January EPCSD Meeting: Estate Planning After The Secure Act
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
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
“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
Quinoa Stuffed Bell Pepper (GF) (Veg)
Quinoa, Corn, Green Onion, Cilantro, Red Onions, Spicy Tomato Sauce