Jenny Hill Bratt

Partner | San Diego San Francisco


Secretary Collette Kerr

 

Talks

  • 'Trust protectors,' Professional Fiduciary Association of California (PFAC) - January 11, 2023, co-presenter
  • 'Charitable Planning,' North County Estate Planning Council - December 6, 2022, co-presenter

  • 'Taxes, Trusts and Tenders: What you need to know about your money to prepare for liquidity,' TechGC Global Summit - November 4, 2021, presenter

  • 'Qualified Small Business Stock,' The American College of Trust and Estate Counsel (ACTEC) Virtual Fall Meeting - October 9, 2021, co-presenter

  • 'Checklist 2020: Planning for any outcome,' Withersworldwide webinar - October 6, 2020, co-presenter

  • 'Looking Ahead: The power of Private Placement Life Insurance (PPLI),' Withersworldwide webinar - June 29, 2020, co-presenter

  • 'Looking Ahead: Top 5 estate planning techniques during these uncertain times,' Withersworldwide webinar - June 15, 2020, co-presenter

  • 'To Decant or Not to Decant,' Orange County Bar Association - March 11, 2020, co-presenter

  • ‘Decanting Trusts: How to Make it Work,' ALI CLE audio webcast - January 29, 2020

  • 'To Decant or Not to Decant,' San Francisco Estate Planning Council - January 22, 2020, co-presenter

  • 'To Decant or Not to Decant,' USC Trust and Estate Conference, Los Angeles, California - November 22, 2019, co-presenter

  • 'A Review and Analysis of the California Trust Decanting Act,' 39th Annual Tax & Estate Planning Forum, San Diego - October 11, 2019, speaker

  • 'Decanting in California,' Orange Country Estate Planning Council - September 24, 2019, co-presenter

  • ‘Charitable Gifts of Real Estate,' North County Estate Planning Council - September 3, 2019, speaker

  • 'Decanting in California,' North County Bar Association - August 14, 2019, speaker

  • ‘New California Uniform Decanting Act,' STEP San Diego - April 16, 2019, speaker

  • 'Decanting in California,' Probate Attorneys of San Diego - February 28, 2019, speaker

  • 'The New California Legislation on Decanting,' North County Estate Planning Council - February 5, 2019, speaker

  • 'Wine Not? California's New Decanting Act,' First American Trust - February 5, 2019 and January 31, 2019, speaker

  • 'Decanting 101: The New California Trust Decanting Act,' California Lawyers Association, Trusts & Estates Section, 42nd Annual Fall Program, San Francisco, California - October 2018, speaker

  • 'Gifts of Real Estate,' Western Regional Planned Giving Conference, Costa Mesa, California - June 1, 2018, presenter

  • 'Discoveries in Charitable Giving for Professional Advisors,' Jewish Community Foundation, La Jolla, California - February 13, 2018, presenter

  • 'All in the Family: Business Succession Planning,' The Bar Association of San Francisco - December 2017, speaker

  • 'Keeping it in the Family: Business Succession Planning for the Family Business,' State Bar of California Estate & Gift Tax Conference, San Francisco, California - March 2017, speaker

  • 'Top 12 Troubling Topics that Impact Trust Administration - What Every Planner Should Address,' North County Estate Planning Council, Rancho Santa Fe, California - March 2017, speaker

  • 'QTIPS: A Necessary Item in the Repertoire,' State Bar of California Annual Tax Policy Conference - March 2017, speaker

  • Continuing Education of Bar (CEB), Newport Beach, California - September 2016 (Topic: Post-Mortem Trust Administration)

  • 'Current Developments,' North County Estate Planning Council, Rancho Santa Fe, California - September 2016, presenter

  • 'Current Developments,' North County Estate Planning Council, Rancho Santa Fe, California - June 2016, presenter

  • 'Current Developments,' North County Estate Planning Council, Rancho Santa Fe, California - March 2016, presenter

  • 'What Every Board Member Should Know About Charitable and Planned Giving,' University of San Diego Nonprofit Governance Symposium, San Diego, California - December 2015, presenter

  • 'Current Developments,' North County Estate Planning Council, Del Mar, California - August 2015, presenter

  • 'Estate Planning Year in Review,' Continuing Education of Bar (CEB), San Diego, California - January 2015, presenter

  • 'Current Developments,' North County Estate Planning Council, Del Mar, California - December 2014, presenter

  • 'Current Developments,' North County Estate Planning Council, Del Mar, California - August 2014, presenter

  • 'Drafting and Designing Revocable Trusts in California,' Mentor Legal Drafting Courses, San Diego, California - November 2011, presenter

  • 'Current Developments in Planned Giving and Wealth Preservation,' Jewish Community Foundation Charitable Giving Series - April 2011, presenter

  • 'Benefiting the Old Globe and Benefiting You and Your Family - Retained Income Streams Through CRTs, Pooled Income Funds and Gift Annuities,' Old Globe Planned Giving Seminar, San Diego - October 2010, presenter

  • Taxation Section of the State Bar of California Annual Washington D.C. Delegation, 2007 - Delegate

  • 'IRAs and Trusts; To Trust or Not to Trust,' Annual Meeting of The California Tax Bar & California Tax Policy Conference, San Diego - November 2007, speaker