November EPCSD Meeting: Opportunities in Opportunity Zones

Date: Tuesday, November 12, 2019
Time: 4:30pm - 7:00pm
Location: Double Tree Hotel, Mission Valley 7450 Hazard Center Drive
Speaker: Phil Jelsma

The Estate Planning Council of San Diego Presents:

November 2019 EPCSD Meeting:

Date: Tuesday, November 12th, 2019

Time: 4:30 P.M. to 7:00P.M.

Where: Double Tree Hotel, Mission Valley 

7450 Hazard Center Drive

Room: Brickstone

Parking: You can park on the street or in the hotel garage- we do validate parking for the garage.



Speaker & Topic: 

Phil Jelsma

Opportunities in Opportunity Zones

Opportunity Zones were created under the 2017 Tax Law and is designed to encourage investment in distressed communities by providing tax incentives to invest in qualified opportunity funds. Similar to a 1031 exchange on a rental property, this program enables investors to deploy assets with unrealized gains in new investments based in physically in these “Opportunity Zones”. Phil Jelsma is a leading attorney in San Diego who focuses on business planning with an emphasis on real estate.
Phil will help explain what these Opportunity Zones are and how individuals and business can potentially benefit from the program.Phil’s extensive experience supporting corporate mergers and acquisitions includes representing buyers and sellers in consolidations, stock and asset purchases, management buyouts, and related transactions. He also advises on entity formation, fiduciary duties, inter-partner relationships, the issuance of stock and other ownership interests, recapitalizations and reorganizations, officer and director issues, corporate governance, stock option and appreciation rights plans, and contract preparation.


Continuing Education Credits Approved:

This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and has been approved for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour.

This presentation also is pending approval for 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals.



Field Green Salad


Sliced Apples, Macadamia Nut, Feta Cheese, Honey Dressing

Pork Loin

Red Bliss Roasted Potatoes, Broccolini, Dark Gravy with Mustard



Vegan Meal 

Mushroom Parm Risotto

Parmesan Cheese with Mushroom Risotto served in a Tomato


DoubleTree Famous Cookies


Please RSVP 

 by Thursday, November 7th, 2019

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 Vito Cruz

P. O. Box 880536

San Diego, CA 92168

See Upcoming Event Calendar