https://laecf.org/Past-Programs Estate Counselors Forum upcoming events Estate Counselors Forum Wild Apricot - membership management software and more en Tue, 27 Oct 2026 10:18:13 GMT Tue, 27 Oct 2026 10:18:13 GMT Thu, 19 Nov 2026 02:00:00 GMT <p><font face="Arial, Helvetica, sans-serif" style="font-size: 16px;">In the past 2 years, there have been significant legislative and planning developments that have materially changed charitable giving strategy for high-net worth donors.&nbsp; Ms. Worley will discuss how legislation like the Secure 2.0 Act and the OBBB have changed the ways that your clients should be thinking about their charitable planning and giving, including the assets they may be using to fund their charitable work.&nbsp; Ms. Worley will also talk about some of the "hot" issues in charitable giving, such as move to non-cash assets as a preferred charitable funding tool, and the heightened scrutiny around donor advised funds and their use to fund other charities.</font></p><font face="Arial, Helvetica, sans-serif" style="font-size: 16px;">Our speaker is Carol Bradford Worley, JD, AEP, General Counsel and Assistant Corporate Secretary of the California Community Foundation and an ECF Member.</font> <p><font color="#333333" face="Arial, Helvetica, sans-serif" style="font-size: 16px;">This participatory program is approved for 1 hour of general MCLE credit, and 1 hour of Estate Planning, Trust and Probate Law legal specialization credit.</font></p> <p><font color="#333333" face="Arial, Helvetica, sans-serif" style="font-size: 16px;">Registration closes/closed on Monday, November 9, 2026.&nbsp;</font></p> https://laecf.org/event-6786380 https://laecf.org/event-6786380 Thu, 21 Jan 2027 02:00:00 GMT <font face="Arial, Helvetica, sans-serif"><font style="font-size: 16px;">We start 2027 with own two superstars: Maggie Wilson, Secretary of Estate Counselors Forum and a Partner at Weinstock Manion in Century City, and Kristina Meyer, Past President of Estate Counselors Forum and a CPA with Van Houten Tax &amp; Business Solutions in Camarillo.&nbsp; Maggie and Kristina will educate us about portability.</font></font> <p><font color="#333333" style="font-size: 16px;" face="Arial, Helvetica, sans-serif">This participatory program is approved for 1 hour of general MCLE credit, and 1 hour of Estate Planning, Trust and Probate Law legal specialization credit.</font></p> <p><font color="#333333" style="font-size: 16px;" face="Arial, Helvetica, sans-serif">Registration closes/closed on Monday, January 11, 2027.&nbsp;</font></p> https://laecf.org/event-6786394 https://laecf.org/event-6786394 Thu, 18 Feb 2027 02:00:00 GMT <p><font style="font-size: 16px;" face="Arial, Helvetica, sans-serif"><font>ECF Member Alla Kutz, Director of Trust Administration and Fiduciary Advisory</font> <font><font>Services for BMO Wealth Management, and Attorney Lauriann Wright, a Probate Litigation Attorney with Wright Kim Douglas in Glendale, will discuss d</font>rafting in retrospect and lessons to be learned.&nbsp; They'll share with us their experiences and advice about tricky situations that trust officers find themselves in that could have been avoided with better drafting.</font></font></p> <p><font color="#333333" style="font-size: 16px;" face="Arial, Helvetica, sans-serif">This participatory program is approved for 1 hour of general MCLE credit, and 1 hour of Estate Planning, Trust and Probate Law legal specialization credit.</font></p> <p><font color="#333333" style="font-size: 16px;" face="Arial, Helvetica, sans-serif">Registration closes/closed on Friday, February 12, 2027.&nbsp;</font></p> https://laecf.org/event-6786413 https://laecf.org/event-6786413 Thu, 18 Mar 2027 01:00:00 GMT <font face="Arial, Helvetica, sans-serif"><font style="font-size: 16px;">Advances in assisted reproduction have created estate planning challenges that were unimaginable a generation ago. This presentation examines the legal issues surrounding posthumous use of genetic material, the parentage and inheritance rights of children conceived after a parent's death, and the evolving interplay between California parentage law, probate law, and reproductive technology. Attendees will leave with practical guidance for identifying risks, drafting documents, and advising clients whose families may extend beyond traditional timelines.</font></font> <p><font color="#333333" style="font-size: 16px;" face="Arial, Helvetica, sans-serif">This participatory program is approved for 1 hour of general MCLE credit, and 1 hour of Estate Planning, Trust and Probate Law legal specialization credit.</font></p> <p><font color="#333333" style="font-size: 16px;" face="Arial, Helvetica, sans-serif">Registration closes/closed on Monday, March 8, 2027.&nbsp;</font></p> https://laecf.org/event-6786392 https://laecf.org/event-6786392 Thu, 29 Apr 2027 01:00:00 GMT <p><font style="font-size: 16px;" face="Arial, Helvetica, sans-serif">Judge Mary Thornton House retired in 2018 after 22 years on the bench in the Los Angeles County Superior Court.&nbsp; She now works as a Mediator with ARC-Alternative Resolution Centers.&nbsp; Since she's seen it all during her career, she'll now try to spread some of her deep knowledge to us in this wide-ranging discussion about probate litigation, what judges want and need to hear, and using mediation to resolve resolve probate disputes.</font></p> <p><font style="font-size: 16px;" face="Arial, Helvetica, sans-serif">This participatory program is approved for 1 hour of general MCLE credit, and 1 hour of Estate Planning, Trust and Probate Law legal specialization credit.</font></p> <p><font color="#333333" style="font-size: 16px;" face="Arial, Helvetica, sans-serif">Registration closes/closed on Friday, April 23, 2027.&nbsp; Note: Due to the first night of Passover, this event is being held on the 4th Wednesday in April.&nbsp;</font></p> https://laecf.org/event-6786427 https://laecf.org/event-6786427 Thu, 20 May 2027 01:00:00 GMT <font face="Arial, Helvetica, sans-serif"><span style="font-size: 16px;">Our final, in-person event of the 2026-27 season concludes with Attorneys Anna K. Soliman &amp; Kelly J. Cooksey providing us with an update and case studies about decanting.&nbsp; Ms. Soliman is special counsel in the Tax, Employee Benefits and Executive Compensation Practice Group in Sheppard's Los Angeles office, and Ms. Cooksey is a Senior Counsel with Loeb &amp; Loeb in Los Angeles.</span><br></font> <p><font color="#333333" style="font-size: 16px;" face="Arial, Helvetica, sans-serif">This participatory program is approved for 1 hour of general MCLE credit, and 1 hour of Estate Planning, Trust and Probate Law legal specialization credit.</font></p> <p><font color="#333333" style="font-size: 16px;" face="Arial, Helvetica, sans-serif">Registration closes/closed on Monday, May 10, 2027.&nbsp;</font></p> https://laecf.org/event-6786402 https://laecf.org/event-6786402 Thu, 17 Jun 2027 01:00:00 GMT <p><font face="Arial, Helvetica, sans-serif" style="font-size: 16px;">We'll end the 2026-27 season on a high note with Attorney Adam Streltzer, a former President of Estate Counselor Forum.&nbsp; Adam's practice focuses on probate, estate, trust, and fiduciary litigation, with a special emphasis in creditor's rights and judgment enforcement.&nbsp; So, no one could be better than Adam to educate us all about notices and guardians ad litem.</font></p> <p><font color="#333333" face="Arial, Helvetica, sans-serif" style="font-size: 16px;">This participatory program is approved for 1 hour of general MCLE credit, and 1 hour of Estate Planning, Trust and Probate Law legal specialization credit.</font></p> <p><font color="#333333" face="Arial, Helvetica, sans-serif" style="font-size: 16px;">Registration closes/closed on Friday, June 2, 2027.&nbsp;</font></p> https://laecf.org/event-6786437 https://laecf.org/event-6786437