.

Ghassomian Kevin
Session: California Income Tax in Trusts
Bio: Kevin Ghassomian focuses his practice on the personal legal needs of business owners, corporate executives, high-net-worth individuals, and their families. Kevin's representation covers all aspects of domestic and international estate planning, with an emphasis on tax minimization, asset protection, business succession, and philanthropy. Kevin also counsels individual and corporate fiduciaries on the administration of trusts and estates, including the preparation of gift and estate tax returns and defense of positions taken on those returns. Kevin previously worked in the New York City headquarters of a global investment company, where he counseled a multinational client base on complex wealth management matters, including foreign and domestic trust planning and related asset allocation strategies. Kevin leverages this background to collaborate with tax, investment, and insurance advisors, ensuring that their work is effectively integrated into the planning process. In addition to his law practice, Kevin is a frequent speaker, a published author, and a former professor of law, concentrating his scholarship on estate planning, taxation, and various wealth management topics. He also devotes time to numerous civic and charitable causes, maintaining leadership positions on several nonprofit boards.

Goldfarb Rebecca
Session: Lunch Presentation: Elder Law and Capacity Issues
Bio: Rebecca and her law partner, Dinh Luu, are estate planning and elder law attorneys. Estate planning is a life-long process that incorporates the use of wills, trusts, advance directives and powers of attorney to plan for individuals and their families. Estate planning becomes elder law when adult children begin to care for their aging parents. Elder law includes updating estate plans, establishing conservatorships, planning for state benefits, preventing elder abuse and providing counsel to families throughout the journey of aging. They also handle trust administration and probate once someone has passed away. Rebecca is experienced, compassionate and a detailed planner who provides peace of mind for her clients by creating comprehensive estate plans and updating them when needed. With every client, she strives to build life-long relationships to enable her to serve as an advocate for her clients for generations. She treats her clients like family and is passionate about her work!

Gutman Harry L.
Session: Washington Update
Bio:

Harry L. (Hank) Gutman brings to Ivins, Phillips & Barker over 45 years of tax experience and expertise that includes federal government treasury and congressional positions, full time teaching at major law schools, and law practice. As Joint Committee Chief of Staff from 1991 through 1993, Gutman was the primary nonpartisan adviser to the House Ways and Means and Senate Finance Committees concerning the technical, economic and revenue aspects of tax legislation. He also served as deputy tax legislative counsel in the Treasury Department Office of Tax Policy.

Throughout his career, Gutman has counseled major multinational corporations on various implications of tax legislative change. He has represented clients in legislative and administrative matters before the Congress, the Treasury Department and the Internal Revenue Service. He received a bachelor’s degree from the Woodrow Wilson School of Public and International Affairs at Princeton University (1963); a bachelor’s degree in jurisprudence from University College, Oxford University (1965); and a law degree from Harvard Law School (1968).


Joseph Donita M
Session: Workshop: Generation Skipping Trust
Bio:

Donita M. Joseph is a partner, tax & accounting services, at Windes, Inc. She has more than 30 years of experience in taxation issues involving estate and trust tax planning and is responsible for the firm’s estate & trust practice. As a partner in the firm’s tax & accounting services department, she also services the needs of privately held companies and individuals. Joseph’s expertise includes preparation of estate tax, gift tax, and fiduciary income tax returns, estate planning, post-mortem planning, charitable trust planning and compliance, trust and estate administration, trust and estate accounting, and income tax planning for individuals. She also has extensive experience with compliance, planning, and governance issues of nonprofit organizations, including private foundations, and leads the firm's nonprofit organization tax practice group.

Joseph earned her bachelor’s degree in business administration and accounting from Rockhurst College in Kansas City, Missouri; and her master of business taxation from the University of Southern California (USC). She is a member of CalCPA and the AICPA; trustee and CFO of Long Beach Community Foundation; and trustee of Long Beach Museum of Art. She is a past member of the AICPA Trust, Estate & Gift Technical Resource Panel; former chair of the Estate Planning Committee of CalCPA (2009-2012); and former board president of Camp Fire USA of Long Beach.


Katzenstein Andrew M.
Session: New Developments
Bio: is a partner in the private client services department in the Los Angeles office of Proskauer Rose LLP where he assists high net worth individuals, companies and charitable organizations with all aspects of tax and estate planning. He focuses his practice on tax planning matters, which include estate, gift and generation-skipping tax planning, as well as income tax of trust planning, probate and trust administration matters, resolving disputes between fiduciaries and beneficiaries, and charitable planning. Katzenstein graduated from the University of Michigan, magna cum laude, with a bachelor’s degree in political science in 1979; and from the University of Michigan Law School in 1982, with high honors, with his juris doctor degree. He received his master of laws in taxation from the University of San Diego School of Law in 1990. Katzenstein has served as chair of the Beverly Hills Bar Association’s Probate and Trust Law Section, and the Los Angeles County Bar Association’s Estate and Gift Tax Committee. He also taught estate and gift tax at UCLA Law School for more than 15 years. Katzenstein teaches the estate and gift tax course at USC Gould School of Law and is a member of the American College of Trust and Estate Counsel. He also serves on the Executive Committee of the State Bar of California’s Trusts and Estates Section.

Lurie Jonathan C.
Session: Welcome by Conference Co-Chairs
Bio:

Jonathan Lurie is a partner in the tax and wealth planning group at Venable LLP and is based in the firm’s Los Angeles office. He focuses his practice on estate planning and post-death administration, including international estate planning. Lurie has lectured in estate planning at Whittier School of Law and the University of West Los Angeles.

Lurie is a past executive committee member of the Trust and Probate Committee of the Los Angeles County Bar, a past chair of the Estate and Gift Tax Committee of the Tax Section of the Los Angeles County Bar, and a fellow of the American College of Trust and Estate Counsel. He is on the planned giving committee of Camp Max Straus Foundation. Lurie was also recognized in The Best Lawyers in America in the area of trusts and estates, and was ranked as a leading lawyer in tax estate planning in Chambers USA: America’s Leading Lawyers for Business. He was also ranked as a Southern California Super Lawyer for the family and consumer.

Lurie is a frequent speaker and author on the subject of estate planning. Some of his recent speeches include speeches for the University of Miami’s Heckerling Institute on Estate Planning, CPA Foundation, USC Tax Institute, and USC Trust and Probate Conference. He is a contributing author to the Continuing Education of the Bar’s California Will Drafting Treatise. He has also contributed to the updates in the CEB’s California Decedent Estate Practice, and has written articles for several periodicals. Lurie earned both his bachelor’s degree (in 1974) and his juris doctor degree (in 1976) from University of the Witwatersrand, Johannesburg.


Lurie Jonathan C.
Session: Ways of Deferring and Mitigating
Bio:

Jonathan Lurie is a partner in the tax and wealth planning group at Venable LLP and is based in the firm’s Los Angeles office. He focuses his practice on estate planning and post-death administration, including international estate planning. Lurie has lectured in estate planning at Whittier School of Law and the University of West Los Angeles.

Lurie is a past executive committee member of the Trust and Probate Committee of the Los Angeles County Bar, a past chair of the Estate and Gift Tax Committee of the Tax Section of the Los Angeles County Bar, and a fellow of the American College of Trust and Estate Counsel. He is on the planned giving committee of Camp Max Straus Foundation. Lurie was also recognized in The Best Lawyers in America in the area of trusts and estates, and was ranked as a leading lawyer in tax estate planning in Chambers USA: America’s Leading Lawyers for Business. He was also ranked as a Southern California Super Lawyer for the family and consumer.

Lurie is a frequent speaker and author on the subject of estate planning. Some of his recent speeches include speeches for the University of Miami’s Heckerling Institute on Estate Planning, CPA Foundation, USC Tax Institute, and USC Trust and Probate Conference. He is a contributing author to the Continuing Education of the Bar’s California Will Drafting Treatise. He has also contributed to the updates in the CEB’s California Decedent Estate Practice, and has written articles for several periodicals. Lurie earned both his bachelor’s degree (in 1974) and his juris doctor degree (in 1976) from University of the Witwatersrand, Johannesburg.