BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20220621T233000Z
DTEND:20220622T020000Z
LOCATION:875 Hotel Circle South San Diego, CA 92108
UID:2270920220621T233000ZDuties and Responsibilities of a California Licensed Professional Fiduciary 
DTSTAMP:20260313T111907Z
DESCRIPTION:\n \n \n[](https://www.epcsd.org/events/register/22709)\n\nTopic: Duties and Responsibilities of a California Licensed Professional Fiduciary \n \n\nSpeakers: Nancy Thornton and Edward Schlesier  \n \n \n \nNancy Thornton | CPA (inactive), California Licensed Professional Fiduciary\n\nBased on her business expertise and personal experience as a private trustee, Ms. Thornton founded Foster Thornton to provide objective, personalized services during life’s unexpected transitions. Foster Thornton’s core values are to protect the assets, interests, and dignity of its clients. This includes individuals, families, extended families, and small businesses.\n \nIn a financial career spanning three decades, Ms. Thornton has managed budgets in excess of $60 million and coordinated the financial and day-to-day operations of professional firms with hundreds of employees. She has served as COO for several large legal firms and as Chief Financial Officer for a $40 million venture capital fund. Early in her career, Ms. Thornton became a CPA while working in the Small Business Audit and Tax Department in the Los Angeles office of Arthur Andersen & Co. In addition to financial management, she has led organizations in the areas of human resource management, technology and operations.\n \nSince founding Foster Thornton, she has successfully managed the financial affairs of individuals, families and small businesses. Ms. Thornton currently serves as Personal CFO for high net worth individuals, and as a fiduciary for trusts and estates ranging from $1 million – $80 million. In addition to her business expertise, Ms. Thornton brings discretion, professionalism, and warmth to the highly sensitive matters handled by Foster Thornton.\n\nEdward Schlesier | Partner at Blanchard Krasner & French \n \nEdward P. Schlesier is a board-certified specialist in estate planning, trust, and probate law. Other areas of practive include taxation, corporate, real estate, general business and employment matters. Schlesier's responsibilities include, but are not limited to:\n \nCounseling clients with complex estate and trust planning matters including revocable living trusts, disclaimer trusts, irrevocable life insurance trusts, qualified personal residence trusts, intentionally defective grantor trusts, grantor retained annuity trusts, charitable trusts, asset protection trusts, Nevada Incomplete Gift Non-Grantor Trusts (NINGs), total return trusts, generation-skipping trusts, dynasty trusts, private foundations, family limited partnerships, wills, health care and legal incapacity planning, and integrating retirement benefits into estate plans.\n \nAdvising and representing clients with federal and state income, gift, estate and employment tax matters including domestic and international tax plans, gift programs, estate settlements, tax audits, tax disputes, collection representation, offers in compromise, and installment agreements.\n \nAdvising and representing clients with corporate, limited liability company and partnership matters including formation, maintenance, business succession, mergers & acquisitions, dissolution, shareholder agreements, reorganizations, and disputes between owners.\n \nAdvising and representing clients with complex real estate transactions including commercial lease negotiations, property transfers, tax-deferred exchanges, and property tax assessment disputes.\n \nAdvising and representing management and employees on various employment matters including employee benefit plans, wage disputes, harassment, and personnel policies and procedures.\n \n \n ------\n\n[](https://www.epcsd.org/members/renewal)\n ------\n\nMenu for 6/21/2022\nPlated meal which Includes House Salad, Rolls & Butter, Iced Tea, Coffee  \n \nEntree #1: Herb Crusted Flat Iron Steak\nMascarpone Mashed Potato, Toasted Garlic Broccolini\nDessert: New York Cheesecake with Blueberry Sauce\nEntree #2: Vegan Option\nDetails to come\n \n[RSVP NOW](https://www.epcsd.org/events/register/22709)\nPayment Options: PayPal, Credit Card, In-Person\n ------\n\n      \n ------\n\nMeeting Sponsor\n \n\n\n   Jacqueline Skay | Attorney\n(760) 745-7576 | jskay@estateandtrustlaw.com\nwww.estateandtrustlaw.com\n100 East San Marcos Boulevard, Suite 400 San Marcos, California 92069\n ------\n\nAnnual Gold Sponsor\n \n                                        \n \n                           Jay Robinson-Duff, CFA                                        Denise L. Martin, CFP®, AEP®, CTFA,\n       Vice President, Wealth Management Advisor                  Vice President, Wealth Management Advisor\n858.410.5755 | jrobinson-duff@firstam.com    858-410-5752 | [demartin@firstam.com ](mailto:demartin@firstam.com)\n \n \n \n\n \n“Trust us to take care of you”\n \nWith more than 60 years of fiduciary experience, First American Trust provides investment management with a special expertise in real estate \nhttps://www.firstamtrust.com/our_team/93\n4380 La Jolla Village Drive, Suite 200, San Diego, CA 92122\n ------\n\n Annual Silver Sponsor\n \n   \n \n\nRosella Saucier | Director, Estate & Gift Planning\n619.873.7851 | Rosella.Saucier@cancer.org\nThe mission of the American Cancer Society is to save lives, celebrate lives, and lead the fight for a world without cancer. \n[www.cancer.org](http://www.cancer.org/)\nPO Box 910549 San Diego, CA 92191\n ------\n\n \n \n \nIf you have any questions about registration or the Estate Planning Council, please contact our new Administrator:  Lorin Silva at administrator@epcsd.org. Or call 619-663-7134 after 3 p.m.\n \n \n \n
SUMMARY:Duties and Responsibilities of a California Licensed Professional Fiduciary  - Estate Planning Council of San Diego 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR