Events Information

Monthly Membership Meeting

January 07, 2020
7:15 AM to 9:00 AM
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Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch
 Directions

The NCEPC-SD continues its Series on:

Planning for Real Estate Families

led by:

Robert Valera of Voit Real Estate Services, a Multi-Family Real Estate Expert, and

Doug Wilson of Douglas Wilson Companies, focused on Real Estate Legacy Planning

 

NOW PROVIDING CONTINUING EDUCATION, MCLE AND ESTATE SPECIALIZATION CREDITS; PLEASE PROVIDE YOUR BAR/OTHER NUMBER WHEN YOU RSVP

Please sign-in for the MCLE/CPE/CE as you enter the Meeting Room, on the left as you go down the hallway to the meeting room itself.

 

Plus, our Hot Topic Update on "What is Happening Today" led by:

  • Catherine Swafford, Esq., Withers Bergman
  • Kristan Sheppard, Esq., Goodwin Brown
  • Roberta Robinson, Esq., Robinson & Wilson

 

For Non-Members - there is a $30.00 fee for the Continental Breakfast and Meeting Room;

Members attend free of charge.

Please RSVP and Mail your check payable to the “North County Estate Planning Council- San Diego” ahead of time as soon as possible to:

William Super
William Super CPAs & Consultants
2188 Saffron Way, Fallbrook, CA 92028


Other upcoming events:

PLEASE PUT THE NCEPC-SD MEETINGS DOWN ON YOUR CALENDAR AS A RECURRING MEETING FOR THE 1ST TUESDAY OF THE MONTH.

  • February 3-4, 2020: STEP Orange County 2020 Institute FEBRUARY 3-4, 2020 at the FASHION ISLAND HOTEL NEWPORT BEACH, ORANGE COUNTY, CALIFORNIA, USA; 9TH ANNUAL INSTITUTE ON TAX, ESTATE PLANNING AND THE WORLD ECONOMY. This is always a fantastic Conference and has the Who’s Who of Domestic and International Planning including Jonathan Blattmachr, Andy Katzenstein, Matt Brown, Hugh McGill, Carsten Hoffman, Larry Brody and many others. To find out more information please go to: http://www.stepoc.org/2020-institute or see our own J Barnes who is a Board Member.
  • February 4, 2020, FIRST Tuesday of the Month, the Regular Meeting of the North County Estate Planning Council- San Diego; Steve Brown of Brown Brown and Gomberg of Skokie IL will be presenting on “Considerations in Looking at Life Settlements”. 

  • March 3, 2020, FIRST Tuesday of the Month, the Regular Meeting of the North County Estate Planning Council- San Diego; Kristan Caverly of Henderson Caverly Pum & Trytten LLP will lead a Panel that addresses: “What Estate Planners should Learn from Estate Litigators and Administrators." 

  • April 7, 2020, FIRST Tuesday of the Month, the Regular Meeting of the North County Estate Planning Council- San Diego; the Council will continue with our Series on Business Exit Planning led by Robert Copeland of Sheppard Mullin and Chuck Witham of Witham Mahoney and Abbot. More details to come.

 

North County Estate Planning Council- San Diego Board:

  • Joe Ouellette        AXA Advisors                                 [email protected]
  • William Super       William Super CPAs & Consultants   [email protected] 
  • David Jacobs        Grant Hinkle Jacobs                        [email protected]  
  • Phil Sullivan          Sullivan McGibbons & Associates     [email protected]
  • Carlee Harmonson Union Bank                                   [email protected]

 

 

Tickets

$30.00 Guest

$0.00 Member

$0.00 Regrets