Sacramento Estate Planning Council Golf Tournament

SEPC is hosting their annual golf tournament on Wednesday May 16th. I received this email and thought some of you might be interested.

Please join us for the Sacramento Estate Planning Council’s 2012 Annual Meeting, which will be held on Wednesday, May 16th at Haggin Oaks’ Allister MacKenzie Golf Course, located just west of Business 80 and Fulton Avenue.

EVENT SCHEDULE

18-Hole Scramble Golf Tournament

11:30am – 1:00pm: Registration, Warm up on Driving Range & Boxed Lunch, Putting Contest

1:00pm – 6:00pm: Golf

5:00pm – 6:00pm: Golf Clinic

6:00pm – 7:30pm: Cocktails, Dinner (served buffet-style at 6:30), Awards and Raffle

Tournament Format: As usual, it will be a scramble format, where each player tees off and the best shot is selected. All players play their next shots from that spot and follow this procedure on all shots until holed out.

The clinic is perfect for those would-be golfers wanting to fine tune their game for next year’s tournament or beginners wanting to see if the game is for them.

COST

The cost for golf tournament and dinner is:

* $100 for SEPC members

* $120 for non-members

The cost for the clinic and dinner is:

* $50 for SEPC members

* $60 for non-members

For those who just want to attend the dinner, the cost is:

* $30 for SEPC members

* $40 for non-members

To register for the event, click on the link below.

Registration closes on Monday, May 14 at 5:00pm
Refund Policy: Sacramento Estate Planning Council has a 48 hour cancellation policy for dinner events.

SPONSORSHIP OPPORTUNITIES

There are plenty of sponsorship opportunities available for those wanting to support SEPC or to promote their business to SEPC members and guests. Sponsorship opportunities include the following:

Drinks on the Links and Dinner Sponsor (2 sponsorships at this level): $1,000 (includes full registration fees for 4 member or non-member golfers)

Beer Hole, Margarita Hole, Snack Hole, Wine Hole, Chair Massage Sponsor (5 sponsorships at this level): $450 (includes full registration fees for 2 member or non-member golfers)

Hole Sponsor (9 sponsorships available at this level): $225 (includes full registration fee for 1 member or non-member golfer) or $150 (does not include registration fee)

To register for a sponsorship only, please click on the link below.

If you have any questions about the Annual Meeting, or want to make a request to be in a particular group, please e-mail Mike Bennett at mike@generationslaw.com.

Posted on May 9, 2012 by Taylor in Uncategorized Leave a comment

Get Published in the “California Tax Lawyer”

I received this letter from a member of Bay Area chapter of the Young Tax Lawyers. It sounds like a great opportunity.

“There is an outstanding opportunity to get published on May 15!

Everyone says published articles benefit you (and your fellow lawyers) in so many ways, and it’s true. Supervising attorneys are impressed, and happy to have the visibility for the firm. If you are a solo, it enhances credibility. An article does double duty as content for a CLE presented for a YTL event (we will make a place for you in the schedule and help find a co-presenter if you prefer), the Barristers Tax or Estate Planning sections of your county bar association, or even a California Bar annual meeting. That’s more credibility for you (and your firm).

So why not write for the California Tax Lawyer, that olive green magazine you receive periodically from CalBar. Be honest: you always scan the table of contents to see if someone you know is among the authors. Be one of those people! Don’t worry about the topic. If it interests or baffles you, there is an audience.

Article length is between 4,000 and 10,000 words, or four to eight pages, double-spaced. Use a writing style that is professional and comfortable for you, as though you were having a conversation with a fellow YTL’r or a client. While the work should be buttoned-up, this isn’t law review. Include citations you would want if you were reading the piece. Editorial guidelines are here: http://taxation.calbar.ca.gov/LinkClick.aspx?fileticket=I9jS5QO8khk%3d&tabid=1481.

If you can’t manage a full article for the next issue but you have an idea for a legal short, the “Some Quick Points” section is perfect for you. Put 400 words on the page and you are published. Take a position on a recent case or some practice procedural quirk you think should be changed.

The most difficult step is the first one. Start typing! Remember – the submission deadline is May 9.”

Posted on April 12, 2012 by Taylor in For Lawyers, Sacramento Young Tax Lawyers 1 Comment

Event – Sacramento Young Tax Lawyers

Sacramento Young Tax Lawyers Event

Michael C. Hamersley, Esq., MBA, will be speaking to YTL on “Ethical Dilemmas in the Practice of Tax Law.” Mr. Hamersley will discuss the ethical lessons to be drawn from the KPMG tax-shelter controversy and the ethical dilemmas and consequences faced by corporate whistleblowers. He will discuss his time as a tax manager in the mergers and acquisitions department of KPMG’s tax practices division, as well as his testimony before the US Senate Finance Committee regarding abuses in the tax-shelter area.

Details of the event are as follows:

Who: Michael C. Hamersley, Esq., MBA

What: Ethical Dilemmas in the Practice of Tax Law

Where: Boutin Jones, 555 Capitol Mall, Suite 1500

When: Thursday, April 19, 2012 from 5:30 to 7:30 p.m.

Why: Light refreshments will be provided and MCLE credit will be offered for Taxation Section members

RSVP: Shellie.Hughes@boe.ca.gov

Posted on April 10, 2012 by Taylor in For Law Students, For Lawyers, Sacramento Young Tax Lawyers Leave a comment

Sacramento Estate Planning Council (SEPC) – Golf Tournament

Hello my faithful readers. The annual Sacramento Estate Planning Council (SEPC) golf tournament is scheduled. The official announcement has not gone out yet but I’ve received word from a reliable source detailing the event.

This information is subject to change!

Event Schedule

18-Hole Scramble Golf Tournament

11:30am – 1:00pm: Registration, Warm up on Driving Range & Boxed Lunch, Putting Contest

1:00pm – 6:00pm: Golf

5:00pm – 6:00pm: Golf Clinic

6:00pm – 7:30pm: Cocktails, Dinner (served buffet-style at 6:30), Awards and Raffle

Tournament Format: As usual, it will be a scramble format, where each player tees off and the best shot is selected. All players play their next shots from that spot and follow this procedure on all shots until holed out.

Dinner & Golf

* $100 for SEPC members

* $120 for non-members

Dinner & Clinic Only

* $50 for SEPC members

* $60 for non-members

Dinner Only

* $30 for SEPC members

* $40 for non-members

Posted on April 10, 2012 by Taylor in For Lawyers, Sacramento Estate Planning Council Leave a comment

Sacramento Estate Planning Council

McGeorge Estate Planning Club

The McGeorge Estate Planning Club held their annual elections on April 5. The newly elected president, Christian Baldree, has an ambitious plan for the direction of the society, which includes two technical events in 2012-2013. With a sizable network of financial planners and CPAs, Christian will be a great president and take the club to a new level.

Good luck.

Posted on April 8, 2012 by Taylor in For Law Students, For People Leave a comment

Student night for Sacramento Estate Planning Council dinner!!!

The Board of the Sacramento Estate Planning Council has designated our April 18th dinner meeting as student night and would like to invite members of McGeorge’s Estate Planning Club to attend as guests of the Council, stay for dinner and enjoy the presentation. The meeting will be held at the Sutter Club, with cocktails at 5:30, dinner at 6:15.

The presentation for the evening is “Professional Advisors’ Guide to Philanthropy” by Pamela Davidson. This session highlights popular uses of charitable gift plans during lifetime that can save for retirement, help grandchildren through college, even provide income to a surviving spouse or partner without giving them assets that could be taxed twice. Certain plans are revocable and highly flexible, some funded most advantageously with appreciated assets or highly taxed assets like retirement plans, even a farm, home or vacation home that donors can live in during life. These plans usually further the personal planning goals of a donor and family, often making them a philanthropist of a level not thought possible.

Also, at that meeting, we plan to present McGeorge with the Council’s annual contribution to its scholarship/endowment fund, and we have invited Professor Manolakis to attend to accept this contribution.

Please pass this invitation along to all of the club members, and ask them to RSVP to Raquel Altavilla at raltavilla@comcast.net. Thanks!

Posted on April 6, 2012 by Taylor in For Law Students Leave a comment

Last Meeting – McGeorge Estate Planning & Trust Club

Hey all,

The last meeting of the McGeorge Estate Planning and Trust club will be this week. We will be in Classroom G on Thursday April 5 at 5-6:00 p.m. At the meeting we will be discussing an upcoming SEPC dinner, Wills for Heroes, and our next year’s schedule. Most importantly, we will be having an election for next year’s officers. If you have been inactive this year and want to do more for the club next year, this is the meeting for you!

Secondly, as another reminder the Sacramento Estate Planning Council will be holding a meeting on April 18 at 5:30 p.m. at the Sutter Club. The topic will be Professional Advisors’ Guide to Philanthropy. Also present at the meeting will be legendary McGeorge professor Christine Manolakas, who will receive a large amount of money for scholarship purposes. So be sure to come to this meeting and show your support!

Good Luck With Finals,

Roger Kosla

Posted on April 1, 2012 by Taylor in For Law Students Leave a comment

Wealth Counsel(TM) may be moving into consumer market

If you are an estate planning lawyer and haven’t heard of Wealth Counsel you may need to visit a few more conferences this year. But chances are you have heard of them and know what they are all about. They are a large estate planning services provider that is slowly (and I mean slow) creating new technologies for estate planners to use in the field. GunDocx, a trust for guns, is is one of the more outrageous examples of services that came out this year.

However, there is evidence that Wealth Counsel is growing more rapidly than it’s other competitors and has an eye on an even bigger market. The consumer market. That’s right. Wealth Counsel may be going the way of Nolo and cutting out the estate planner middleman. I wouldn’t have believed it myself until I went to estateplanning.com, a domain name long held by squatters, has been recently purchased by Wealth Counsel. The website features a beautiful logo of a hand holding a tree.

Now I could be wrong. Wealth could just be creating another service for attorneys. However, my design and business savvy tells me otherwise. If you know anything about this development please email – I’d love to chat.

UPDATE: Wealth Counsel has removed it’s holding page from estateplanning.com — very bizarre. My guess is that their web development company accidentally put something up and then took it down. Stay Tunned.

Posted on March 25, 2012 by Taylor in For Lawyers Leave a comment

Official – I am a Sacramento Estate Planning Council Award Recipient!

To: SEPC

Thank you so much for considering me for this award. Special thanks to Gina Lera and Professor Manolakas who encouraged me to apply for this award.

Good morning,

Congratulations on being selected as a 2011-12 Sacramento Estate Planning Council Endowed Scholarship recipient. The Council would like to extend an invitation for you to join them at their Technical Forum as their guest. The Technical Forum is being held in the Lecture Hall on Thursday, January 26, 2012. The schedule of events is listed below. Understandably, this may be a class day for you in which case, we hope you may join us for lunch in the Lecture Hall. An awards presentation will take place during lunch, and we hope you can attend.

Please feel free to contact me if you have any questions or I can assist you with your registration.

Thank you,

Sally

SEPC Technical Forum I Thursday, January 10, 2012 I McGeorge Lecture Hall

7:30 am           Registration and Continental Breakfast

8:00 am           Opening Remarks

8:10 am            Steve Oshins, Asset Protection Other than Self-Settled Trusts

10:10 am         Break

10:25 am         Howard M. Zaritsky, Practical Estate Planning in 2012 and Select Tax-Saving Techniques for Real Clients

12:20 pm          Lunch – Sponsored by First Northern Bank Asset Management & Trust Department

1:20 pm            Howard M. Zaritsky, Practical Estate Planning in 2012 and Select Tax-Saving Techniques for Real Clients (continued)

2:30 pm            Q & A with Howard M. Zaritsky

2:45 pm            Break

3:00 pm            Benjamin A. Koplan, Obligations of the Trusted Advisor: Addressing Risk in Today’s World of Compliance, Transparency and Fiduciary Responsibility

4:00 pm            Robert P. Schweihs, Valuation Adjustments for Estate and Gift Tax Purposes

5:00 pm            Closing Remarks

5:15 pm            Wine Reception – Sponsored by Mechanics Bank Wealth Management

UPDATE: This event was fantastic!!! Thanks again!

Posted on January 10, 2012 by Taylor in Uncategorized Leave a comment