Thursday, February 15th, 2024
In Person ONLY at 12:00pm

Please arrive at Elks Lodge at 11:40am
229 W 20th Ave, San Mateo, CA 94403

IN PERSON ONLY

Event Description:

While none of the speakers were there 58 years ago, they have been attending the Heckerling Institute on Estate Planning for over 25 years and will cover the important developments from last month’s Institute.

This presentation is being supported through the generosity of Hopkins & Carley, a premier Silicon Valley law firm with more than 55 years of experience and offices in Redwood Shores and San Jose, and a small outpost in San Francisco. Meeting the legal needs of entrepreneurs, high-net-worth individuals, business owners, and midsize and public companies in a variety of industries, we advise clients in business litigation, intellectual property, real estate, employment, estate planning, and corporate, tax, and business transactions.

About Our Speakers:

Laurelle M. Gutierrez is a partner in the San Francisco and Silicon Valley offices of the global law firm McDermott Will & Emery.  She has a diverse practice representing ultra high-net-worth individuals and their families with respect to all aspects of income, gift, estate and generation-skipping wealth-transfer tax planning, as well as trust and estate administration. Laurelle has extensive experience in the design and implementation of sophisticated intergenerational wealth-transfer planning strategies.  She advises domestic and multinational high-net-worth clients and families to develop and orchestrate innovative solutions around wealth transfer, philanthropic giving and multifaceted estate planning needs.  She advises trustees and executors with complex probate and trust administrations, including successfully representing clients in estate tax and gift tax audits. Laurelle frequently writes and speaks on sophisticated estate planning and fiduciary income tax issues for professional organizations, including the American Law Institute, the Heckerling Institute on Estate Planning, the State Bar of California, CalCPA Society, the Society of Trust and Estate Practitioners, the Jerry A. Kasner Estate Planning Symposium and the various local County Bar Associations in the San Francisco Bay Area.

When not serving as the Chair of the Jerry A. Kasner Estate Planning Symposium, Charles Packer is a Shareholder (Partner) with Hopkins & Carley, A Law Corporation, located in their San Jose office.  Chuck has previously served on the Firm’s executive committee, as well as Co-chair of the Firm’s Family Wealth & Tax Planning Practice. Chuck obtained his JD/MBA from Santa Clara University in 1980 and started his professional career in the tax practice at Cooper & Lybrand (the predecessor to PwC).  Chuck has practiced in the area of trusts & estates law since 1986, and is a Fellow of The American College of Trust and Estate Counsel (“ACTEC”).  He provides strategic planning counsel on estate, gift and philanthropic tax planning with a primary focus on issues concerning estate planning, sophisticated wealth transfer planning and family business. 

Mark Shepherd was admitted to the California Bar Association in December 1982, and has been a shareholder in the Crist Firm in Palo Alto, California (now called Crist, Biorn, Shepherd & Roskoph) since 1997. Mark currently serves as the Speaker Chair for the Jerry A. Kasner Estate Planning Symposium Committee.  The dates for the 2024 Symposium are: September 5th and 6th. Mark has taught and lectured in the areas of taxation and estate planning for many years.  He has previously taught courses at Santa Clara University School of Law and in the graduate tax program at San Jose State University.

Mark has appeared in U.S. Tax Court twice, including acting as co-counsel in the U.S. Tax Court case, Estate of Maria Cristofani. 

Cost: is $50 per person for members of the SMCBA Estate Planning Section and $65 for non-members. Cost includes lunch and 1.0 hours MCLE