Events Information

Past Meetings

Monthly Membership Meeting

December 02, 2014
7:15 AM to 9:00 AM

Knobbe Martens Law Firm
12790 El Camino Real
San Diego, CA 92130
http://www.kmob.com

“Developing an Investment Process”

Read More

51st Annual NAEPC Conference

November 05, 2014
8:00 AM to 6:00 PM

Marriott Rivercenter, San Antonio, TX

Join us!

Read More

Monthly Membership Meeting

November 04, 2014
7:15 AM to 9:00 AM

Knobbe Martens Law Firm
12790 El Camino Real
San Diego, CA 92130
http://www.kmob.com

“Estate Planning through an Asset Protection Lens”

Read More

Monthly Member Meeting

October 07, 2014
7:15 AM to 9:00 AM

Knobbe Martens Law Firm
12790 El Camino Real
San Diego, CA 92130
http://www.kmob.com

The Art of Selecting the “Right” Wealth Manager

Read More

Monthly Membership Meeting

September 02, 2014
7:15 AM to 9:00 AM

Knobbe Martens Law Firm
12790 El Camino Real
San Diego, CA 92130
http://www.knobbe.com

Roy and Eric Williams of The Williams Group, “The Prodigal Son Revisited”

Read More

Monthly Membership Meeting

August 05, 2014
7:15 AM to 9:00 AM

Knobbe Martens Law Firm
12790 El Camino Real
San Diego, CA 92130
http://www.knobbe.com

Recent Cases Affecting Family Limited Partnerships and LLCs

Read More

Monthly Membership Meeting

July 01, 2014
7:15 AM to 9:00 AM

Knobbe Martens Law Firm
12790 El Camino Real
San Diego, CA 921309
http://www.knobbe.com

DINGs, NINGs, and Dingalings…Can a California Resident Avoid California Income Tax on Income Generated Outside of California?

Read More

Preparing the Family for the Money and Philanthropy

May 06, 2014
7:15 AM to 9:00 AM

Knobbe Martens Law Firm

Speaker: Matt Wesley, The Wesley Group, Seattle, WA

Read More

NAEPC Webinar: The ATRA-Math: Estate Planning After the American Taxpayer Relief Act of 2012

April 09, 2014
3:00 PM to 4:00 PM

See Program Details For More Info

Speaker: Thomas J. Pauloski, JD

Read More

Updated California LLC Legislation and its Impact on Estate and Choice of Entity Planning

April 01, 2014
7:15 AM to 9:00 AM

Knobbe Martens Law Firm

Speaker: Phil Jelsma of McKenna Long & Aldredge

Read More

The Challenges that the Trust and Estate Administrators and Fiduciaries Have in Implementing an Estate Plan

March 04, 2014
7:00 AM to 9:00 AM

Knobbe Martens Law Firm

Speaker: Brian McDermott of Northern Trust, Carlee Harmonson of Union Bank, Thom Thale of Pro Fiduciary, Inc., and Carol Tannenberg of Kirby& Mcguin Attorneys at Law

Read More

Business Valuations and Federal Taxes

February 27, 2014
7:00 AM to 9:00 AM

AMN Healthcare Auditorium

Speaker: Senior US Tax Court Judge David Laro and Mark C. Higgins of Higgins Marcus & Lovett

Read More

Business Succession Series: Getting the Business Ready for Sale

February 11, 2014
7:15 AM to 9:00 AM

Knobbe Martens Law Firm

Speaker: Kirk Kicklighter, McKenna Long & Aldridge; David Luvisa, Hunter Wise Financial; Barbara Wight, Taylor Guitars; Stephen Jones, C3 Advisors

Read More

The Psychology of Estate Planning

January 07, 2014
7:15 AM to 9:00 AM

Knobbe Martens Law Firm

Speaker: Michel Zelnick, CPA, JD, MFA

Read More