January EPCSD Meeting: Estate Planning After The Secure Act

Date: Tuesday, January 21, 2020
Time: 4:30pm - 7:00pm
Location: Double Tree Hotel, Mission Valley 7450 Hazard Center Drive
Speaker: Edward Brennan

The Estate Planning Council of San Diego Presents:

January 2020 EPCSD Meeting:
Topic Changed to:
Estate Planning After the Secure Act

Date: Tuesday, January 21, 2020

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.



The drinks for the evening have been graciously provided by:

Jacqueline Skay, Attorney at Law

Master of Laws, Taxation

State Bar Certified Specialist: Estate Planning, Trust, and Probate Law




Estate Planning After the Secure Act

This discusion will be about tax developments past, present and future which will prepare us to understand estate planning in the 2020's and how the recent SECURE Act will change our strategies with clients. It will address the tension between the private sector and the public interest  and will include personal stories, political anecdotes and approaches to apocryphal uncertainties for the future



Edward Brennan

“Ed Brennan is a certified specialist in Probate, Estate, Trust and Tax law in the state of California. He has been practicing law for five decades and is a partner at Brennan & Roland here in San Diego.  Ed is also is a past President of this Estate Planning Council.   He attended the University of San Diego Law School and is also  a retired Naval officer.  He has been published numerous times over his career and has spoken at events for institutes and estate planning council throughout our region.  We are very lucky to have Ed join us for this topical presentation on Pension Reform.


Continuing Education Credits Pending Approval:

This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and is pending approval 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.





Mixed Greens, Mushrooms, Shaved Parmesan, Fresh Chives, Dill, Whole Grain Mustard Vinaigrette



Pistachio Crusted Salmon

Mushroom Risotto, Fava Beans, Snipped Green Beans, Lemon Cream



Vegan Meal 

Quinoa Stuffed Bell Pepper (GF) (Veg)

Quinoa, Corn, Green Onion, Cilantro, Red Onions, Spicy Tomato Sauce



DoubleTree Famous Cookies


Please RSVP 

 by Thursday, January 16th, 2020

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

See Upcoming Event Calendar