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Thousand Oaks: The Divorce Transition Professionals

When:
Tuesday, August 18, 2020, 8:30 AM until 9:30 AM
Where:
Additional Info:
Event Contact(s):
Luba Milgram
805-719-2216 (p)
Category:
Chapter Meetings
Registration is required
Payment In Full In Advance Only
No Fee
Welcome to DTP Thousand Oaks
ZOOM Link - https://us02web.zoom.us/j/89104119931
Call In # - (669) 900-6833



About Divorce Transition Professionals (DTP)


Why 2.0? Well, after 10 years it is time for a change. A change in location, a change in format and a change in the design. So, we're bringing in a top-notch speaker, holding it in a top-notch location, providing all of the networking and business opportunity you could ask for with some of the best professionals in the community that specializes in working with people dealing with divorce. While this particular meeting may not have all of the following, we expect to provide continuing education, networking, study groups, break-out sessions, case consultations and more......

This event is completely free to all FIRST TIME attendees. It is an opportunity to find out what the Divorce Transition Professionals is all about, what it is about to become and how becoming a member will benefit you. So, if you are a professional in the divorce field i.e. Attorney, Accountant, Financial Professionals, CDFA, Mediator, Therapist, Realtor, Mortgage Broker etc.....please attend and check us out. There is nothing like us in the area currently.


This Month's Speakers - Marisha Charbonnet, Robert Miles, Claudia E. Barba

Law Panel -  Estate Planning, Probate, Wills & Trusts ….



 

Marisha N Charbonnet
Thousand Oaks, CA

mcharbonnet@familysecuritylawgroup.com

Phone 805-496-4681 Cell 818-515-9122


Marisha is an attorney with Family Security Law Group.  Marisha’s current practice is devoted to estate planning, probate and trust administration.  Her expertise at navigating trust and estate issues on behalf of aging seniors, middle-aged individuals, young families, as well as those who have undergone a divorce or formed a blended family, is an asset to her clients. 






Robert Miles

Woodland Hills, CA 

Robertmiles@rsmlaw.org

Phone 8187371080 Cell 8184162464

Robert Miles is a Southern California Estate Planning attorney who assists clients with their estate planning needs. For nearly 20 years, his office has taken great care in preparing an important variety of estate planning documents for a vast array of clients, with varying levels of wealth and complexity. In addition to drafting Revocable Living Trusts, Wills, Durable Powers of Attorney for Finance, Advance Health Care Directives, and other critical estate planning documents, the Law Offices of Robert S. Miles, APC also handles trust administration and probate matters.





Claudia E Barba

Thousand Oaks,  CA 

claudia@graybarbalaw.com

Phone 805-777-8408

Claudia began her legal career as a business litigator but her devotion to family and community steered her into the practice of estate planning where she provides clear and compassionate legal counsel to her local community in both English and Spanish. 

Areas of Practice
Estate Planning, Wills & Trusts, Powers of Attorney, Estate Tax Issues, Advance Health Care Directives, Special Needs Trusts, Probate Administration, Probate Avoidance, Probate Accounting, Trust Administration, Medi-Cal Planning


 

 




DTP Thousand Oaks Chapter Leader/Host

 

Luba Milgram, EA - Tax Advisor, 

Certified Divorce Financial Analyst,

Certified Tax Coach,

NTPI Fellow

 

Tel: (805) 719-2216

www.starlitetax.com

eMail: luba@starlitetax.com


Luba helps small business owners, and high net worth individuals experience more freedom through structuring or restructuring their finances, by using a methodology that allows to pay less taxes, and invest in their business, life and future. She helps people get money they didn’t know they already had by using innovative tax reduction strategies. She started her career in a big tax preparation company, before ultimately starting her own business. For the last 18 years she has worked with clients in industries such as medical and dental care, IT, consulting, real estate, and more. Luba has always loved helping people, and while looking for the ways to legally reduce her clients tax liability, she has become very interested in the opportunities and loopholes hidden in the tax code.

Luba served as a Treasurer on the school board and local volunteer organization. She has also volunteered for the IRS Tax Assistance Program which aids low income individuals with their tax filings. She is an Enrolled Agent, Certified Tax Coach, Certified Divorce Financial Analyst, National Tax Practice Institute Fellow, and QB ProAdvisor.

 

 


DTP President & Founder


Neil Palache
The Wealth Creator Company For Women

Tel: (818) 606-7327
eMail: neil@thewealthcreatorcompany.com

Neil Palache is dedicated to empowering women as is shown by his involvement in many community and business organizations such as the National Association of Women Business Owners Ventura County, Women’s Economic Ventures and the International Women’s Festivals Santa Barbara. He has also started several groups such as the Money Mastermind for Women™ and the Divorce Transition Professionals™. Neil has been married to Stacie since 1987, has three beautiful children and lives and works in Westlake Village, California.