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Tuesday, April 25, 2023

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

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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
Robert Harvey | 800.387.2415 | robharvey@comfortkeepers.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.

UPCOMING EVENTS

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

May 16, 2023

Marine and Aviation Valuations

Eli Mansour

See Event Details

June 20, 2023

Taking Philanthropy to the Next Level: Comparing Private Foundations and Donor Advised Funds

Jason Rogers, Leslie Klein & Steve DuBrava

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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