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Tuesday, February 20, 2024

Taxman in the Mirror

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Estate Planning Council of San Diego

ESTATE PLANNING COUNCIL OF SAN DIEGO
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Sponsors

Gold Sponsors


Jay Robinson-Duff | First American Trust | 858.410.5755

Silver Sponsors


Daniel Weiner | Attorney | 8587901128

Joe Farrage | Realtor | 858-245-4508

Rosella Saucier | American Cancer Society | 619.873.7851

Meeting Sponsors


Brenda-Lee Smith | 760.688.7618 | bsmith@youroasisadvisor.com

Cheryl Kessler | 619.687.2600 | cheryl.kessler@cbiz.com

Emily Lippitt | 858.245.6504 | elippitt@glenoaksescrow.com

Valerie Medina | 619.450.2973 | valerie@trustpropertiesusa.com

Visit our Sponsorship Opportunities Page
for complete information about how to list your company on this page.

FEATURED EVENTS

January 16, 2024

Split-Dollar Life Insurance

Rick Albrecht, Corey Grant as moderator

See Event Details

UPCOMING EVENTS

February 20, 2024

Taxman in the Mirror

Michael J. Desmond

See Event Details

March 19, 2024

Attacking (and Defending) Trustees

Keith Davidson & Stewart Albertson

See Event Details

April 23, 2024

Spring Mixer

See Event Details

May 21, 2024

Trust Protectors: Guardians of the (Trust) Galaxy

Jenny Bratt & Matthew Owens

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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