ORANGE COUNTY ESTATE PLANNING COUNCIL

 Bonus Program Registration: 4:00 to 4:30 p.m.

4:30 to 5:30 p.m.:  Write and Publish Your Book NOW!
Speaker: Lee Pound

Learn powerful techniques you can use today to write and publish a book that will establish your credibility in your market.

Dinner Program Registration: 5:30 to 6:15 p.m.

UPDATE - 6:15 to 8:00 p.m. Dinner and Speaker Program: The Financial Skills Trust as an Alternative to Incentive Trusts
Speakers: Eileen and Jon Gallo

The Gallo Institute has been established by a financially oriented psychotherapist and a psychologically educated estate planning lawyer who recognize that people have complex relationships with family wealth and that affluence, handled properly, is a positive factor in one's life.

Eileen Gallo, Ph.D., a psychotherapist in private practice in Los Angeles, works with individuals and families dealing with the psychological and emotional issues related to money, children and family wealth. Her doctoral dissertation examined the psychological impact of sudden wealth. Dr. Gallo has been a member of the Board and core faculty of the New York University Institute on Family Wealth and is a regular columnist for the Journal of Financial Planning. She is a member of the American Association of Marriage and Family Therapy, the California Association of Marriage and Family Therapists, and the Stepfamily Association of America. Dr. Gallo is the vice chair of the Committee on the Psychological and Emotional Issues of Estate Planning of the American Bar Association.

Jon Gallo, J.D. is the senior partner in the estate planning department of Greenberg Glusker Fields Claman Machtinger & Kinsella LLP. He is certified by the California Board of Legal Specialization as a Specialist in Probate, Estate Planning and Trust Law, a Fellow of the American College of Trust and Estate Counsel and an Academician of the International Academy of Estate and Trust Law. Mr. Gallo chairs the Committee on the Psychological and Emotional Issues of Estate Planning of the American Bar Association. He is a prolific author of more than 70 treatises and articles on estate planning. Mr. Gallo has also been a member of the Board and core faculty of the New York University Institute on Family Wealth, as well as a regular columnist for the Journal of Financial Planning.Since 1987 the Gallos have co-authored articles examining the psychological issues of family wealth planning which have been published by the UCLA, NYU and Notre Dame Estate Planning Institutes, as well as the Journal of the Real Property, Probate and Trust Law Section of the American Bar Association.

May Meeting Sponsor