KJMLAW Partners is pleased to participate in the STEP Orange County 14th Annual Institute on Tax, Estate Planning, and the World Economy. The Institute convenes leading practitioners to explore current developments in tax and estate planning and the broader global economic landscape. We are proud to have Kevin J. Moore representing the firm as a speaker during a Master Class session, sharing practical insights with peers and industry leaders. STEP […]
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September 2, 2025 (PASADENA, CA) – KJMLAW Partners will attend the 62nd annual Hawaii Tax Institute (HTI) Conference in November 2025 as a returning sponsor with firm founder Kevin J. Moore as a confirmed speaker. The conference, held in Hawaii’s bustling capital city of Honolulu, will offer five days of programming geared toward tax and wealth transfer-oriented industry professionals. Moore will co-present with Todd Hammond, a national business development officer […]
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May 28, 2025 (PASADENA, CA) – For the third consecutive year, KJMLAW Partner Debby Doitch received the opportunity to present at the 30th Annual Professional Fiduciary Association of California (PFAC) Educational Convention. This year, with the Honorable Judges Mary Thornton House (Ret.) and Kim Hubbard (Ret.), the three presented, “The Layering of Rights – Conservatorship, Supported Decision-Making, and Preparing for What’s to Come” on Thursday, May 8, 2025, to about […]
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April 18, 2025 (PASADENA, CA) – Partner Kevin J. Moore gave a presentation on Spousal Lifetime Access Trusts (SLATs) and Spousal Lifetime Access Non-Grantor Trusts (SLANTs) to members of the Pasadena Bar Association on Thursday, April 17, 2025. Moore’s presentation was one of the two in-person events hosted by the association held that month and welcomed approximately 20 guests to the meeting held in downtown Pasadena, co-chaired by Kim Frasca-Delaney […]
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(PASADENA, CA) – Firm Partner Debby Doitch moderated a group of speakers at the Los Angeles Estate Planning Council’s (LAEPC) February meeting, “Recovery Panel for Wildfire Recovery.” The meeting took place at the Jonathan Club in downtown Los Angeles. “It was an honor to moderate a panel with these amazing professionals,” regarded Doitch after the panel, which focused on the pathways to recovery for communities in the greater Los Angeles […]
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(PASADENA, CA) – The 2024 California Alliance of Taxpayer Advocates (CATA) Conference took place from December 11-13th, 2024, in beautiful Laguna Niguel. Here, KJMLAW attorney Evan Chavez spoke on “New Construction – Total Market Value versus Supplemental Roll for Completion.” Chavez spoke alongside the other members of the panel about avoiding improper reassessments and reducing tax exposure in the process of new construction matters. Despite this year’s conference being Chavez’ […]
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Kevin Moore has recently taken a professor role as Adjunct Assistant Professor for 2020 & 2021 at Glendale University College of Law. Every Tuesday Kevin teaches Trust Estates 1 and Trust Estates 2. Kevin has always had a love for teaching and is very excited about this opportunity. Thanks to Clare Ceplecha, who Kevin is succeeding, he now has the opportunity to do something he has longed for. Historically these […]
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Kevin J. Moore recently spoke to Provisors Pasadena II group about the ABC’s of living trusts. He discussed the estate tax law changes that became effective in 2011 and how that necessitated changes in the structure of living trusts post-2011. Living trusts are now structured in new ways. Under pre-2011 estate tax law, you may have created a B Trust, or an A,B,C, Trust, now there is more of a […]
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Last Saturday, Kevin J. Moore spoke at the Chinese American CPA Association 2019 Professional Expo. This organization offers professional services such as taxation, accounting, law, wealth management, and insurance to Chinese American members. Kevin J. Moore, Pasadena Magazine’s 2019 Top Estate Planning Attorney, was invited to give a presentation on recurring estate and gift tax issues for non-resident Chinese investors who invest in U.S. real estate. There are 16 countries […]
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Today Kevin J. Moore, invited by Clare Ceplecha and Stephen Miyabe, gave a presentation on California’s new Decanting Statute to Wells Fargo’s Wealth Management & Fiduciary Services team.
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