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Next Meeting:

Tuesday, January 17, 2023

Planning for (and BEFORE) the December 31, 2025 Exemption Cliff for the $15 to $50 Million Estates

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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

James Thomas (Buddy) | 858.546.1046 | buddy@superplan.com

Valerie Medina | 619.450.2973 | valerie@trustpropertiesusa.com

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

FEATURED EVENTS

December 6, 2022

Holiday Mixer

USD

See Event Details

UPCOMING EVENTS

January 17, 2023

Planning for (and BEFORE) the December 31, 2025 Exemption Cliff for the $15 to $50 Million Estates

Philip Sullivan and Jennifer McGibbons

See Event Details

February 21, 2023

Domestic Asset Protection

Panelists featuring Scott Sacchi

See Event Details

March 21, 2023

Spring Mixer at KPBS

KPBS

See Event Details

April 25, 2023

The Most Neglected Asset in Estate Planning: Reducing the Expense and Anguish of Personal Property

Marin Bradshaw & Marguerite Lorenz

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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