The Gathering & Fiduciary Attorney Summit: Strategies for Exit PlanningWhen: October 26 -27, 2025 Hosted By: Fox RothschildLocation: The Westin South Coast PlazaPeople: Peter S. Myers
Fiduciary Attorney Summit 2024When: November 18-20, 2024 Hosted By: Fox Rothschild and Strazzeri Mancini LLP Location: Santa Barbara, CA People: Peter S. Myers, Justin D. Prueitt, Sean R. Kenney, Sue Hong, Eric A. Bevan
A Pre-Immigration Primer: Smart Tax Strategies for the High-Net-Worth International FamilyWhen: November 14, 2023Hosted By: Hong Kong Association of Northern CaliforniaLocation: WebinarPeople: Peter S. Myers, Scott M. Snyder
2023 Fiduciary Attorney SummitWhen: November 6-8, 2023 Hosted By: Fox Rothschild LLPLocation: Santa Barbara, CA People: Peter S. Myers
Breakfast Reception in Connection With the 2023 IBA Annual Conference in ParisWhen: October 31, 2023Hosted By: Fox Rothschild LLPLocation: Hyatt Regency Paris ÉtoilePeople: Sarah B. Biser, Peter J. Tucci, Erika Levin, Wansheng Jerry Liu, Ph.D., Peter S. Myers
2022 Fiduciary Attorney SummitWhen: November 8-10, 2022Hosted By: Fox Rothschild LLPLocation: Santa Barbara, CA People: Peter S. Myers
Lawyers in Transition: Succession Planning for Trust and Estate AttorneysWhen: July 20, 2021Hosted By: Wealth CounselLocation: WebinarPeople: Peter S. Myers
Growing A Practice Through Building Attorney NetworksWhen: July 14, 2021Hosted By: Wealth Counsel and California ForumLocation: WebinarPeople: Peter S. Myers
How Much Is Too Much? Trustee Compensation and an Analysis of California Rules of Court 7.776When: May 05, 2021Hosted By: The Bar Association of San FranciscoLocation: WebinarPeople: Peter S. Myers
Current Developments in Nevada and California Law,When: November 01, 2020Hosted By: Northern Nevada Annual Estate Planning ConferencePeople: Peter S. Myers
Serving as an Expert Witness in Trusts and Estates LitigationWhen: November 01, 2020Hosted By: CPA AcademyLocation: WebinarPeople: Peter S. Myers
California Income Taxation of Departing [Soon To Be Former] Residents And Their TrustsWhen: September 01, 2020Hosted By: CPA AcademyLocation: WebinarPeople: Peter S. Myers
Business Succession PlanningWhen: August 01, 2019Hosted By: Wealth Counsel SymposiumLocation: Boston Park Plaza HotelPeople: Peter S. Myers
2019 Fiduciary Attorney SummitWhen: February 07, 2019Hosted By: Fox Rothschild LLPLocation: The Ritz-Carlton Bacara, Santa BarbaraPeople: Peter S. Myers, Sean R. Kenney, Kenneth J. Abdo, Sarah J. Wentz
2018 Year-End Tax Planning: Basics and BeyondWhen: December 19, 2018Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Peter S. Myers, Sean R. Kenney
The Alphabet Soup of Advanced Trusts, Administering the TrustWhen: October 16, 2018Hosted By: South Placer Estate Planning Council Monthly Dinner MeetingLocation: La ProvencePeople: Peter S. Myers
Estate Planning for Special Cases: Athletes, Celebrities, Entertainers, and Selected OthersWhen: July 31, 2018Hosted By: Wealth Counsel SymposiumLocation: San Diego, CAPeople: Kenneth J. Abdo, Peter S. Myers
Pacific Currents: California Income Taxation of Departing Residents & Their TrustsWhen: July 13, 2018Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Peter S. Myers
Pacific Currents: State Law and Tax Updates & EssentialsWhen: June 08, 2018Location: WebinarPeople: Peter S. Myers
Taxes, Control and Cash Flow: Personal Planning Before, During and After the Sale of a BusinessWhen: February 23, 2018Hosted By: The Gathering 2018, by Laureate Center for Wealth AdvisorsLocation: The Westin San Diego Gaslamp QuarterPeople: Peter S. Myers, Sean R. Kenney
Taxes, Control, and Cash Flow: Personal Planning Before, During and After the Sale of a BusinessWhen: February 23, 2018Hosted By: Laureate Center for Wealth AdvisorsLocation: The Westin Gaslamp Quarter HotelPeople: Peter S. Myers, Sean R. Kenney
2018 Fiduciary Attorney SummitWhen: February 08, 2018Hosted By: Fox Rothschild LLPLocation: The Ritz-Carlton Bacara, Santa Barbara 8301 Hollister Ave Goleta, CA 93117People: Peter S. Myers, Sean R. Kenney, Kenneth J. Abdo, Sarah J. Wentz
Think Fast: Last-Minute Strategies for Year-End Planning in Light of the New Tax ActWhen: December 28, 2017Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Peter S. Myers
Wealth Building SeminarWhen: November 16, 2017Hosted By: Armanino LLPLocation: Armanino LLPPeople: Peter S. Myers
Ownership Transition: Build Teams, Not WallsWhen: September 14, 2017Hosted By: Structural Engineers Association of CaliforniaLocation: Hilton San Diego Resort & SpaPeople: Laura Terry Howard, Peter S. Myers
2017 Fiduciary Attorney SummitWhen: January 12, 2017Hosted By: Fox Rothschild LLPLocation: Lake Tahoe Resort Hotel People: Peter S. Myers, Sean R. Kenney
ACEC California 2016 Annual ConferenceWhen: September 27, 2016People: Laura Terry Howard, Peter S. Myers
Handling Business Interests in ProbateWhen: January 01, 2016Hosted By: Fiduciary Attorney SummitPeople: Peter S. Myers