Events Information

Past Meetings

Monthly Membership Meeting

December 06, 2016
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

So the Elections are Over, What Does That Mean for the Markets and the Economy?

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Monthly Membership Meeting

November 01, 2016
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Thoughts and Considerations in Choosing a Fiduciary

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Monthly Membership Meeting

October 04, 2016
7:00 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

The Effectiveness of Family Business Councils

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Monthly Membership Meeting

August 02, 2016
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

The “Practice” of Estate Planning - War Stories from the Trenches

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Monthly Membership Meeting

July 05, 2016
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Planning For An IPO (Intellectual Property Owner)!

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Monthly Membership Meeting

June 07, 2016
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Maybe It’s Time to Insure Your Future: PPLI as the Last Tax Haven for Investment Income?

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Monthly Membership Meeting

May 03, 2016
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Premium Financing: "To Leverage or Not to Leverage" That Should ALWAYS be the Question

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Monthly Member Meeting

April 05, 2016
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Offshore Trusts - Not Just for Blue Bloods Anymore; AND Domestic Asset Protection Trust Have Their Place As Well

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Monthly Members Meeeting

March 01, 2016
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Hot Topics in Trust and Estate Litigation: How Estate Planners Can Avoid Getting Burned!

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Monthly Membership Meeting

January 05, 2016
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Business Succession Planning: Planning for the Orderly Transfer of the Management and Ownership of a Business

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