Educational Presentations & Courses Attended
- Steve Hartnett So Cal NAELA Quarterly meeting September 2011
- Dennis Sandoval Recognizing Signs of Physical Elder Abuse Webinar August 2011
- Dennis Sandoval Elder Abuse and Undue Influence Seminar presented by California State Bar August 2011
- Dennis Sandoval Using Irrevocable Trusts for Medicaid Planning Webinar July 2011
- Dennis Sandoval & Steve Hartnett IRAs and Special Needs Trusts Webinar July 2011
- Steve Hartnett Ethical Issues in Online Legal Advertising and Social Media – AVVO Insider Webinar July 2011
- Steve Hartnett How to be a Great Legal Blogger – AVVO Insider Webinar July 2011
- Dennis Sandoval California State Bar Solo and Small Law Firm Annual Conference June 2011
- Steve Hartnett Estate Planning for Digital Assets and Online Financial Accounts from Strafford Audio June 2011
- Dennis Sandoval & Steve Hartnett So Cal NAELA Quarterly Meeting June 2011
- Dennis Sandoval CEB Seminar: Sixty Days Before Your Probate / Trust Trial: DON’T PANIC June 2011
- Dennis Sandoval Undue Influence Webinar June 2011
- Dennis Sandoval Fiduciary Management Seminar: Who Knew There Were Five Types of Medi-Cal June 2011
- Dennis Sandoval Fiduciary Management Seminar: Overview of Social Security Disability Benefits June 2011
- Steve Hartnett Playing with Fire—Trust and Annuities: Key Considerations for Trust Ownership of Annuities Webinar June 2011
- Dennis Sandoval Annual Tax Conference of the California State Bar Taxation Law Section June 2011
- Steve Hartnett NAELA – 2011 Elder and Special Needs Law Annual National Conference May 2011
- Dennis Sandoval presented "Futility of Care Legal Issues" at the Fourth Annual Infectious Disease Conference May 2011
- Dennis Sandoval spoke to 25+ doctors and other hospital personnel who are associated with Hospital Ethics Committees making end of life decisions May 2011
- Dennis Sandoval presented "Health Care and Estate Planning Issues of Concern to GLBT Couples" to Inland Empire Palliative Care Conference May 2011
- Dennis Sandoval Life Care Planning Law Firms Association UnProgram April 2011
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Steve Hartnett Southern California NAELA Meeting December 2010
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Steve Hartnett USC Trusts & Estate Conference November 2010
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Steve Hartnett NAELA's National Convention November 2010
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Steve Hartnett Rady's Children's Hospital Professionals Symposium November 2010
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Dennis Sandoval Life Care Planning Law Firms Association Annual Conference September 2010
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Dennis Sandoval "Specialty Trusts: IRA, Irrevocable Life Insurance and Special Needs" for the Orange County Bar Association Trusts and Estates Section September 2010
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Dennis Sandoval "VA Planning for the Elderly" for NAELA West Coast Diversity Task Force Presentation September 2010
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Dennis Sandoval "Using Medicaid Irrevocable Defective Grantor Trusts for Pre- and Post-DRA Elder Law Planning in California" for the NAELA Advanced Institute September 2010
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Dennis Sandoval The Fall and Revival of the Estate Tax and the Economy: Avoiding the Pitfalls of Estate Planning July 2010
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Dennis Sandoval California State Bar Tax Law Section 2010 Annual Tax Update June 2010
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Dennis Sandoval Property Taxation for Estate Planners May 2010
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Dennis Sandoval SunBridge Legacy Builder Retreat April 2010
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Dennis Sandoval NAELA The New Health Care Reform Law: Understanding Its Impact on Older Adults and People with Special Needs April 2010
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Dennis Sandoval NAELA Effective Marketing Techniques in an Elder Law Practice: Clients, Public and Referral Sources April 2010
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Steve Hartnett Northern Trust Conference call "Wealth Transfer Strategies for a New Decade" March 2010
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Dennis Sandoval Special Needs Alliance Annual Conference March 2010
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Steve Hartnett 44th Annual Heckerling Institute on Estate Planning Conference January 2010
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Dennis Sandoval presented “Using Irrevocable Trusts in Planning for Veteran’s Aid and Attendance Benefits” for the Southern California Chapter of NAELA. September 2009
- Dennis Sandoval attended the Fourth Annual Life Care Planning Law Firms Association Annual Conference. September 11-12, 2009
-
Dennis Sandoval/Steve
Hartnett attended the Southern California Chapter of NAELA Meeting. September 2, 2009
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Dennis Sandoval attended the California Trial Attorneys Webcast: "Medicare and Medicaid Lein Resolution". July 31, 2009
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Dennis Sandoval attended the Disability Rights California Conference: Advocating for Special Needs Children: An Overview of the IEP Process. July 31, 2009
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Dennis Sandoval attended the "Planning for Special Needs Persons". July 30, 2009
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Dennis Sandoval presented “Planning for the Jones: A Life Care Planning Case Study” for the California Society of Enrolled Agents Annual Conference. June 2009
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Dennis Sandoval presented “Using Irrevocable Trusts in Medi-Cal Planning” for the California Advocates for Nursing Home Reform Annual Conference for Elder Law Attorneys. June 2009
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Steve
Hartnett attended the ALI-ABA Webcast - "Immediate Post-Mortem Estate Planning". June 25, 2009
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Dennis Sandoval attended the California Bar Taxation Section: 2009 Annual Income Tax Conference. June 19, 2009
-
Dennis Sandoval/Steve
Hartnett attended the Southern California Chapter of NAELA Meeting. June 3, 2009
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Dennis Sandoval presented “What Every Financial Planner Needs to Know About Probate” for the San Gabriel Financial Planning Association Chapter Meeting. May 2009
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Dennis Sandoval presented “GRATs are Great!:Leveraging Distributions into Lifetime Special Needs Trusts” for the Special Needs Alliance Arm Chair Chat. May 2009
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Dennis Sandoval presented “Planning for Special Needs Persons” for the National Association for the Mentally Ill Riverside Chapter. May 2009
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Dennis Sandoval presented “Using a GRAT to Fund a Special Needs Trust” for the Special Needs Alliance Armchair Chat - Advanced Estate Planning for Wealthy Special Needs Parents. May 2009
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Dennis Sandoval attended the "Medicare Set-Aside Trust Boot Camp". April 29-May 3, 2009
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Dennis Sandoval presented “How to Make Diversity a Profitable Proposition in Your Practice” for the NAELA Annual Conference (Washington, DC). April 2009
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Dennis Sandoval presented “Overview of Retirement Assets” for the NAELA Advanced Elder Law Review Session (Washington, DC). April 2009
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Dennis Sandoval attended the NAELA Annual Conference in Washington DC. March 31-April 5, 2009
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Dennis Sandoval presented “Planning for the Jones: A Case Study in Life Care Planning” for the 4th Annual Inland Empire Caregivers Symposium. March 2009
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Dennis Sandoval attended the Special Needs Alliance Annual Conference. March 12-14, 2009
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Dennis Sandoval attended the CA NAELA UnProgram. February 20-21, 2009
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Dennis Sandoval attended the California Education of the Bar Annual New Developments in Estate Planning. January 30, 2009
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Dennis Sandoval attended the USC Tax Institute. January 28, 2009
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Dennis Sandoval attended the NAELA UnProgram. January 23-24, 2009
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Dennis Sandoval attended the CEB Estate Planning and Administration: 24th Annual Recent Developments. January 20, 2009
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Dennis Sandoval attended the Tax Seminar. January 19, 2009
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Dennis Sandoval attended The International Client: Tax Planning Strategies for 2009 Audio Conference. January 15, 2009
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Steve
Hartnett attended the Heckerling Institute. January 12-16, 2009
- Dennis Sandoval presented "Implementing DRA in California Panel Discussion" for the Southern California Chapter of NAELA. December 2008
- Dustin Smith attended the Search Engine Marketing Seminar Series in San Diego, CA. November 12, 2008
- Dennis Sandoval presented "Planning for the Jones: A Case Study for Life Care Planning" for the Inland Empire Chapter of the National Association of Enrolled Agents. November 2008
- Dennis Sandoval presented "Planning for Special Needs Persons" for the Down Syndrome Association of Orange County. November 2008
- Dennis Sandoval presented "Planning for Special Needs Persons" for the Down Syndrome Association of Hemet. October 2008
- Dennis
Sandoval will be an instructor for Chapman University School of Law Master of Tax Law (LL.M.) program on “Fiduciary Income Taxation of Estates, Trusts and Beneficiaries”. Fall 2008
- Dennis
Sandoval attended NAELA Board of Directors meeting. October 2008
- Dennis
Sandoval attended NAELA Advanced Institute. October 2008
- Dennis
Sandoval presented for NAELA Elder Basics Course on “Retirement Plan Basics”. October 2008
- Dennis
Sandoval instructed for NAELA Advanced Elder Law Pre-Session Course on “Overview of Retirement Plans and Retirement Planning”. October 2008.
- Dennis
Sandoval attended National Elder Law Foundation (NELF) Board of Directors meeting. September 2008
- Steve
Hartnett attended USD School of Law Business Valuation Conference: Summit on Discount for Lack of Marketability. September 2008
- Dennis
Sandoval attended Third Annual Life Care Planning Law Firms Association Conference. September 2008
- Dennis
Sandoval attended Veterans Aid and Attendance Boot Camp. August 2008.
- Dennis
Sandoval attended NAELA Board of Directors meeting. July 2008
- Erin Laverty and Chelsea Wilson attended the Affordable Meetings West Conference for Meeting Planners in Long Beach, CA. 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. Fall 2008
- Dennis
Sandoval taught “Estate Planning for Business Owners” for Chapman University School of Law Master of Tax Law
(LL.M.) program. Spring 2008
- Dennis
Sandoval presented at the California Education of the Bar Fiduciary programs. June 2008
- Dennis
Sandoval attended California Bar Tax Section Annual Conference. June 2008
- Dennis
Sandoval presented at the California State Bar Battling Fiduciaries program. May 2008
- Dennis
Sandoval attended NAELA Board of Directors meeting. May 2008
- Dennis
Sandoval was an instructor at the NAELA Advanced Elder Law Pre-Session Course on “Overview of Retirement Plans and Retirement Planning”. May 2008
- Dennis
Sandoval attended the National Academy of Elder Law Attorneys Annual Symposium. 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. April 26, 2008
- Dennis
Sandoval was a Presenter on “Asset Protection Strategies for Doctors and Dentists" for the Southern California
FPA Spring Conference. April 2008
- Dennis
Sandoval was a Panel Member at the NAELA Telephonic Conference on Medicaid Planning Options for Residences. April 2,
2008
- Dennis
Sandoval attended the Academy of Special Needs Planners Annual Conference. April 2008
- Dennis
Sandoval attended the USC Gould School of Law Tax Institute. January 2008
- Steve
Hartnett attended the Heckerling Institute on Estate Planning Conference. January 2008
- Dennis
Sandoval taught "Fiduciary Income Taxation of Estates, Trusts and Beneficiaries" for Chapman University School of Law Master of Tax Law (LL.M.) program. Fall 2008
- Dennis
Sandoval attended the National Association of Life Care Planning Law Firms Annual Conference. September 2007
- Dennis
Sandoval taught "Post Mortem Estate Planning"
for Chapman University School of Law Master of Tax Law (LL.M.)
program. Fall 2007
- Dennis
Sandoval taught "Fundamentals of Medi-Cal Planning" for NBI. August 2007
- Robert
Armstrong presented “The Benefits of Outsourcing
Legal Work” at the Legal Industry Outsourcing Forum in Los Angeles. June 21, 2007
- Robert
Armstrong presented “The Benefits of Outsourcing
Legal Work” at the Legal Industry Outsourcing Forum in New York
City. May 23, 2007
- Dennis
Sandoval taught "Fundamental Issues in Elder Law"
for NBI. 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. June 2007
- Robert
Armstrong attended 3-day Marketing Symposium in Baltimore. June 2007
- Member
Services Department participated in course on Marketing
and Coaching. June 2007
- Member
Services Department attended an online teleconference
on Jump Starting Your Public Relations. June 2007
- Steve
Hartnett and Dennis
Sandoval attended the Southern California NAELA meeting. June 2007
- Dennis
Sandoval and Steve
Hartnett attended the CEB course "Conservatorships:
Omnibus Conservatorship and Guardianship Reform Act of 2006". June 2007
- Steve
Hartnett attended CEB course "Preparing for &
Dealing with a Client's Incapacity". June 2007
- Steve
Hartnett attended CEB course "Estate Planning
Scams, Botched Trusts & Other Disasters". June 2007
- Steve
Hartnett attended CEB course "Preparing
Estate, Gift & Fiduciary Income Tax Returns". June 2007
- Dennis
Sandoval attended California Advocates of Nursing
Home Reform 2007 Elder Law Conference: Rights, Remedies and Restitution. May 2007
- Dennis
Sandoval attended "Protecting Asset for Medi-Cal
Benefits After the Deficit Reduction Act" by CEB. March 2007
- Dennis
Sandoval attended the USC Gould School of Law 2007
Tax Institute. January 2007
- Dennis
Sandoval attended "Analyzing Transmutation and Separate
Property Contribution Issues" by
CEB. January 2007
- Dennis
Sandoval attended "Forming and Operating Limited
Liability Companies" by CEB. January 2007
- Dennis
Sandoval attended 22nd Annual Recent Developments
on Estate Planning and Administration by CEB. January 2007
- Dennis
Sandoval attended the 2007 Federal and California
Tax Law Update by Spidell Publishing. January 2007
- Dennis
Sandoval presented to the Inland Empire Enrolled
Agents Society in San Bernardino on "IRA Planning." December 2006
- Dennis
Sandoval was the guest speaker for NAELA's monthly
conference call on the "Basics of IRAs." December 2006
- 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. November 2006
- Dennis
Sandoval presented at the Caregivers Symposium. 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. August 2006
- Dennis
Sandoval conducted an IRA Planning CE presentation
to the Metropolitan Life financial planning office, San Bernardino,
CA. June 2006
- Dennis
Sandoval conducted an IRA Planning CE presentation
to the Metropolitan Life financial planning office, Temecula,
CA. June 2006
- Dennis
Sandoval conducted an IRA Planning CE presentation
for First Global BMS Global Warming 2006 Conference, Dallas TX. May 2006
- Steve
Hartnett conducted an IRA presentation for the NAELA
CELA Review Course before the NAELA Symposium in Washington, D.C. 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. November 2006
- Dennis
Sandoval attended the 2006 NAELA Advanced Elder Law
Institute: Revisioning the Practice. November 2006
- Dennis
Sandoval attended the "Update from the 2006 USC Probate
and Trust Conference" by Riverside County Bar Association. November 2006
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2008 Archive
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