Past Events

January 17, 2019 Financial Abuse Through the Abuser's Eyes
November 8, 2018 Economic and Investment Outlook for 2019
August 9, 2018 EPCSAC- Annual Bocce Ball Event
May 10, 2018 Practical Tips for Creating Flawless ILITs
March 8, 2018 Medicare Planning for Your Clients
January 11, 2018 Digital Marketing: The Do's and Dont's
November 9, 2017 Avoiding Physical and Financial Crisis in Not So Golden Years
September 14, 2017 Final Notice: Pooled Special Needs Trusts
August 10, 2017 Networking Bocce Ball Events
May 11, 2017 Estate Planning Paralysis
March 9, 2017 Diminished Capacity - Psychiatrist Guide for Estate Planning Professionals
January 19, 2017 Family Dynamics and Estate Planning
November 10, 2016 Insurance & Investment Strategy for Longevity
September 8, 2016 International Estate Planning Issues
August 11, 2016 Networking Bocce Ball Event Invitaion
May 12, 2016 Digital Estate, Social Media and Technology
March 10, 2016 Understanding Financial Elder Abuse
January 14, 2016 Understanding the Interplay of Estate Planning and Family Law
November 12, 2015 Caring for Beloved Pets with Pet Trusts
September 10, 2015 Trends in Philanthropic Giving
August 13, 2015 Social Networking Event
May 14, 2015 Special Needs Planning including Tax Considerations
March 12, 2015 Ethics and Malpractice Issues
January 15, 2015 International Assets & Estate Planning
November 13, 2014 How to Avoid Needlessly Exposing Your Client’s Assets to Creditors in an Estate Plan
September 11, 2014 Through the Economic and Financial Markets Wormhole
May 8, 2014 An Estate Planning Technique that Can Eliminate Some or All of the Income Tax Owed by Beneficiaries on 401(k) Accounts and Rollover IRAs
March 13, 2014 Contemporary Long Term Care Insurance and New Strategies: Important Changes In the Industry
January 16, 2014 The Effect of the Affordable Care Act (ACA) on Estates & Trusts
November 14, 2013 Preparing Same-Sex Tax Returns in A Post DOMA World
September 12, 2013 What Would You Do if Someone Hacked Into Your Computer or Stole Your Laptop?
May 9, 2013 Special Needs Trusts
March 14, 2013 Medi-Cal Planning as a Component of Long-Term-Care Estate Planning
January 10, 2013 Internal Revenue Service - Estate Tax
November 8, 2012 Legal Mental Capacity: A Psychiatrist's Perspective
September 13, 2012 Taxable Installment Sales
May 10, 2012 How to Avoid a Malpractice Claim
March 11, 2010 Recent Tax Developments in Estates and Trusts
January 14, 2010 Charitable Lead Trusts & Charitable Gift Planning
November 12, 2009 Veterans Benefits
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