Author Archives: JimH

May 14, 2018

Topic: Legal Legal & Regulatory Estate Planning Updates You Need to Know About Speaker: Robert Temmerman, Esq. and Patrick Kohlmann, Esq. Location: Mariani‚Äôs Restaurant 2500 El Camino Real Santa Clara, CA 95051 MAP TO REGISTER  

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April 23, 2018

Topic : Common U.S. International Tax Issues for Individuals Speaker: Jenny Lin   Location: Mariani’s Restaurant 2500 El Camino Real Santa Clara, CA 95051 MAP TO REGISTER

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March 19, 2018

Topic : The Planning, Administration and Litigation Under of the HEMS Standard in a Trust Speaker: Krista Conover, Christine Kouvaris, Esq., Erin N. Kolko   Location: Mariani’s Restaurant 2500 El Camino Real Santa Clara, CA 95051 MAP TO REGISTER

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February 26, 2018

Topic : Significant Federal Estate Tax Developments Speaker: Mike Jones, CPA   Location: Mariani’s Restaurant 2500 El Camino Real Santa Clara, CA 95051 MAP TO REGISTER      

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January 22, 2018

Topic : Financial Capacity in the Elderly: A Geriatric Psychiatrist’s Guide for Attorneys and Financial Professionals Speaker: Dr. Aazaz U. Haq   Location: Mariani’s Restaurant 2500 El Camino Real Santa Clara, CA 95051 MAP TO REGISTER  

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November 13, 2017

Topic : Banking the International Client Speaker: Bryon Botsford, WFB / Christie Olsson Brush, WFB   Location: Mariani’s Restaurant 2500 El Camino Real Santa Clara, CA 95051 MAP TO REGISTER      

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October 23, 2017

Topic : Global Fixed Income & Credit Macro Insights Speaker: Alex Lawson, Goldman Sachs   Location: Mariani’s Restaurant 2500 El Camino Real Santa Clara, CA 95051 MAP TO REGISTER  

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September 18, 2017

Topic : Transition by Design: Successful Succession of the Privately Held Business Speaker: Susan P. Rounds is a Director in the Wealth Planning Group of Deutsche Bank Wealth Management – Americas Location: Mariani’s Restaurant 2500 El Camino Real Santa Clara, … Continue reading

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