Richard E. Gilbert

Richard E. Gilbert possesses more than 30 years of experience in estate planning and related areas, and is considered an expert in the field.  He lectures frequently on estate planning matters before a variety of diverse groups including numerous groups sponsored by the California Society of CPAs Education Foundation "California CPA Foundation."  He has been a speaker at conferences for the California CPA Foundation on a variety of topics including, by way of example, lecturing at the California CPA Foundation's 2001 Advanced Estate Planning Institute on: The Uniform Principal and Income Act.

Until very recently, Mr. Gilbert taught an eight-hour course for the California CPA Foundation titled "The Use of Life Insurance in Estate Planning."

• Los Angeles County Bar Association
• Beverly Hills Bar Association
• California Society of Certified Public Accountants
• Beverly Hills Estate Planning Council | President | 1995 - 1996
• California Society of CPAs | Los Angeles Chapter | Steering Committee for Estate Planning Committee | 1994 to present
• California CPA Foundation Annual Estate Planning Conference | Chairman | 1993
• California CPA Foundation Estate Planning Conference | Planning Committee
• California CPA Foundation Strategies for High Income Individuals Conference | Planning Committee | 1995 and 1996
• California CPA Foundation Strategies for High Income Individuals Conference | Chairman | 1996
• California CPA Foundation Advanced Estate Planning Institute | Planning Committee | 1995 to Present
• California CPA Foundation Advanced Estate Planning Institute | Co-Chairman | 1997, 1998, 2004, 2012 and 2013 
• California State University, Northridge Division of Business and Industry Services | Excellence in Teaching Award 1991