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Los Angeles Couple Lectures on Estate Planning

Loyola press release - October 23, 2002

(New Orleans)—The Eleventh Annual Estate Planning Symposium titled “New Frontiers in Estate Planning and Philanthropy” is scheduled for November 7, 2002, from 1:30 – 3:30 p.m. at the Fairmont Hotel.

Conducting the symposium will be Los Angeles couple Eileen Gallo, Ph.D., and Jon Gallo who are principals of The Gallo Institute where they provide consulting services, seminars, and workshops for families and financial professionals. They are the co-authors of Silver Spoon Kids: How Successful Families Raise Responsible Children which has been described by Time magazine as a guide for wealthy parents on how to raise fiscally responsible children.

With their professional backgrounds in psychology and law, Eileen Gallo who is a licensed psychotherapist and Jon Gallo who is an attorney are well suited in advising clients about estate planning. Together they assist individuals and families dealing with the legal and psychological issues related to wealth and estate planning.

Dr. Gallo lectures nationally to financial advisors and families on the psychology of money, the issues surrounding family wealth, and the challenges of raising children in an affluent environment.

Jon Gallo is an attorney in the Los Angeles law firm of Greenberg Glusker Fields Claman Machtinger & Kinsella LLP, where he is a senior partner of the firm’s estate planning and probate department. Mr. Gallo is accredited by the California Board of Legal Specialization as a certified specialist in probate, estate planning, and trust law. He has authored or co-authored more than 50 articles and monographs on estate planning.

The Estate Planning Symposium is open to all benefactors and allied professionals who advise their clients on estate planning matters. The symposium is approved for 2.4. hours on CLE, CPE, or PACE credits. Sponsors are: Christian Health Ministries, The Jesuits of the Southern Province, The Catholic Foundation of the Archdiocese of New Orleans, the Southern Dominican Province, and Loyola University New Orleans. For more information, call Loyola University’s Robert Gross at 861-5850.

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