PAST SPEAKING ENGAGEMENTS

January 25, 2012
A Portability Primer: Estate Planning and Administration with a Deceased Spouse’s Unused Estate Tax Exclusion
California State Bar Webinar
Speaker: Michael C. Gerson

March 7, 2012
No Title
Redwood Empire Estate Planning Council
Santa Rosa, CA
Speaker: Michael C. Gerson

May 11, 2012
Drafting and Counseling to Avoid Litigation
UCLA Estate Planning Institute
Speaker: John A. Hartog

March 14, 2012
Stale Trusts
Marin County Estate Planning Council
San Rafael, CA
Speaker: John A. Hartog

March 20, 2012
A Portability Primer: Estate Planning and Administration with a Deceased Spouse’s Unused Estate Tax Exclusion
Sacramento County Bar Association
Probate and Estate Planning Section
Sacramento, CA
Speaker: Michael C. Gerson

May 30, 2012
Common Mistakes Estate Planners Make and How to Spot Them
NorCal Financial Planners
San Francisco, CA
Speaker: John A. Hartog

October 17 – 20, 2012
The Ten (Worst/Most Common) Mistakes Estate Planners Make
Southern California Estate Planning and Estate Tax Forum
San Diego, CA
Speaker: John A. Hartog

  

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Serving clients, handling cases, and giving expert testimony throughout California and the entire Bay Area including
the East Bay (Contra Costa and Alameda Counties, Oakland, Berkeley, Piedmont, Walnut Creek, Danville, Alamo, Orinda, Lafayette),
the North Bay (Marin, Sonoma, Solano, and Napa Counties, San Rafael, Santa Rosa, Napa),
the South Bay (San Mateo and Santa Clara Counties), and San Francisco.
John A. Hartog, Inc.