|February 18, 2020||
February EPCSD Offsite Meeting: San Diego Humane Society
Dr. Gary Weitzman
|January 21, 2020||
January EPCSD Meeting: Estate Planning After The Secure Act
|November 12, 2019||
November EPCSD Meeting: Opportunities in Opportunity Zones
|October 15, 2019||
October EPCSD Meeting: The Unknown Child
|September 17, 2019||
Wine Master Lowell Jooste will give a talk on their sustainable winery and give a detailed explanation on all the wine that they will serve for the evening.
|May 14, 2019||
May 2019 Meeting: Exit Planning for the Professional Firm- A Panel Discussion
Mariel Estigarribia, Tanya Scott & Paul Zimmer
|April 23, 2019||
April 2019 Meeting: Best Practices for Beneficiary Designations
|March 19, 2019||
March 2019 Meeting: "Field of Life- Teamwork Makes the Dream Work"
Ronald Greenwald and Patti Gerke
|February 19, 2019||
February Offsite Meeting: Non-Tax Aspects of Charitable Giving
Andy Pharies and Erin Norberg
|January 8, 2019||
January EPCSD Meeting "Prop 13 & The Impact On Intra-Family Transfers"
|November 13, 2018||
November Meeting "Liar Liar, Pants on Fire"
Dr. Janet & Dr. Neal Larsen Palmer
|October 16, 2018||
October EPCSD Meeting- Dealing with Dementia
Dr. Kent Peppard
|September 25, 2018||Summer Social|
|May 15, 2018||
May EPCSD Meeting "Death During Divorce: The Phantom Menace?"
|April 24, 2018||
April EPCSD Meeting: Virtual Endowments and Other Flexible Charitable Giving Techniques Promises, Pledges, and Possibilities
|April 24, 2018||AEP Designation Meeting|
|March 20, 2018||
March EPCSD Meeting: "Family Dynamics: Problem Children and other Dysfunctions"
|February 20, 2018||
February EPCSD Offsite Meeting- SDSU
Stanley Maloy, Ph.D., Associate Vice President of Research and Innovation
|January 16, 2018||
January EPCSD Meeting: The Family Conversation
Panel with Candise Holmlund and Jennifer M. McGibbons
|November 14, 2017||
November EPCSD Meeting
Philip P. Lindsley
|October 24, 2017||
October EPCSD Meeting: California’s Revocable Transfer on Death Deed; Simple Non-probate Transfer or Trap for the Unwary?
Erin L. Prouty
|September 19, 2017||EPCSD 2017 Summer Social Event & Golf Tournament|
|May 16, 2017||
May 2017 Meeting- Planning in the Trump Era and Avoiding Trust Litigation
Thor Eakes, CPA and Phil Sullivan, Estate Planning Attorney
|April 18, 2017||
April 2017 Meeting with Peg Eddy: From Show and Tell to the Opening Bell ®
|March 14, 2017||
March 2017 Meeting- How much is Grandma's ring really worth, and how do we protect it?
Panel of Speakers: Thom Underwood & Carolyn Konecki
|February 21, 2017||
February 2017 Offsite Meeting at the Central Library
San Diego Central Library
|January 17, 2017||
January 2017 Meeting with Lester Law: Income and Transfer Taxes – Where the Rubber Meets the Road!
|November 8, 2016||
November 2016 Meeting with Barry Levine: Understanding Social Security Retirement Benefits- What You Don’t Know May Be Hurting Your Clients
|October 18, 2016||
October 2016 Meeting with George Karibjanian- The impact of the Uniform Voidable Transaction Act on Estate Planners
|July 12, 2016||EPCSD Philanthropy Day|
|May 17, 2016||
Wills and Trusts of the Rich and the Famous
Bruce S. Ross, Esquire
|April 19, 2016||
When Divorce and Estate Planning Cross Paths
Nancy Henderson and Richard Hyatt
|March 15, 2016||
Making Your Client Judgment Proof
Jacob E. Stein
|February 16, 2016||
The Planned Gift: Leading Questions Every Charity Wishes You Would Ask Your Clients
|January 22, 2016||
Comprehensive Planned Giving Seminar
Claudia B. Sangster, Esq. and Steven J. Chidester, Esq.
|January 19, 2016||
What Every Estate Planning Professional Needs to Know About Special Needs Trusts
Carol Battaglia and Mary Waltari
|November 17, 2015||
Why Equities, Why Now?
Rich Ina, UBS
|October 20, 2015||
Real Estate Strategies for Business Owners and Professionals
Glen Arnold, Sr.
|September 22, 2015||Annual Summer Social|
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