Helen S. Cheng

Partner | San Diego San Francisco


Secretary Selina Melendez

 

Talks

  • '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

  • ‘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

  • '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