< Professional Advisors
Top 10 Communication Mistakes that Could Derail a Wealth Transfer Plan Hear from guest speakers April Lidot, Senior Wealth Advisor of Wilmington Trust, Lisa Ligas, National Director, Wealth Strategies of Wilmington Trust, and Sharleen Wollach, Executive Vice President and Chief Impact Officer of the Jewish Community Foundation, on what CPAs, attorneys, and wealth professionals need to know in 2026.
Tuesday, April 21, 2026 / 11:30 am – 1:30 pm / Lodge at Torrey Pines
Transition, Succession, and Philanthropic Planning for High-Net Worth Property Owners We hear from guest speakers Glenn Arnold, Vice President / Partner of Voit Real Estate Services, Victor Shlionsky, CPA, MST, Tax Partner of Lavine, Lofgren, Morris & Engelberg, LLP, and Jeremy Pearl, J.D., LL.M., Chief Executive Officer of the Jewish Community Foundation, on strategies to guide clients, families, and real estate investors. We learned about the following: Unique case studies to amplify decision mapping process for real estate sales; Tax savvy approaches to real estate and succession planning; and Creative uses of real estate to achieve philanthropic goals.
Unpacking the Corporate Transparency Act (CTA) We heard from guest speaker Nancy Henderson, founding partner and co-managing partner of Henderson, Caverly & Pum LLP, on why money laundering could create a headache for you and your clients, Beneficial Owner Report requirements, CTA Compliance: ethical and risk management issues in representing clients, and helpful tips and resources for professional advisors to ease the burden of CTA compliance obligations and reduce the risk of penalties.
Jerry Gumpel Partner, Sheppard Mullin Richter & Hampton LLP
Tamar Rosenberg Partner, Sheppard Mullin Richter & Hampton LLP
Corey Steady Associate, Sheppard Mullin Richter & Hampton LLP
Daniel Weiner Estate Planning Lawyer, Weiner Law
Jerry Gumpel is a partner in the Corporate Practice Group in Sheppard Mullin’s San Diego office and is the leader of the firm’s Latin American team. Jerry advises multinational corporations, entrepreneurs, privately held businesses, financial service providers, and family office clients on their domestic and international corporate and real estate matters. He specializes in the formation of joint ventures and partnerships, structuring investment vehicles and platforms, mergers and acquisitions, corporate structure and governance, raising of debt and equity domestically and abroad and the negotiation of strategic alliances and co-investments with private equity funds.
Tamar Rosenberg is a partner in the Tax, Employee Benefits, and Trust & Estates Practice Group in Sheppard Mullin’s New York office and is the leader of the firm’s Nonprofit Sector Team. Tamar has advised a wide range of non-profit organizations in various sectors, as well as for-profit businesses and individuals with their interactions with nonprofits and with achieving their charitable objectives. She has been individually recognized by Legal 500 as both a Recommended Lawyer – Tax: Not-for-profit and a “Next Generation Lawyer” (2019-2022), as well as a “Best Lawyer in America,” by Best Lawyers, 2023.
Corey Steady is a partner in the Tax, Employee Benefits, and Trust & Estates Practice Group in Sheppard Mullin’s Orange County office. Corey advises U.S. citizens, residents, and nonresident noncitizens regarding U.S. gift, estate, and generation-skipping transfer tax planning, specializing in family wealth planning, estate planning, and probate and trust administration. Corey also advises fiduciaries in regards to the administration of trusts and estates, public charities and private foundations, and clients with their charitable tax planning.
Dan Weiner is the Founder and Managing Attorney of Weiner Law in Del Mar. The firm focuses on comprehensive estate planning, including charitable giving, and handles trust administration and probate cases. Dan also contributes his expertise to the board of Seacrest Village Retirement Communities, the Planned Giving Advisory Council of Make a Wish Foundation San Diego, and the Duke Law School Alumni Board. Prior to setting up his firm, Dan worked at international law firms for 10 years in London, Hong Kong, and Washington, DC.
Implications for U.S. citizens, U.S. residents, and non-U.S. residents
Strategies to claim U.S. tax deductions
Estate taxes, gift taxes, and tax treaties to consider
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