East Valley 
Estate Planning Council

Thank you to our 2011/12 Program Sponsors!

2011 Sep
Wesley Scott, JD, CPA
IRS Estate Tax Update


 
2011 Oct
Mark Moritz, JD
Where There Isn't A Will, There's Still A Way



2011 Nov
Hugh Magill
Fiduciary Issues and Answers


 
2012 Jan
T. James Lee, JD
To Decant or Not Decant...That is the Question



2012 Feb
Dale A Walters, CPA, PFS, CFP
Cross Border Asset Acquisitions



2012 Mar
Theresa Chacopulos
Wealth Strategy Client Relationship Management

 
 
2012 May
Ameta Sheth
Outlook





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Website Original Content and Information: Copyright 2011/2012/13/14/15 East Valley Estate Planning Council

Neither the East Valley Estate Planning Council (EVEPC) nor its sponsors make any warranties, either express or implied, concerning the accuracy, completeness, reliability, or suitability of any information or materials provided by presenters at its functions or posted for member reference to this website.  Nor does EVEPC or its sponsors warrant that the use of this information or materials is free of any claims of copyright infringement.  Any opinions expressed are solely those of the presenters and are not necessarily those of EVEPC.

Please note: the East Valley Estate Planning Council is not affiliated formally with the National Association of Estate Planners and Councils



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