Events Information

Monthly Membership Meeting

March 03, 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 North County Estate Planning Council - San Diego, proudly welcomes an all-star panel:

Kristen Caverly, Henderson Caverly Pum & Trytten;

Dawn Hall Cunneen, Cunneen & Booth; and,

Nancy Thornton, Foster Thornton Private Fiduciaries


“Keep Your Clients’ Estate Plans Out of Court – 3 Areas Where Planners Can Reduce Trust Administration Litigation”

 

Trust and estates attorneys Dawn Hall Cunneen and Kristen Caverly team up with professional fiduciary Nancy Thornton to discuss how estate and financial planners can proactively address three important areas of trust administration to reduce post-mortem litigation.  The panel will discuss tips for reducing litigation amongst beneficiaries over (1) rights to occupy the personal residence and vacation homes held in trust, (2) distributing and selling personal property, and (3) managing and carving up family owned businesses.  The panel brings together decades of experience in what does not work to help families avoid these common problems and preserve more family wealth for the family.

 


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.

  • 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