ESTATE PLANNING COUNCIL OF SAN DIEGO

Dear Estate Planning Council Members,

Out of an abundance of caution and amid all of the uncertainty surrounding COVID-19 and the restrictions on holdings events and gathering of various sizes, the Estate Planning Council will be cancelling our meeting that was scheduled for April 21^st and we will be rescheduling this meeting for July 21^st at 4:30.  Please mark your calendars!

As of now, our remaining meeting dates are:

May 19^th – Speaker: Matthew Burk of Burke & Marquit discussing Prop. 13 and Transfer Tax Issues

June 16^th – Speaker: Steve Brown of Brown, Brown & Gomber (Chicago, IL) discussing Life Settlement and the Sale of Existing Life Insurance Policies

July 21^st – Speaker: Alan Nevin with a regional economic update

We will keep you posted on any further developments.  We wish everyone good health, safety, and lots of Purell!

Thank you,

The Estate Planning Council Executive Board