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| Presentations
and Seminars David Gaw/ Events .
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David
B. Gaw, ESQ. Upcoming Presentations and Seminars Estate Planning Councils
Funding the Subtrust California CPA Education Foundation Working Title: Comprehensive Estate Planning Workshop December 15, 2008, San Francisco Estate Planning and Long-Term Care Planning for the Elderly November 19, 2008, San Diego January 29, 2009, Los Angeles A Practical Workshop on
Trust Administration November 21, 2008, Orange County North January 27, 2009, San Francisco Workshop of Funding the Subtrust July 22, 2008, Marin/Sonoma Counties September, 5, 2008, Inland Empire December 10, 2008, San Francisco January 6, 2009, San Fernando Valley Elder Care Income and Estate Planning Workshop Various Seminars and Workshops Mechanics of Subtrust Funding After the First Death Continuing Education of the Bar Bay Area Legal Secretaries Forum 43rd Annual Seminar April 12, 2008, Concord Top of Page Past Presentations
and Seminars California CPA Education Foundation A
Practical Workshop on Trust Administration of August 28, 2008, San Diego August 7, 2008, Monterey August 13, 2007, San Fernando Valley January 5, 2007, San Francisco November
30, 2006, Palm Springs June 12, 2006, Costa Mesa September, 5, 2008, Inland Empire July 22, 2008, Marin/Sonoma Counties November 20, 2007, San Francisco September 18, 2007, Sacramento November 21, 2006, Pasadena July 6, 2006, Rohnert Park Estate Planning and Long-Term Care Planning for the Elderly August 8, 2008, Monterey
Working Title: Elder Care Income and Estate Planning Workshop January 9, 2008, San Francisco
2007 Wine Industry Conference "Advanced Planning for Keeping the Business in the Family and Not Giving It Either to the Government or Constellation" December 10, 2007, Napa Valley Mariott 2008 Advanced Estate Planning Institute
2007 Advanced Estate Planning Institute January 25-27, 2007, San Francisco 2006 Advanced Estate Planning Institute 2002 Advanced Estate Planning Institute Estate Planning for the Elderly
and Disabled 2001
CPA’s Role in Planning
for an 1999
Advanced Estate Planning Institute 1998 Tax Update and Planning Conference Estate
Planning Workshop 1998
Elder Care Conference, Conference
Chair 1998
Estate Planning Conference, Conference
Chair Trust
Funding – Advanced
Issues 1997
Estate Planning Conference, Conference
Chair Estate
Planning and Elder Law Checkup for Seniors The
Living Trust: Postmortem Planning, the Administrative Trust,
Funding the Subtrusts A
Practical Approach to Post Mortem Planning Estate Planning Update: Survival
Tactics for the Post
Mortem Compliance and Planning Life
After Death for Living Trusts–Practical
Solutions to Difficult Problems, 1995 Estate Planning
Conference Life
After Death for the Living Trust Administration
of Living Trusts After Death Continuing
Education of the Bar Gaw on Administering the Moderate Single-Settlor and Married Person Trust May 12, 2006, San Diego. May 5, 2006,
San Francisco April 21, 2006, Los Angeles Fundamentals of Elder Law October 27 & October 28, 2005, San Francisco Fundamentals of Trust Administration Gaw on Trust Administration After Death of First Spouse May 17, 2008, Irvine May 16, 2008, Los Angeles May 7, 2005, Irvine May 6, 2005, Los Angeles April 26, 2008, Sacramento April 25, 2008, San Francisco April 18, 2008, San Diego April 15, 2005, Sacramento April 14, 2005, San Francisco ACS:
Fundamentals of Postmortem Trust Administration ACS:
Gaw on Subtrust Funding April 16, 2004, Los Angeles; April 17, 2004 April 2, 2004, San Francisco; April 3, 2004, Sacramento; ACS:
Administering the Moderate Single Settlor & Married Person
Trust April 12, 2003, San Francisco April 11, 2003, Sacramento April 5, 2003, San Diego ACS: Trust Administration on the Death of the First Spouse April 27, 2002, Sacramento April 26, 2002, San Francisco April 20, 2002, Anaheim April 13, 2002, Los Angeles April 12, 2002, San Diego ACS:
Subtrust Funding April 27, 2001, San Diego April 6, 2001, Anaheim ACS:
Trust Administration for the Single Person April 28, 2000, Beverly Hills April 15, 2000, Sacramento April 14, 2000, San Francisco April 7, 2000, Irvine Advanced Course of Study: Post Death Trust Funding February 27, 1998, Sacramento February 14, 1998, San Francisco February 6, 1998, Sunnyvale Developing
an Estate Planning Practice Creating
and Building an Estate Planning Practice Southern California Tax and Estate Planning Forum Trust
Administration, National Audio-tape Trust
Administration in a NonTax Environment A
Systems Approach to Using Spreadsheets to Allocate Assets Between
the Credit Shelter and Marital Deduction Trust A Practical
Workshop on Trust Administration Systems and Business of Trust
Administration Subtrust
Funding of Assets Developing
a Trust Administration System Using a Document Assembly Program Administration
of Living Trusts After Death May 3, 1997, Los Angeles Life
After Death for Living Trusts; Practical Solutions to Difficult
Problems July 8, 1995, San Francisco Administration
of Living Trusts After Death: Avoiding Chaos Through a Systems
Approach Funding and Administration of
Trusts Before and March 19, 1994, Los Angeles Demystifying QPRTS for your Clients
and your Partners Post
Mortem Planning: Asset Allocation, Funding and Distributions Subtrust
Funding Developing
an Elder Law Practice Developing
an Elder Law Practice National Academy of Elder Law Attorneys Death
of a Spouse/Starting a Trust Administration–The First
Phone Call and the Initial Conference with the Client Administration
of Living Trusts After Death American Institute of Certified Public Accountants Post
Mortem Planning Systems
Approach to Using Spreadsheets Post
Death Funding Health Ed, LLC Getting
to the Numbers in Subtrust Funding Subtrust
Funding Funding
Trusts at the Death of the First Spouse, Part II Living
Trusts After Death: Accounting and Tax Administration
of Living Trusts After Death Society of California Accountants Funding
of Marital and Bypass Trusts Estate
Planning and the New Tax Law Estate
Planning and Administration Topics Living
Trusts After Death: Accounting and Tax Selective
Issues in Post-Death Administration Trust Administration: Beyond the Basics Long
Term Trust Administration Trust
Administration on Death of First Spouse Trust
Funding: What Goes Where? Post
Death Funding of Assets Determining
the Dollar Amounts Between the Credit and Marital Trusts and
Allocating the Assets Among the Survivor’s/Credit/Marital
Trusts Estate
Planning/Administration Office Practice Trust
Administration After Death of a Settlor Subtrust
Funding Trust
Administration After First Death Bay Area Legal Secretaries Forum Estate
Planning April 9, 2005, Concord March 7, 2004, Concord Trust
Administration on the Death of the First Spouse March 23, 2002, Santa Clara Selected
Topics In Estate Planning,
Elder Law March 11, 2000, Oakland Estate
Planning for Seniors March 21, 1998, Oakland Administration
of Living Trusts After Death March 12, 1994, San Francisco Advanced
Estate Planning Beginning
to Intermediate Estate Planning March 16, 1991, San Francisco National Association of Legal Assistants, Inc. Administration
of the Living Trust Legal Secretaries Incorporated Pre
and Post Death Retirement Planning Probate
for Beginning Legal Secretaries Institute of Continuing Legal Education Funding
and Administration of Trusts Subtrust
Funding California Society of Enrolled Agents Administration
of the Living Trust at First Death Estate Planning Symposium National Association of Professional Financial Advisors Allocation Between Trusts After Death of the First Spouse Western Annual Regional Meeting, September 11, 1998, Napa Various Seminars and Workshops The
Living Trust Myth Subtrust
Funding Determining the Dollar Amounts Between the Credit and Marital Trusts and Allocating the Assets Among the Subtrust Alameda County Bar Association, February 26, 2002, Oakland, California The
Nuts and Bolts of Trust Administration The
Rules Have Changed Estate
Planning Tools Funding
of Marital and Bypass Trusts Subtrust
Funding The
Eight Biggest Mistakes in Estate Planning Elder
Law Checklist Estate
Planning Distributions
and Beneficiary Designations Trust
Administration After First Death Exit
Strategies Revocable
Living Trusts Elder
Law Issues for Families Dealing with Alzheimer’s Disease
and Related Disorders Beyond
Living Trusts, The
Vintage Bank 44th Annual Hawaii Tax Institute October 22 - 25, 2007, Honolulu, Hawaii Alzheimers Support Group, Napa Valley
January 28, 1993 Durable Powers of Attorney Advanced
Estate Planning Consortium for Education on Aging Advanced Health Care Directive
All in the Family: Transitioning Your Winery to the Next Generation August 30, 2006, Napa, California
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Upcoming Presentations
Past Presentations |
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