Educational Presentations & Courses Attended

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2008

• Erin Laverty and Chelsea Wilson attended the Affordable Meetings West Conference for Meeting Planners in Long Beach, CA in June 2008.
• Dennis Sandoval will be teaching “Fiduciary Income Taxation of Estates, Trusts and Beneficiaries” for Chapman University School of Law Master of Tax Law (LL.M.) program in the Fall 2008.
  
  
• Dennis Sandoval taught “Estate Planning for Business Owners” for Chapman University School of Law Master of Tax Law (LL.M.) program in the Spring 2008.
  
  
• Dennis Sandoval attended the National Academy of Elder Law Attorneys Annual Symposium in May 2008.
  
  
• Dennis Sandoval taught “The In's and Out's of Medi-Cal Planning Now That The Deficit Reduction Act of 2005 is at Our Doorstep” for the Glendale Bar Association on April 26, 2008.
  
  
• Dennis Sandoval was a Presenter on “Asset Protection Strategies for Doctors and Dentists" for the Southern California FPA Spring Conference in April 2008.
  
  
• Dennis Sandoval was a Panel Member at the NAELA Telephonic Conference on Medicaid Planning Options for Residences on April 2, 2008.
  
  
• Dennis Sandoval attended the Academy of Special Needs Planners Annual Conference in March 2008.
  
  
• Dennis Sandoval attended the USC Gould School of Law Tax Institute in January 2008.
  
  
• Steve Hartnett attended the Heckerling Institute on Estate Planning Conference in January 2008.
  

2007

• Dennis Sandoval taught “Fiduciary Income Taxation of Estates, Trusts and Beneficiaries” for Chapman University School of Law Master of Tax Law (LL.M.) program in the Fall 2008.
  
  
• Dennis Sandoval attended the National Association of Life Care Planning Law Firms Annual Conference in September 2007.
  
  
• Dennis Sandoval taught “Post Mortem Estate Planning” for Chapman University School of Law Master of Tax Law (LL.M.) program in the Fall 2007.
  
  
• Dennis Sandoval taught "Fundamentals of Medi-Cal Planning" for NBI in August 2007.
  
  
• Robert Armstrong presented “The Benefits of Outsourcing Legal Work” at the Legal Industry Outsourcing Forum in Los Angeles on June 21, 2007.
  
  
• Robert Armstrong presented “The Benefits of Outsourcing Legal Work” at the Legal Industry Outsourcing Forum in New York City on May 23, 2007.
  
  
• Dennis Sandoval taught "Fundamental Issues in Elder Law" for NBI in April 2007.
  
  
• Dennis Sandoval was an adjunct professor teaching the Wills and Trusts class at the University of Southern California School of Law.
  
  
• Sanford Fisch attended Los Angeles Entrepreneurial Leadership Program in June 2007.
  
  
• Robert Armstrong attended 3-day Marketing Symposium in Baltimore in June 2007.
  
  
• Member Services Department participated in course on Marketing and Coaching in June 2007.
  
  
• Member Services Department attended an online teleconference on Jump Starting Your Public Relations in June 2007.
  
  
• Steve Hartnett and Dennis Sandoval attended the Southern California NAELA meeting in June 2007.
  
  
• Dennis Sandoval and Steve Hartnett attended the CEB course “Conservatorships: Omnibus Conservatorship and Guardianship Reform Act of 2006” in June 2007.
  
  
• Steve Hartnett attended CEB course “Preparing for & Dealing with a Client’s Incapacity” in June 2007.
  
  
• Steve Hartnett attended CEB course “Estate Planning Scams, Botched Trusts & Other Disasters” in June 2007.
  
  
• Steve Hartnett attended CEB course “Preparing Estate, Gift & Fiduciary Income Tax Returns” in June 2007.
  
  
• Dennis Sandoval attended California Advocates of Nursing Home Reform 2007 Elder Law Conference: Rights, Remedies and Restitution in May.
  
  
• Dennis Sandoval attended "Protecting Asset for Medi-Cal Benefits After the Deficit Reduction Act" by CEB in March.
  
  
• Dennis Sandoval attended the USC Gould School of Law 2007 Tax Institute in January.
  
  
• Dennis Sandoval attended "Analyzing Transmutation and Separate Property Contribution Issues" by CEB in January 2007.
  
  
• Dennis Sandoval attended "Forming and Operating Limited Liability Companies" by CEB in January 2007.
  
  
• Dennis Sandoval attended 22nd Annual Recent Developments on Estate Planning and Administration by CEB in January 2007.
  
  
• Dennis Sandoval attended the 2007 Federal and California Tax Law Update by Spidell Publishing in January.
  

2006

• Dennis Sandoval presented to the Inland Empire Enrolled Agents Society in San Bernardino in December 2006 on “IRA Planning.”
  
  
• Dennis Sandoval was the guest speaker for NAELA’s monthly conference call in December 2006 on the “Basics of IRAs.”
  
  
• Dennis Sandoval was the guest speaker on “IRA Planning” for the NAELA CELA Review Course before the NAELA Advanced Institute in Salt Lake City, UT in November 2006.
  
  
• Dennis Sandoval presented at the Caregivers Symposium in October 2006.
  
  
• Dennis Sandoval conducted a Medi-Cal Planning CE presentation and IRA planning CE presentation for the Metropolitan Life of Southern California Conference for Financial Planners, Fallbrook CA in August 2006.
  
  
• Dennis Sandoval conducted an IRA Planning CE presentation to the Metropolitan Life financial planning office, San Bernardino, CA in June 2006.
  
  
• Dennis Sandoval conducted an IRA Planning CE presentation to the Metropolitan Life financial planning office, Temecula, CA in June 2006.
  
  
• Dennis Sandoval conducted an IRA Planning CE presentation for First Global BMS Global Warming 2006 Conference, Dallas TX in May 2006.
  
  
• Steve Hartnett conducted an IRA presentation for the NAELA CELA Review Course before the NAELA Symposium in Washington, D.C. in April 2006.
  
  
• Dennis Sandoval was a presenter at First Annual Life Care Planning Attorneys Conference in Nashville, Tennessee.
  
  
• Dennis Sandoval was the adjunct professor for the Chapman University School of Law LL.M. in Taxation program, teaching the Income Taxation of Fiduciaries and Beneficiaries.
  
  
• Dennis Sandoval was the Featured Presenter at the NAELA Advanced Institute in Salt Lake City on the topic of “Using Medicaid Intentionally defective Trusts for Medicaid Planning after the Enactment of DRA.”
  
  
• Dennis Sandoval attended the Thirtieth Annual Estate Planning Section of the California State Bar Fall Program in November 2006.
  
  
• Dennis Sandoval attended the 2006 NAELA Advanced Elder Law Institute: Revisioning the Practice in November.
  
  
• Dennis Sandoval attended the "Update from the 2006 USC Probate and Trust Conference" by Riverside County Bar Association in November.