Past Events

February 5, 2019 Greg Pfeuffer Introduction to IP and the Research Tax Credit
January 8, 2019 Orange County Community Foundation
December 4, 2018 Trust Protectors
November 6, 2018 Digital Estate Planning
October 2, 2018 Social Security checkup
September 10, 2018 Mental capacity under PC, undue influence and elder abuse
May 1, 2018 Adult Protective Services Presentation
April 3, 2018 Tax reform and estate planning.
March 6, 2018 How to Keep More AND Give More at the Same Time
February 6, 2018 The Maze of Medicare
January 9, 2018 Economic Forecast
December 5, 2017 Marrying Family Law issues with Estate Planning
November 7, 2017 Strategic Planning
October 3, 2017 What you need to know about the Department of Labor Fiduciary Rules.
September 12, 2017 Networking: Make it Memorable
June 6, 2017 How to plan your funeral and what to do when you don’t
May 2, 2017 Ombudsman Program
April 4, 2017 How to plan your funeral and what to do when you don’t
March 14, 2017 California Property Taxes, Nuts to Bolts
February 7, 2017 Things to consider when buying, owning and transferring art
January 10, 2017 Medi-Cal Trust Planning
December 6, 2016 Donating Complex Assets to Charity: Case Studies and Best Practices
November 1, 2016 Practical Planning for Business Owners (part 2)
October 4, 2016 Business Succession Planning
September 6, 2016 Medi-Cal Basics and Updates (tentative)
July 28, 2016 Summer Social
June 7, 2016 Inroads to Communicating with Clients with Cognitive Impairments
May 3, 2016 Charitable Planning
April 5, 2016 Understanding Legal Capacity, Financial Abuse & Mandated Reporting
March 1, 2016 Business Succession Planning
February 2, 2016 TBA
January 5, 2016 EPCSOC Member Businesses
December 1, 2015 National Estate Planning Council Annual Conference Review
November 3, 2015 TBA
October 6, 2015 Do Your Clients Need a Corporate Fiduciary?
September 1, 2015 Baby Boomer Business Owners: Silver Tsunami
July 17, 2015 Summer Social 2015
June 2, 2015 Member Case Studies
May 5, 2015 Reverse Mortgages
April 7, 2015 Trust Administration and Accounting
March 3, 2015 Financial Investment Strategies
February 3, 2015 Choosing a Successor Trustee
January 6, 2015 Dusting Off The Old CRT's
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