Presentations of Estate Planning At The Movies®
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Quotes

The Descendants
captures all!

The Descendants, starring George Clooney, has been added to our presentations in 2012!

"No one but Keith Schiller could extract so many practical estate planning concepts from these classic old movies. Yes ... the best ... and our membership is still buzzing over the largest turnout ever, in the 20-year history of our estate planning council."

-Ira Hillyer, Senior Vice President, Wealth Management at Mechanics Bank

"You got a room full of estate tax attorneys (at the UCLA-CEB Tax Institute) to laugh about estate tax issues. That is no easy task."

-Jacqueline Patterson, Esq. and CPA, Los Angeles, CA

“Keith Schiller’s presentations were clever and informative ... he made donors think of things they probably knew already but had not acted on. Our donors left the presentation chatting away to their spouses about what they need to do.”

-Jocelyn Stevens, Donor Services Manager, Community Foundation of Sarasota County

"After I heard Keith's presentation at an estate planning council function, I made arrangements with him that very evening to speak at our Foundation's annual donor appreciation lunch. His program is unique and well worthwhile."

-Linda Jaffe, Vice-President, John Muir Health Foundation®

"I finally understand what you do in estate planning."

-Beulah Schiller, Keith's mom

Presentations of Estate Planning At The Movies® are narrated by creator, Keith Schiller, who weaves discussion of issues in estate planning and estate tax with film clips from classic and modern films, elucidating complex issues and making difficult-to-discuss topics accessible to all.

Presentations of Estate Planning At The Movies® are suitable for professional continuing education, financial planning and sales conferences, donor-recognition events and other charitable organization or community foundation events, and estate planning councils and conferences. Click here to see a list of some of our past presentations.

Smörgåsbord!

Estate Planning At The Movies® offers clips from a variety of more than 40 motion pictures. Tailor your program to meet the estate planning and business succession needs and requests of your audience. Pick and choose issues you want discussed and movie clips you want to see!

The following presentations are available in 2012. We are pleased to help you develop the most pertinent and thought-provoking selection of films and relative topics for your audience, whether professional or public.

Estate Planning At The Movies® — The Specter of Family Dynamics with Business Succession

Is designed for a professional audience to underscore the purposes and benefits of business succession planning, challenges of family dynamics, significance of family values with effective estate planning, challenges for the fiduciary, and the benefits of charitable planning for non-tax and tax purposes. This presentation is appropriate for continuing education providers, community foundations, and charitable organization-outreach to the professional community.

Estate Planning At The Movies®
— Ascending with Descendants

Is designed for a general audience and makes an excellent program for closely held business owners and wealthy investors. This engaging presentation moves from problem identification into the role of family values, effectve planning tools and into solutions with the succession of family business and the transition of wealth. This program is well-suited for banks and investment firms, charitable organizations, and community foundations seeking value-added presentations for their best clients, donors, and highly significant constituents.

Estate Planning At The Movies®
— Reeling with Estate Planning in 2012

Explores recent developments in estate planning with a cinematic twist. This evolving presentation is adaptable for a general or professional audience.

Estate Planning At The Movies®
— The Underbelly and Political Milieu of Estate Taxation

Estate planning for the cynics … Delve into the political underbelly of taxation, fears real and imagined –– and how we got into this mess. This showing presents professional and ethical challenges as well as misunderstandings relative to the estate tax.

Estate Planning At The Movies®
— Do You Remember When, Why and How?

Looks at the influences of aging on the control of one’s destiny and business, business communication skills, the challenges of Alzheimer’s and benefits of early planning to protect one’s dignity and carrying out of desires.

Estate Planning At The Movies®
— There’s More to Lingerie Than It Seems

Is designed for professional audiences to transform strategic estate planning principles and the nuances of technical issues with estate tax return preparation into a memorable learning and application experience.

Book a Presentation

Contact the Schiller Law Group, a Professional Law Corporation, to arrange a presentation with Keith Schiller as the moderator. Presentation fee (if applicable) and travel reimbursements will depend upon the location and purpose or affiliation of the requesting party.

 

Michelle Stone mstone@slg4law.com
Keith Schiller kschiller@slg4law.com
Phone:

925-820-8500

Fax: 925-984-2740
Address:

Schiller Law Group, a PLC
3201 Danville Blvd, Suite 285

Alamo, CA 94507

 

Professional and Public Presentations by Keith Schiller

Recent full presentations of Estate Planning At The Movies ® have included:
(not a complete list)

  • Bank of Hawaii, Private Banking recognition event, Honolulu, Hawaii, November 2012.
  • 49th Annual Hawaii Tax Institute, Honolulu, Hawaii, November 2012.
  • San Diego Estate Planning Council, San Diego, California, October 2012.
  • Rady Children’s Hospital Foundation, 16th Annual Professionals Symposium, La Jolla, California, November 2011.
  • Ventura Community Foundation, Through the Looking Glass VIII: Estate and Gift Planning Issues, Ventura, California, November 2011.
  • Sun City Center Professional Advisory Council, hosted by the Community Foundation of Greater Sun City Center, Florida, January 2011.
  • Community Foundation of Sarasota County for the donor-recognition Legacy Luncheon; Sarasota, Florida, January 2011.
  • Bar Association of San Francisco; San Francisco, California, November 2010.
  • Wilmington Trust, Fiduciary Service’s 15th Annual Advanced Trust Conference; Wilmington, Delaware, October, 2010.
  • UCLA-CEB Estate Tax Institute; Los Angeles, California, May 2010.
  • John Muir Health Foundation; Concord, California, May 2009.
  • CalCPA Education Foundation for the Advanced Estate Planning Institute, January 2009.

Other Professional Lectures include:
(not a complete list)

  • 49th Annual Hawaii Tax Institute “Estate Planning At The Movies® –– The World of Estate and Gift Taxation: Reporting, Audit, and Appeals” Honolulu, Hawaii, November 2012.
  • New Mexico State Bar “Art of the Estate Tax Return,” Albuquerque, New Mexico, September 2012.
  • Contra Costa County Estate and Probate Section, “Headline News of Recent Developments with Forms 706 and 709” Walnut Creek, California, June 2012.
  • CalCPA Education Foundation 2012 Estate and Trust Conference “2012: Year of the Big Gift” San Francisco and Glendale, California, June 2012.
  • Appraiser’s Institute, NorCal Chapter, “Making an Effective Difference: Real Estate and Business Valuations in Gift and Estate Planning” Pleasanton, California, May 2012.
  • CalCPA 2012 Advanced Estate Planning Conference “2012 Advanced Gift Tax Return Compliance” Costa Mesa, California, January 2012.
  • BNA Tax & Accounting Webinar “Form 706 –– The Art of Estate Tax Return Preparation;” presented live online November 2011.
  • Western™ CPE Family Business and Investments Succession Planning, “Estate Planning At The Movies® –– Strategic Approaches to Form 706 & Compliance Issues;” Tucson, Arizona, November 2011.
  • Southern California Tax & Estate Planning Forum, “Strategic Choices and Compliance with Forms 706, 709, and 8939 for Deaths and Gifts in 2010 and 2011 including GST Tax Issues Tax;” San Diego, California, October 2011.
  • Section of the State Bar of California, “Estate Planning At The Movies® — Mean Girls and Forms 706 and 8939;” San Francisco, California, February 2011.
  • Estate Planning Council of Diablo Valley, “Estate Planning At The Movies® — Getting Practical with Federal Transfer Tax Returns, Trust Administration and Estate Planning in Changing Times;” Lafayette, California, February 2011.
  • The Sarasota Community Foundation’s Distinguished Speaker’s Series, “Estate Planning At The Movies® — The Art of the Estate Tax Return©, Audits and Appeals;” Sarasota, Florida, January 2011.
  • Advanced Summit on Valuation, “Valuation of Promissory Notes;” Georgetown School of Law, Washington, D.C., November 2010.
  • Tax Section of the State Bar of California, “Defensive Planning with Form 706;” San Diego, California, November 2010.
  • CalCPA Society Orange County-Long Beach, “Estate Tax Returns and Audit;” Irvine, California, September 2010.
  • CalCPA Education Foundation, “Estate Planning Aspects of Leveraged Real Estate for Farmers;” Fresno, California, September 2010.
  • Northern California Chapter of the Appraisal Institute, “Valuation with Estate Tax;” Pleasanton, California, May 2010.