PRESENTATIONS & LECTURES

Ambrecht & Associates Presentations & Lectures

Ambrecht and Associates is an estate planning and tax specialty law firm, protecting family wealth and minimizing family conflict. Our expert team of attorneys, have given presentations and lectures about representation in estate, business and property tax planning, as well as family wealth management asset transition and conflict resolution.

The linked presentation pages are for information purposes only and are not meant nor should be construed to be legal advice. Note, also, the date of each as we do not generally update prior items to account for changes in the laws, which are constantly changing, and are subject to differing interpretations.

Presentations by: John W. Ambrecht, JD, MBA, LLM
Presentations by: Brooke Cleary McDermott, JD, LLM

John W. Ambrecht, JD, MBA, LLM
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"Asset Protection Trusts: An Important Ingredient in the Estate Planning Process" Through the Looking Glass XII Symposium, Ventura County Community Foundation, Friday, November 13, 2015. Held at the Museum of Ventura County, Ventura, CA. Register online.

Co-teaching intensive two-day State-certified online course aimed at qualifying more California Estate Planning, Trust and Probate Law specialists for certification. Broadcasted live from Los Angeles September 27-28, 2013. www.ceb.com

Co-presenter of, "The Rules of Professional Conduct: How to Work with the Ethical Rules to Enhance the Family Business Succession Process," California Continuing Education of the Bar (CEB), recorded July 2012, available online from CEB.

"Multi-Generational Conflicts." 2009 Trusts & Estates Symposium sponsored by the Trusts & Estates Section of the Los Angeles County Bar Association, January 16, 2009, Los Angeles, CA.

"Love & Money: Blending Law and Psychology in Family Business Succession Planning," St. John's Healthcare Foundation, November 7, 2008, Oxnard, CA.

"Giving the Next Generation the Business(!): An Advisors' Challenge," Los Angeles Chapter of the Society of Trust and Estate Practitioners (STEP LA) Practitioners Series, October 1, 2008, Santa Monica, CA.

"A Case History: The 'Typical' Family 2003," Estate Planning Council of Ventura County's 11th Annual Interdisciplinary Estate Planning Workshop, September 5, 2008, Oxnard, CA.

"Giving the Next Generation the Business(!): A Parents' Dilemma and an Advisors' Challenge," First National Bank, Wealth Management, April 28, 2008, Tucson, AZ.

"A New Framework for Managing Family Business Succession," Trusts and Estates Section of the Monterey County Bar Association, March 28, 2008, Monterey, CA.

"Giving the Next Generation the Business(!): A Parents' Dilemma and an Advisors' Challenge," National Association of Personal Financial Advisors 2007 Western Regional Conference, September 28, 2007, Santa Barbara, CA.

"Giving the Next Generation the Business(!): A Parents' Dilemma and an Advisors' Challenge," Estate and Gift Section of the San Luis Obispo Bar Association, September 27, 2007, San Luis Obispo, CA.

"Giving the Next Generation the Business(!): A Parents' Dilemma and an Advisors' Challenge," Orange Coast Estate Planning Council, September 25, 2007, Santa Ana, CA.

"A New Framework for Managing Family Business Succession," co-sponsored by Santa Barbara City College, September 24, 2007, Santa Barbara, CA.

"Giving the Next Generation the Business(!): A Parents' Dilemma and an Advisors' Challenge," Ventura Estate Planning Council, March 21, 2007, Oxnard, CA.

"Shirtsleeves to Shirtsleeves in Three Generations: How Can We Help?" Annual Inland Empire Estate Planning Seminar, November 8, 2006, University of Redlands, Redlands, CA.

"Managing Family Dynamics in the Estate Planning Process: From Roles to Rules," October 31, 2006, sponsored by Northern Trust, Phoenix, AZ.

"Dealing with Ethical Issues in Family Business Succession Planning, or How to Help Succession Work within our Ethical Guidelines," Los Angeles County Bar Association, Trusts and Estates section, January 27, 2006, Los Angeles, CA.

"Estate Planning for the Family Business: A Non-Linear Approach," Ventura Estate Planning Council, November 16, 2005, Oxnard, CA.

Brooke Cleary McDermott, JD, LLM
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"Recent Changes to IRC Regulations and their Impact on Estate Planning" - 2017 Bench and Bar Conference (January 21, 2017)

"Giving the Next Generation the Business (!): A Parents' Dilemma and An Advisor's Challenge" sponsored by New York Life Insurance Company, held in Oxnard, California (April 5, 2013)

"IDGTs (Intentionally Defective Grantor Trusts): How Could Something So Wrong Be So Right?" sponsored by the Santa Barbara Estate Planning Council, held at Santa Barbara, California (November 22, 2011).