East Valley 
Estate Planning Council

Thank you to our 2015/2016 Program Sponsors!

2015 Sept
Rilus Dana
"Planning for Funding Education"
Carina Burtell
"Traditional 529 Plans"


2015 Oct
Prescott Pohl, JD
"International Estate Planning"
 
2015 Nov
Kathy Gummere
"Estate Planning for the Modern Family"


2016 Jan
Lou Silverman, JD
"Estate Planning for Non Taxable Estates"
 
2016 Feb
Greg Furseth, CPA
Mark Bregman
"Incentives and Dis-Incentives in Trusts"

 
2016 Mar
Julie Miessner, CPA, CFF,  CGMA
"Estate/Probate/Trust/Fiduciary Forensic Accounting Issues"


2016 May
Matt Dana, JD, CPA, CLU, ChFC, LLM
"IRA Trusts"






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Website Original Content and Information: Copyright 2011/2012/13/14/15/16/17 East Valley Estate Planning Council

Please note: Starting in May of 2017, the East Valley Estate Planning Council is affiliated formally with the National Association of Estate Planners and Councils, and can fulfill the AEP(R) requirement of belonging to an NAEPC local 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.

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