By Joanna Orr
The eighth annual Through the Looking Glass Symposium will be held November 4 from 8 a.m. to 3:30 p.m. at a new location – the Museum of Ventura County. As always, the symposium will provide attorneys, accountants and financial planners insight into the latest trends in estate planning and charitable giving. The new host organizations, California Lutheran University, the Museum of Ventura County and Ventura County Community
Foundation, have been hard at work with the planning committee to bring you a diverse group of dynamic speakers.
This year’s schedule includes presentations about property taxation, wealth transfers and a special lunch presentation on estate planning at the movies. As in years past, the duo of Edward McCaffery and Alan Yoshitake will discuss recent developments in estate taxation and estate planning. The generous donations of event sponsors Wells Fargo Bank, Montecito Bank and Trust, Ferguson Case Orr Paterson and Roadrunner Shuttle and Limousine Service have allowed the ticket price of this year’s event to be lower than in years past.
The $150 admission includes breakfast, lunch, course materials and six hours of continuing education credit. Register now, as the day-of price rises to $200. Registration is available online at: www.vccf.org/lookingglass.shtml. The Museum of Ventura County is located at 100 East Main Street in Ventura.
Joanna Orr is an associate at Ferguson Case Orr Paterson where she handles taxation, business transactions and real estate matters. She can be reached at firstname.lastname@example.org