2023 Meet the Financial Professionals Night

Part Two

Wednesday, May 17, 5:30 pm - 6:30 pm Pacific via ZOOM

This program is free for BHBA & LACBA. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.



Financial Professionals: Please complete this questionnaire in order to receive your Zoom link and to be included in the Resource Booklet provided to program attendees.

Earn 1 CA CLE Hour, including Family Law Specialization

Meet the Speakers

Danielle Miller

Deputy Chair, Trusts and Estates

Loeb and Loeb

Abhi Parikh

Shareholder and Head of Tax Department

Sobul, Primes and Schenkel

Dan Bemel, CDFA

Private Wealth Advisor, Senior Vice President ⏤ Wealth Management

Ron Reitshtein

Partner

Youngman Reitshtein, PLC

(Moderator)

BHBA's Family Law Section is sponsored by

This program is cosponsored by

About the Program

Financial issues are often the most difficult aspects of a case. Complicated financial issues may be present in a family law case regardless of its size. Meet the Financial Professionals is a two-part series designed to educate family law attorneys about how to work effectively with financial professionals and the types of financial expertise that will prove invaluable in successfully representing your clients through case resolution and beyond.

Following the success of our longstanding Meet the Mental Health Professionals program, this two-part series will develop your ability to spot and evaluate financial issues, introduce you to professionals you can call for help, and inform your decision about when to engage the services of financial professionals.

Part two will focus on steps family law attorneys and their clients can take to prepare for life after divorce. Topics will include tax considerations of a settlement, trust structures, and estate planning for both simple and complex cases, ways clients can take control of their wealth, and the optimal time to bring outside advisors into the mix.

These programs are presented by the Family Law section, chaired by Erin Grey and Chelsea Stevens. This program is chaired by Ellyn Stein, Dan Bemel, Karen Silver, and Debra Frank. Find out more about the section at www.bhba.org.

CLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. 



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