Past Events

July 9, 2019 Managing In Home Care
Kyle Dalton
June 4, 2019 Housing Wealth's role in Probate,Divorce and as an Asset Class.
Jennifer Purzycki and Tom Maruscsak
May 7, 2019 The Importance Long-Term Care Funding—It’s Just Not For Seniors!
Robert Burns,Michele Miranda,Gary Edkins
March 5, 2019 529 Plans. A Closer Look At A Versatile Solution
Steven Takeda CIMA®, SVP Morgan Stanley
February 5, 2019 Greg Pfeuffer Introduction to IP and the Research Tax Credit
Greg Pfeuffer
January 8, 2019 Orange County Community Foundation
Shelley Hoss, President of OCCF
December 4, 2018 Trust Protectors
Dawn M. Keeney
November 6, 2018 Digital Estate Planning
Cheryl L. Barrett
October 2, 2018 Social Security checkup
Helen Dooling
September 10, 2018 Mental capacity under PC, undue influence and elder abuse
Jen Lefton
May 1, 2018 Adult Protective Services Presentation
Patrick Jenison
March 6, 2018 How to Keep More AND Give More at the Same Time
Ronald S. Latin
December 6, 2016 Donating Complex Assets to Charity: Case Studies and Best Practices
Fidelity Charitable
November 1, 2016 Practical Planning for Business Owners (part 2)
Rick Fenelli and Thomas Welch
October 4, 2016 Business Succession Planning
Rick Fenelli & Thomas Welch
September 6, 2016 Medi-Cal Basics and Updates (tentative)
Lisa Ramsey
July 28, 2016 Summer Social
June 7, 2016 Inroads to Communicating with Clients with Cognitive Impairments
Alzheimer's Orange County - Kim Bailey
May 3, 2016 Charitable Planning
Mark A. Ziebold, Esq., LLM (Tax)
April 5, 2016 Understanding Legal Capacity, Financial Abuse & Mandated Reporting
Mark Powell
March 1, 2016 Business Succession Planning
Louis Mezzullo
February 2, 2016 TBA
January 5, 2016 EPCSOC Member Businesses
Membership Panel
December 1, 2015 National Estate Planning Council Annual Conference Review
Dean Finkenberg / Greg Aitkens
November 3, 2015 TBA
October 6, 2015 Do Your Clients Need a Corporate Fiduciary?
Victoria Gray, CTFA, CFA & Sharon Buck CTFA, CFP, ChFC, CLU, ADFA, EA
September 1, 2015 Baby Boomer Business Owners: Silver Tsunami
Donna Adam, CFP
July 17, 2015 Summer Social 2015
Members
June 2, 2015 Member Case Studies
Members
May 5, 2015 Reverse Mortgages
Laurie A. Libby
April 7, 2015 Trust Administration and Accounting
Beth Vasquez, JD
March 3, 2015 Financial Investment Strategies
Greg Aitkens, CFP & Joseph A. Cavallo, CFP
February 3, 2015 Choosing a Successor Trustee
Toni DeGasperin, Clay Speigel, Lynee Kniss
January 6, 2015 Dusting Off The Old CRT's
Charles J. McLucas, Jr. CPA/PFS
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