OCBF is a Bankruptcy Legal Specialist Activity Provider for the State Bar of California. This program provides 1.0 hour of Legal Specialization Continuing Legal Education in Bankruptcy Law.

HYBRID EVENT: IN-PERSON LUNCH (Space is Limited) or ZOOM WEBINAR

Speakers:

• Thomas H. Casey, Esq. – The Law Offices of Thomas H. Casey, Inc.
• Jeffrey M. Verdon, Esq. – Falcon Rappaport & Berkman LLP

Moderator:

• Laila Masud, Esq. – Marshack Hays LLP

Comprehensive estate planning often includes planning for tax efficient generational wealth transfer and asset protection from future unforeseen lawsuit creditors and predators. The taxpayer/debtor who ends up in bankruptcy may find the tax and asset protection planning will not hold up under the scrutiny of the bankruptcy court.

The panel of bankruptcy and estate & trust and asset protection practitioners will examine the “why” and “how” of integrated estate planning with asset protection, and just how fragile such planning can be when adjudicated in the bankruptcy forum.

Thursday, September 14, 2023
Zoom: 12 p.m. – 1 p.m.
or
In-Person Lunch:
Check-In and Networking: 11:30 a.m.
Program: 12 p.m. – 1 p.m.

In-Person Location:
Snell & Wilmer
600 Anton Boulevard, Suite 1400
Costa Mesa, CA 92626
Snell & Wilmer will validate parking.

Zoom Instructions:
Upon registering below you will receive Zoom connection information in the automatic confirmation email. If you don’t see this important message, please first check your junk mail folder then contact [email protected].

Cost:
In-Person with Lunch (Space is Limited)
$25 OCBF Member / $35 Non-Member
By Zoom
$15 OCBF Member / $25 Non-Member

CLE:
This activity has been approved for Minimum Continuing Legal Education by the State Bar of California in the amount of 1.0 hour of general participatory CLE. The Orange County Bankruptcy Forum certifies that this activity conforms to the standards for the approved education activities prescribed by the rules and regulations of the State Bar of California governing MCLE.

OCBF is a Legal Specialization Provider in Bankruptcy Law for the State Bar of California.

CLE for Zoom Attendees:
Note the Zoom participation log serves in place of signing the Record of Attendance and notes total attendance time. Each attendee must be logged in through the Zoom system on their own device/computer and be present for the live program in its entirety to receive MCLE credit. Partial credit will not be given. Self-study credit is not available for this program.

Flyer:
Click HERE to download the event flyer.

Hosted by:
Snell & Wilmer

Produced by:

• Richard H. Golubow, Esq. – Winthrop Golubow Hollander, LLP
• David M. Goodrich, Esq. – Golden Goodrich LLP

Questions:
Contact OCBF at (949) 681-8676 or [email protected].

Registration:
Register and prepay (if applicable) below by the deadline of 11 a.m the morning of the event. A PayPal account is NOT required when paying with your credit card. No refunds after September 12. Registration closes one hour prior to the event.

This form accepts individual registrations. For your convenience, you may instead contact [email protected] to register multiple attendees with a single Square or PayPal invoice.