Trust & Estate Planning
Los Angeles, CA
By popular request, we’re presenting a half-day continuing education seminar on trust, estate, and gift planning for doctors. Estate planning isn’t just for retirees or the ultra-wealthy—it’s essential at every stage of your career. Without a plan, your family, practice, and wealth could face unnecessary taxes, legal complications, and unintended consequences.
This seminar will cover key estate planning tools, tax-efficient strategies, and important updates on estate and gift tax laws. Whether you’re just starting out, in your prime earning years, or nearing retirement, now is the time to ensure your plan is in place and working as it should. You’ll leave with the clarity and confidence to take the next steps in protecting your future.
April 11, 2026
Course Information
Topics Covered
- The Foundations of U.S. Gift, Estate, and Generation-Skipping Transfer Tax Laws – How personal exemptions, the unlimited marital deduction, and other key rules impact your estate plan.
- The Standard Estate Planning Package – Wills, trusts, and powers of attorney—what they do and why every doctor needs them.
- Integrating Retirement Accounts into Your Estate Plan – What happens to your IRA or qualified retirement plan after you pass, and when it makes sense to name a trust as the beneficiary.
- How to Handle Life Insurance with Trusts – Avoiding common mistakes and ensuring policies are structured properly.
- Gifting Strategies for High-Net-Worth Families – From simple annual gifts to more advanced planning, including valuation discounts, special trusts, and family limited partnerships.
- Asset Transfers to Children – Deciding whether to gift outright or in trust and how to handle unique family circumstances, including special needs planning.
- Gifts to Grandchildren, Dynasty Trusts & Multi-Generational Wealth – The uses and benefits of trusts and 529 plans to preserve wealth for future generations while minimizing tax exposure.
- Asset Protection Strategies – From the basics like malpractice and umbrella insurance, to 401(k)s and IRAs, and in some cases the use of LLCs and asset protection trusts.
Learning Objectives
After attending this seminar, attendees will be able to:
- Understand the key estate planning tools doctors need at every stage of their career—and what happens if they don’t have them.
- Navigate the current estate and gift tax landscape and prepare for potential changes in exemption levels.
- Use trusts strategically to protect assets, minimize taxes, and ensure wealth is transferred according to their wishes.
- Structure gifts to children and grandchildren in a way that supports their financial future without unintended consequences.
- Determine when it makes sense to name a trust as the beneficiary of a retirement account.
- Avoid the most common (and costly) estate planning mistakes doctors make.
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Seminar Schedule
April 11, 2025 | 8:30-12:30pm + Q&A to Follow
Please arrive at the meeting room between 8:15 AM and 8:30 AM on Saturday, April 11, to sign in and receive course materials. Outlines will be used as a guide to the course. Seminar attendees will enjoy coffee and refreshments in the meeting room after sign-in.
For complete candidness, tape recorders will not be allowed.
Venue + Accommodations
Luxe Sunset Boulevard Hotel
High above the rush of Sunset Boulevard, the Luxe Hotel offers a rare sense of calm in one of LA’s most iconic neighborhoods. Surrounded by eucalyptus trees and canyon views, it’s a quiet hideaway just minutes from the city’s most famous scenes. Spend your morning at the Getty Center exploring world-class art and modern architecture, then wander the trails of nearby Griffith Park or shop the designer storefronts of Rodeo Drive. From coastal drives to mountain hikes, farmers markets to fine dining, Los Angeles rewards curiosity—and at the Luxe, you’re perfectly positioned to take it all in, then retreat to your own peaceful corner of the city.
NEAREST AIRPORT: Los Angeles International Airport (LAX)
We’ve arranged a discounted room block for our attendees. Rooms are limited and may sell out, so we encourage booking early to ensure availability. Note: Seminar guests are required to stay in our room block. You will receive a booking link from us after registering.
Local Attractions:
- Stroll the Santa Monica Pier
- Sip cocktails at the Tower Bar at Sunset Tower Hotel or the iconic Chateau Marmont
- Tour the UCLA Botanical Garden
- Explore the Hidden Staircases of Brentwood and Bel-Air
- Drive Mulholland for Golden Hour Views
- Visit the Hammer Museum or the Annenberg Space for Photography
- Book a studio tour at Sony Pictures or Warner Bros.
Group Room Rates
$269 / Night + Taxes
Meet the Speaker: Brandon Collier
Brandon is an expert attorney who specializes in representing the dental profession. He has headed the 50-year firm since 2010. As President of Collier & Associates, he is a nationally renowned expert in representing doctors in all phases of practice transitions. He writes the popular Collier & Associates Advantage Newsletter and lectures extensively at his own seminars and on behalf of many professional organizations. Brandon holds a bachelor’s degree from the University of Pennsylvania, cum laude, a Juris Doctor Degree from Case Western Reserve University School of Law, and a Master’s Degree in Taxation from the New York University School of Law.
Benefits For Loyal Members
- Returning doctors who bring a new attendee will each get 10% off the seminar registration fee if registering together.
- Doctors who have attended at least 3 seminars in the last 5 years AND bring a new attendee will have their next seminar registration fee waived – up to a $1,800 value
Seminar Registration
After registering for the seminar, you will receive a booking link via email to reserve your accommodations in our discounted room block. If you have any questions, please call our office at (216) 765-1199.
Collier & Associates, Inc.
Nationally Approved PACE Program Provider for FAGD/MAGD credit.
Approval does not imply acceptance by any regulatory authority or AGD endorsement.
October 1, 2024 – September 30, 2028
Provider ID #209852
Collier and Associates, Inc. is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Essential Information
Cancellation Policy
We understand that unexpected events can arise. If you need to cancel your seminar registration, please notify us in writing at least 30 days prior to the scheduled event date.
30 or more days before the event: You will receive a full refund minus a $50 processing fee.
Less than 30 days before the event: No refunds or credits can be issued, as your attendance and related hotel arrangements will already have been confirmed.
Exception: In the case of a verified medical emergency, a credit toward a future seminar may be granted at Collier & Associates’ discretion. Credits must be used within one year of the issue date.
Collier & Associates, Inc. is not responsible for reimbursement of any registrant’s expenses related to a cancelled or postponed seminar. Understanding the cancellation policy for contracted hotels is the responsibility of the attendee.
As a courtesy, we appreciate early notification of any cancellations so that we may offer your spot to another attendee.
Protect Your Trip with Travel Insurance
C&A has partnered with Travel Guard to help attendees feel secure while traveling. Click on an image below to obtain coverage information and build your quote.
Please note that while Collier & Associates, Inc. is authorized to sell Travel Guard (AIG), our staff are NOT licensed agents and cannot answer any policy questions. Only Travel Guard should address all policy questions. Thank you!
Travel Guard Customer Service Line: 800-927-4357
Media Policy & Disclosure
At Collier & Associates, Inc. (also referred to as C&A), we believe that using photos of attendees of all ages in our print and web publications fosters a greater sense of belonging and community. We use photos to enhance the quality of our print materials, newsletters, website, social media, and other publicity.
As a participant in C&A seminars, you have a right to opt-out of inclusion in photographs/media, but unless a “Media Opt-Out Release” is signed and on file at the C&A office with a referenced image of the person opting out, participation in C&A activities implies permission for the use of media taken at our events.
C&A will never post images with identifying information such as email address, address, or family members’ names. No special compensation is provided to any individual included in media taken at C&A seminars. C&A does not contact individuals to notify them if or when their images are used.
Individuals who have submitted a completed “Media Opt-Out Release” form should make reasonable efforts to alert photographers and videographers in their vicinity taking pictures so that they are not accidentally captured in crowd shots.
This opt-out form does not apply to photos that might be taken and used by others who attend our seminars.
Complete and return this form to the office of Collier & Associates, Inc. ONLY if you do NOT permit us to use your photo, audio, or video in C&A publications or publicity, including printings, social media, or the website. A current photo of the individual MUST accompany this opt-out.
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