April EPCSD Meeting:

Date: Tuesday, April 24, 2018
Time: 4:30pm - 7:00pm
Location: Double Tree Hotel, Mission Valley 7450 Hazard Center Drive
Speaker: Ellen Whelan

The Estate Planning Council of San Diego Presents: 

April EPCSD Meeting
"Virtual Endowments and Other Flexible Charritable Giving Techniques for Your Clients"


Date: Tuesday, April 24th, 2018

Time: 4:30 P.M. to 7:00 P.M.

*Please note the change of time*

Where: Double Tree Hotel, Mission Valley 

7450 Hazard Center Drive

Room: Brickstone



Ellen Whelan

Ellen Whelan has over 25 years of experience in Estate Planning; Estate, Gift and Generation-Skipping Taxation; Family Suxxession Planning; Stock Option Gifting; Living Trust Formation and Administration; Irrevocable Trust Planning; Charitable Planning; and Life Insurance Planning.

   Ellen has been listed in The Best Lawyers in America for 2007 through 2017. For 2018, The Best Lawyers in America selected Ellen as the San Diego Trusts and Estates Lawyer of the Year. Ellen is also designated a San Diego Super Lawyer from 2008 through 2017 for her trusts and estates practice, and is listed in the Top 25 Women Lawyers by San Diego Super Lawyers. The Daily Transcript has selected Ellen for its list of Top Attorneys for 2009, 2011, 2013 and 2015 and the Los Angeles Times has recognized Ellen among Los Angeles' Women Leaders in the Law. San Diego Magazine lists Ellen in its annual publication of Top Lawyers.




"Virtual Endowments and Other Flexible Charritable Giving Techniques for Your Clients"





The Smoke House BBQ Iceberg Wedge Salad, Bacon, Cherry Tomatoes, and Blue Cheese Crumbles with Ranch Dressing

Three Cheese Macaroni and Cheese

Baked Potato Bar with Cheddar Cheese, Bacon, Butter, Sour Cream, and Scallions

Chef's Preparation of Seasonal Vegetables

BBQ Pork Ribs with Bourbon Molasses

Glaze Grilled Chicken Beast with Red Wine Chimichurri

Jalapeño Corn Bread Muffins and Biscuits Fruit Cobbler



Please RSVP 

 by Thursday, April 19th, 2018

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.



Jessica Vito Cruz

P. O. Box 880536

San Diego, CA 92168

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