May 5, 2020 |
Estate Planning In Light Of Coronavirus Uncertainty
Kevin Snyder, JD.,LL.M |
March 3, 2020 |
How to create effective Estate Planning using the dynamics of family EQ sprinkled with IQ
Rick Fenelli Attorney at Law, LL.M |
February 4, 2020 |
What to say” and “What not to say” to a client who is suffering with grief!
Michele Miranda |
January 7, 2020 |
Managing and Completing The Client Puzzle ?
Betty Potalivo |
December 3, 2019 |
Choosing The Right Trustee
Carol Stroup Attorney and Matt Kimmel |
November 5, 2019 |
Explaing The Maze Of VA Benefits
Kevin Snyder |
October 1, 2019 |
Elder Care Mediation- Supporting families through shared decision making !
Sara J. Gross M.Ed.,J.D.,LL.M |
September 10, 2019 |
The Importance Of Alternative Livin Solutions: Starting The Conversation
Janis Adams and Carolyn Novotny |
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 |
|
View Current Events
|