Ambrecht & McDermott

Resources

Presentations
Publications

Moderating “Family Business Succession Across Cultures” STEP LA Luncheon, Tuesday, October 31, 2017, Los Angeles, CA; John W. Ambrecht, JD, MBA, LLM.

Co-Presenter of “Portability and Estate, Gift, GST Taxes” at National Business Institute’s Estate Administration Boot Camp, Wednesday, October 11, 2017, San Luis Obispo, CA; Brooke C. McDermott, JD, LLM.

“Recent Changes to IRC Regulations and their Impact on Estate Planning” – 2017 Bench and Bar Conference (January 21, 2017); Brooke C. McDermott, JD, LLM.

“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; John W. Ambrecht, JD, MBA, LLM.

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; John W. Ambrecht, JD, MBA, LLM.

“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); Brooke C. McDermott, JD, LLM.

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; John W. Ambrecht, JD, MBA, LLM.

“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); Brooke C. McDermott, JD, LLM.

“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; John W. Ambrecht, JD, MBA, LLM.

“Love & Money: Blending Law and Psychology in Family Business Succession Planning,” St. John’s Healthcare Foundation, November 7, 2008, Oxnard, CA; John W. Ambrecht, JD, MBA, LLM.

“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; John W. Ambrecht, JD, MBA, LLM.

“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; John W. Ambrecht, JD, MBA, LLM.

“Giving the Next Generation the Business(!): A Parents’ Dilemma and an Advisors’ Challenge,” First National Bank, Wealth Management, April 28, 2008, Tucson, AZ; John W. Ambrecht, JD, MBA, LLM.

“A New Framework for Managing Family Business Succession,” Trusts and Estates Section of the Monterey County Bar Association, March 28, 2008, Monterey, CA; John W. Ambrecht, JD, MBA, LLM.

“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; John W. Ambrecht, JD, MBA, LLM.

“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; John W. Ambrecht, JD, MBA, LLM.

“Giving the Next Generation the Business(!): A Parents’ Dilemma and an Advisors’ Challenge,” Orange Coast Estate Planning Council, September 25, 2007, Santa Ana, CA; John W. Ambrecht, JD, MBA, LLM.

“A New Framework for Managing Family Business Succession,” co-sponsored by Santa Barbara City College, September 24, 2007, Santa Barbara, CA; John W. Ambrecht, JD, MBA, LLM.

“Giving the Next Generation the Business(!): A Parents’ Dilemma and an Advisors’ Challenge,” Ventura Estate Planning Council, March 21, 2007, Oxnard, CA; John W. Ambrecht, JD, MBA, LLM.

“Shirtsleeves to Shirtsleeves in Three Generations: How Can We Help?” Annual Inland Empire Estate Planning Seminar, November 8, 2006, University of Redlands, Redlands, CA; John W. Ambrecht, JD, MBA, LLM.

“Managing Family Dynamics in the Estate Planning Process: From Roles to Rules,” October 31, 2006, sponsored by Northern Trust, Phoenix, AZ; John W. Ambrecht, JD, MBA, LLM.

“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; John W. Ambrecht, JD, MBA, LLM.

“Estate Planning for the Family Business: A Non-Linear Approach,” Ventura Estate Planning Council, November 16, 2005, Oxnard, CA; John W. Ambrecht, JD, MBA, LLM.

“Protect Your Pets – How to Successfully Include Animals in Your Will or Trust” by Brooke C. McDermott. Santa Barbara Independent. Tuesday, January 28, 2014

Taming the Survival Instinct, published in Montecito Journal, June 27-July 11, 2013; John W. Ambrecht, JD, MBA, LLM.

Ten Ways to Shift to Whole-Family Financial Planning published in Pacific Coast Business Times, February 22, 2013; John W. Ambrecht, JD, MBA, LLM.

Co-author of Chapter 2, “Ethical Considerations,” and Chapter 4, “Managing the Family Dynamic During Planning,” in Business Succession Planning: Strategies for California Estate Planners and business Attorneys, California Continuing Education of the Bar (CEB), annually 2010-present; John W. Ambrecht, JD, MBA, LLM.

For Love & Money, Protecting Family & Wealth in Estate and Succession Planning, A New Approach Blending Law and Psychology, book co-authored with Howard R. Berens, M.D., and Richard Goldwater, M.D., with Tom Gorman. Full edition published 2008; condensed version published 2007; John W. Ambrecht, JD, MBA, LLM.

The book will help you better understand why the family business failure rate is so high by understanding the relationship between the tax and non-tax reasons for such failures. It presents a new “conceptual framework” to use to integrate the tax and the non-tax issues by being able to manage the negative consequences of family dynamics in the family business succession process: The Roles and Rules™.

To obtain a copy of the book, contact us or you can obtain online (do a search to see all editions):

Amazon – full edition or condensed edition
Barnes and Noble – full edition

Mixing Business with ‘Family Stuff,’ published in Montecito Journal, November 16, 2006; John W. Ambrecht, JD, MBA, LLM.

Co-author of Risky Business: Family Succession and the Rules of Professional Conduct, California Trust & Estates Quarterly, published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar, Vol. 12, No. 2, Summer, 2006; John W. Ambrecht, JD, MBA, LLM.

Co-author of From Roles to Rules: A New Model for Managing Family Dynamics in the Estate Planning Process, California Trust & Estates Quarterly, published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar, Vol. 10, No. 1, Spring, 2004; John W. Ambrecht, JD, MBA, LLM.

“Successful Estate Planning: What Works and What Doesn’t,” in Private Wealth Advisor (now Private Wealth Management), Vol. 3 No. 9, May 2001; John W. Ambrecht, JD, MBA, LLM.

Chapter 4, “Generation-Skipping Transfer Tax,” and Chapter 5, “Real Property Tax,” in California Transaction Forms: Estate Planning, West Group, 1999; John W. Ambrecht, JD, MBA, LLM.

Co-author of “Handling Postmortem Trust Administration: A Checklist”, Action Guide of California Continuing Education of the Bar (1996, updated 1997, 1999); John W. Ambrecht, JD, MBA, LLM.

Co-author of Family Enterprise Planning: The Forgotten Component in the Family Business Succession Plan, California Trust & Estates Quarterly, published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar, Vol. 4, No. 3, Fall, 1998; John W. Ambrecht, JD, MBA, LLM.

“Bad Dreams May Be Real: The Generation-Skipping Tax Inclusion Ratio after the Final Regulations,” California Tax Lawyer magazine, published by the Tax Section of the California State Bar (1996); John W. Ambrecht, JD, MBA, LLM.

Co-author of “Post Mortem Trust Administration: A Checklist Approach,” published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar (1995) (See Step 1); John W. Ambrecht, JD, MBA, LLM.

“The Value of Sustaining the Values,” a paper presented to the University of Southern California Federal Tax Institute and published in the Institute’s 1994 proceedings; John W. Ambrecht, JD, MBA, LLM.

Co-author of “California Real Property Tax Issues with Estate Planning Transfers to Legal Entities and Making Gifts” Estate Planning, Trust & Probate News (now, California Trust & Estates Quarterly), published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section) of the California State Bar, Part I: Vol. 13, No. 3 (Fall, 1993); Part II: Vol. 13, No. 4 (Winter, 1993); John W. Ambrecht, JD, MBA, LLM.

Co-author of “Family Limited Partnerships: A Client Primer” (Estate Planning, Trust & Probate News (now, California Trust & Estates Quarterly), published by the Estate Planning, Trust and Probate Section (now known as the Trusts and Estates Section of the California State Bar, Vol. 13, No. 1 (Spring, 1993); John W. Ambrecht, JD, MBA, LLM.

“Selected Solutions for Coping with the Generation Skipping Transfer Tax Rules,” California Tax Lawyer magazine, published by the Tax Section of the California State Bar (1991); John W. Ambrecht, JD, MBA, LLM.