Events

2016

The Life of Your Estate after Death – Probate and Trust Administration
02.04.2016 / San Francisco, CA


2015

Trusts 101
10.19.2015 / Walnut Creek, CA

Estate Planning for Singles and Same-Sex Couples
10.01.2015 / San Francisco, CA

Probate Process from Start to Finish
08.31.2015 / San Mateo, CA

Should I Stay or Should I Go?  
06.25.2015 / San Francisco, CA

Philanthropy Series, “LGBT Aging: Keeping the Golden Years Golden”
05.20.2015 / San Francisco, CA

The Life of Your Estate After Death
03.26.2015 / San Francisco, CA


2014

Our Family Coalition: Get Your Legal Affairs In Order
11.06.2014 / San Francisco, CA

LGBT Estate Planning with Horizons Foundation: Philanthropy Series
10.23.2014 / San Francisco, CA

Marriage, the Movement and More: A Political and Legal Understanding of What LGBT Families Are Facing
08.25.2014 / San Francisco, CA

Give Out Day
05.15.2014

The Life of your Estate after Death: Probate and Trust Administration
02.06.2014 / San Francisco, CA


2013

Philanthropy Series: State of the Movement “Update & Celebrate!”
11.14.2013 / San Francisco, CA

Post-DOMA: What You Need to Know About Your Estate, Taxes and Social Security
11.12.2013 / Oakland, CA

Know Your Rights: Social Security and the LGBT Community
10.30.2013 / San Francisco, CA
10.29.2013 / Novato, CA

Let’s Make a Plan! Financial Wellness for Seniors
10.04.2013 / San Francisco, CA

Hospice by the Bay’s Estate Planning for Singles and Same Sex Couples
10.03.2013 / San Francisco, CA

ALRP’s MCLE Training: Wills & Trusts after DOMA
10.01.2013 / San Francisco, CA

Horizons Foundation’s Philanthropy Series:Legacy Planning with Charitable Intent
09.12.2013 / San Francisco, CA

Horizons Foundation’s Professional Advisors Series: Estate Planning and Wealth Transfer 
09.12.2013 / San Francisco, CA

Registered Domestic Partners & Same-Sex Married Couples
03.05.2013 / San Francisco, CA

National Update on Marriage Equality
02.28.2013 / San Francisco, CA

Seminar: Estate Planning Options For Unique Family Situations
02.07.2013 / San Francisco, CA

Seminar: Taxation Issues For Same-Sex Couples And Non-Traditional Families
01.31.2013 / San Francisco, CA

2012

Aging Safely: Legal Workshops for LGBT Seniors
07.24.2012/Sebastopol, CA

Keeping the “Golden Years” Golden: A Philanthropic Workshop from Horizons Foundation 
06.13.2012/San Francisco, CA

Network Cocktail and Panel Discussion: Planning for Success- From startup to exit, smart planning strategies for liquidity events
06.12.2012/San Francisco, CA

Celebrate LGBT Athletes at Stanford!
06.07.2012/Stanford, CA

New Medicare Protections for LGBT Couples Seminars
02.09.2012/San Francisco, CA

National Call-in: Tax Filing Tips for LGBT Individuals and Families
02.08.2012/Teleconference

Protect Yourself: Tax, Life and Financial Planning- Teleconference 
01.24.2012/Teleconference

Protect Yourself: Tax, Life and Financial Planning- Live Seminar 
01.25.2012/San Francisco, CA

National Call-in: Tax Filing Tips for LGBT Individuals and Families
01.25.2012/Teleconference

Protect Yourself: Tax, Life and Financial Planning- Live Seminar 
01.26.2012/San Francisco, CA

2011

Wealth Management and Protection for the LGBTQ Community Seminar
12.08.2011/Oakland, CA

Estate Planning for Singles and Domestic Partners Seminar
11.09.2011/Santa Rosa, CA

Estate Planning for Singles and Domestic Partners Seminar
10.19.2011/San Francisco, CA

Protecting Yourself and Your Property through Thoughtful Estate Planning
10.20.2011/San Francisco, CA

WEBCAST from CalCPA: Filing Tax Returns for Same Sex Couples in Community Property States
09.28.2011/Online Event

9TH ANNUAL GGBA PRIDE BUSINESS EXPO
06.23.2011 / San Francisco, CA

ESTATE PLANNING AND GIFTING OPPORTUNITIES FOR THE LGBT COMMUNITY
06.15.2011 / Santa Rosa, CA

ESTATE PLANNING AND THE POWER OF LEAVING A LEGACY:WHAT EVERY PROFESSIONAL ADVISOR MUST KNOW WHEN ADVISING LGBT CLIENTS
05.23.2011/ San Francisco, CA

INVESTMENT, RETIREMENT, AND ESTATE PLANNING FOR THE LGBT COMMUNITY
05.31.2011/ San Francisco, CA

**WEBINAR: NEW MANDATORY FEDERAL TAX FILING REQUIREMENTS FOR REGISTERED DOMESTIC PARTNERS AND SAME SEX MARRIED COUPLES
03.28.2011

RETIREMENT BOOT CAMP
04.30.2011 / San Francisco, CA

ESTATE PLANNING FOR SINGLES AND DOMESTIC PARTNERS – SONOMA
03.9.2011 | Sonoma, CA

LEGAL CHANGES AND TAX UPDATES SEMINAR – SAN RAFAEL
03.14.2011 | San Rafael, CA

LEGAL CHANGES AND TAX UPDATES SEMINAR – STANFORD
03.14.2011 | Stanford, CA

LEGAL CHANGES AND TAX UPDATES SEMINAR – ALBANY
02.23.2011 | Albany, CA

LEGAL CHANGES AND TAX UPDATES SEMINAR – NAPA
02.24.2011 | Napa, CA

LEGAL CHANGES AND TAX UPDATES SEMINAR – SANTA ROSA
02.15.2011| Santa Rosa, CA

ESTATE PLANNING FOR SINGLES AND DOMESTIC PARTNERS – SAN FRANCISCO
02.10.2011 | San Francisco, CA

LEGAL CHANGES AND TAX UPDATES SEMINAR – PETALUMA
02.08.2011 | San Francisco, CA

LEGAL CHANGES AND TAX UPDATES SEMINAR – SAN FRANCISCO
01.26.2011 | San Francisco, CA

THE IRS MEETS COMMUNITY PROPERTY
01.25.2011 | San Francisco, CA

411 FOR YOUR FORM 1040: MAKING SENSE OF THE MAJOR FEDERAL INCOME TAX CHANGES FOR SAME-SEX COUPLES
01.12.2011 | San Francisco, CA

TAX WORKSHOP FOR RDP GAY COUPLES
01.10.2011| Berkeley, CA

2010

AGING SAFELY: LEGAL WORKSHOPS FOR LGBT SENIORS
11.18.2010 | Novato, CA

ESTATE PLANNING FOR SAME-SEX COUPLES
10.25.2010 | Mill Valley, CA

PROTECT YOURSELF: ESTATE PLANNING CLINIC FOR LGBT OLDER ADULTS
10.18.2010 | San Rafael, CA