Helen S. Cheng

Talks

• 'International Charitable Planning,' STEP Silicon Valley webinar - October 24, 2024, speaker

• 'Cross-Border Estate Planning,' San Diego Estate Planning Council - October 15, 2024, speaker

• 'International Charitable Planning,' 16th Annual STEP International Tax and Estate Planning Forum - June 14, 2024, speaker

• 'Cross-Border Estate Administration,' 16th Annual STEP International Tax and Estate Planning Forum - June 13, 2024, speaker

• 'So You Want to Give Away Your Business? Avoiding the Excess Business Holdings Rule,' American Bar Association 36th Annual Real Property Trust and Estate Law Section (RPTE) National CLE Conference - May 9, 2024, speaker

• 'Nuts and Bolts of International Estate Planning - Part 2,' STEP Los Angeles meeting - April 23, 2024, presenter

• 'Power Hour,' 27th Annual Western Conference on Tax-Exempt Organizations - February 29, 2024, moderator

• ‘International Trusts and Estates: Nuts and Bolts of Cross-Border Planning,’ STEP Los Angeles meeting - February 5, 2024, presenter

• 'Nuts and Bolts of Cross-Border Planning,' ALI CLE International Trust and Estate Planning 2023 Webcast - June 29, 2023, co-presenter

• 'Matching Donor Personalities to their Perfect Gift,' LACGP Western Regional Planned Giving Conference - May 18, 2023, co-presenter

• 'Decanting Trusts: Handling the Thorny Issues,' American Law Institute CLE Webinar - February 15, 2023, presenter

• 'Charitable Planning,' North County Estate Planning Council - December 6, 2022, co-presenter

• 'Tax Efficient Cross-Border Giving for US Persons,' Informa Connect's Transatlantic Wealth and Estate Planning Conference - September 15, 2022, co-presenter

• 'Gifts of Complicated Assets,' LACGP 2022 Western Regional Planned Giving Conference - May 26, 2022, co-presenter

• ‘Decanting Trusts: What's New and How To Make It Work for Your Client,' ALI CLE Program - January 13, 2022, co-presenter

• ‘Wine Not? California's Decanting Act,' ALI CLE Program - November 3, 2021, panelist

• 'Tax Efficient Cross-Border Giving by US Persons,' Informa Connect's Transatlantic Wealth and Estate Planning Conference - September 15, 2022, co-presenter

• 'Wine Not? California's Decanting Act,' Estate Planning and Trust Council of Long Beach - June 3, 2021, co-presenter

• 'An Introduction to International Estate Planning: Proper Planning to Protect Assets, and to Avoid Unnecessary Taxes and Disputes,' Probate Attorneys of San Diego webinar - April 21, 2021, co-presenter

• 'Wine Not? California's New Decanting Act,' San Luis Obispo County Bar Association webinar - February 24, 2021, co-presenter

• 'Powers of Appointment: Everything You Need to Know From the Planning and Litigation Perspectives,' Orange County Bar Association, Trusts & Estates Section webinar - August 12, 2020, co-presenter

• 'International Estate and Gift Taxation,' American Bar Association Real Property, Trust and Estate Law Section (ABA RPTE) webinar - September 17, 2019, co-presenter

• 'California's New Trust Decanting Laws,' Long Beach Bar Association Probate, Trust & estate Planning Section - May 1, 2019, speaker

• ‘Wine Not? California's New Decanting Act,' First American Trust - January 28 and February 6, 2019

• 'Ethics Course: Cir. 230 Developments and Changes in Tax Practice Before the IRS,' California Bar Association Annual Income Tax Seminar - June 2014

• 'The Rare and Wonderful World of...International Tax,' California Society of Enrolled Agents, Palomar - May 2014

• 'FATCA, FBAR, Foreign Trusts... Oh My! US tax reporting traps for the unwary', California Society of Enrolled Agents, Palomar - August 2013