Past Events

April 23, 2024 Spring Mixer
March 19, 2024 Attacking (and Defending) Trustees
Keith Davidson & Stewart Albertson
February 20, 2024 Taxman in the Mirror
Michael J. Desmond
January 16, 2024 Trust Protectors: Guardians of the (Trust) Galaxy
Jenny Bratt & Matthew Owens
December 5, 2023 Holiday Mixer
November 14, 2023 Mediating Estate Planning Disputes
Judy Copeland & Tim Riley
October 17, 2023 Q&A with Judge Belsky
Judge Belsky
September 19, 2023 Fall Kick-Off Mixer
June 20, 2023 Taking Philanthropy to the Next Level: Comparing Private Foundations and Donor Advised Funds
Jason Rogers, Leslie Klein & Steve DuBrava
May 16, 2023 Marine and Aviation Valuations
Eli Mansour
April 25, 2023 The Most Neglected Asset in Estate Planning: Reducing the Expense and Anguish of Personal Property
Marin Bradshaw & Marguerite Lorenz
March 21, 2023 Spring Mixer at KPBS
February 21, 2023 Domestic Asset Protection
Scott Sacchi & Michele Fischbein
January 17, 2023 Planning for (and BEFORE) the December 31, 2025 Exemption Cliff for the $15 to $50 Million Estates
Philip Sullivan and Jennifer McGibbons
December 6, 2022 Holiday Mixer
November 15, 2022 Working with your Real Estate and Business Appraiser to Accomplish Estate Planning Goals
Cheryl Kessler, Todd Wohl
October 18, 2022 Special Needs Trust...What You Must Know
AJ Battaglia, Bronson DeKoning & Leslie Autry
September 20, 2022 Fall Kick-Off Mixer
Free Appetizers | One free drink ticket per attendee courtesy of our generous meeting sponsors
June 21, 2022 Duties and Responsibilities of a California Licensed Professional Fiduciary
Nancy Thornton and Edward Schlesier
May 17, 2022 Strategic Charitable Estate Planning
Elise Wald and Kim Wenrick
April 26, 2022 Family Wealth Transfer for Real Estate
Douglas Wilson & Michele Vives
March 22, 2022 EPCSD Spring Mixer
February 15, 2022 Jacobs Center For Neighborhood Innovation
Valerie Jacobs Hapke
January 18, 2022 Bernstein’s 2022 Capital Markets Outlook
Todd Buechs & Christian Tresse
December 7, 2021 December Holiday Mixer
November 16, 2021 Year-End Planning
Jon Beyrer & S. Andrew Pharies
October 19, 2021 Prosecuting Civil & Probate Financial Elder Abuse Cases
Joel Bryant, Esq. and Rob Dieringer, Esq.
September 21, 2021 Summer Social
June 15, 2021 EPCSD June 15th Meeting: How to Avoid an Audit & What to do if Audited by the IRS
Michael Gregory
May 18, 2021 EPCSD May Meeting: District Attorney Update: Everything you've ever wanted to know about Elder Abuse but were afraid to ask
Scott Pirrello
April 27, 2021 EPCSD April 27th 2021 Meeting: Successfully Picking Up the Pieces
Teresa A. Kakadelas & Monica Ma
February 16, 2021 February EPCSD Meeting: Enhancing and Improving your Planning for IRA's and Retirment Plans
Brad Dewan
January 19, 2021 Living Legends Program Featuring San Diego’s own Living Legend: Attorney Louis A. Mezzullo, Consulting Partner, Withers Bergman LLP
Attorney Louis A. Mezzullo, Consulting Partner, Withers Bergman LLP
November 17, 2020 November EPCSD Meeting: Year End Planning
Jon Beyrer & S. Andrew Pharies
October 20, 2020 October 2020 Virtual EPCSD Meeting
Jeffrey Olson & John Reynard
July 21, 2020 July EPCSD Meeting: How estate planning and philanthropic giving are being impacted by COVID-19 and new strategies to consider
Whitney Drechsler
June 16, 2020 June EPCSD Virtual Meeting: Regional Economic Update
Alan Nevin
May 19, 2020 May EPCSD Meeting Canceled
April 21, 2020 April Meeting Canceled
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
Edward Brennan
November 12, 2019 November EPCSD Meeting: Opportunities in Opportunity Zones
Phil Jelsma
October 15, 2019 October EPCSD Meeting: The Unknown Child
Scott Rahn
September 17, 2019 Summer Social
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
Susan Mercure
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"
Dan McAllister
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?"
Meredith Brown
April 24, 2018 April EPCSD Meeting: Virtual Endowments and Other Flexible Charitable Giving Techniques Promises, Pledges, and Possibilities
Ellen Whelan
April 24, 2018 AEP Designation Meeting
March 20, 2018 March EPCSD Meeting: "Family Dynamics: Problem Children and other Dysfunctions"
Megan Earnhart
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 ®
Peg Eddy
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!
Lester Law
November 8, 2016 November 2016 Meeting with Barry Levine: Understanding Social Security Retirement Benefits- What You Don’t Know May Be Hurting Your Clients
Barry Levine
October 18, 2016 October 2016 Meeting with George Karibjanian- The impact of the Uniform Voidable Transaction Act on Estate Planners
George Karibjanian
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
Charles Day
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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