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Let us know what you think!  Tax updates, comments on presentations, ideas for future speakers, words of wisdom and great resources to share...post them here!
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  • 30 Aug 2023 10:22 AM | Anonymous

    The 2023/2024 membership renewal campaign and new member invites are now open!

    Please be sure to process your membership renewal today!

    EVEPC also encourages all non members to consider membership.

    Returning members renew by logging into your online profile.

    New members can process a membership application online here.

  • 29 Sep 2020 10:07 AM | Anonymous
       9/01  9/29   Goal
     Renewed

    11

    31   
     New

     1

    1  
     Total  12 32 

    80

    (70 full/10

    half season)

     Potential Renewals

     Due

     62 41   


  • 01 Sep 2020 9:05 AM | Anonymous
       9/01  Goal
     Renewed

     11


     
     New

     1


     
     Total  12

    80

    (70 full/10

    half season)

     Potential Renewals

     Due

     62  


  • 06 Sep 2019 3:21 PM | Anonymous


    8/06   8/20 9/6  Goal
     Renewed 31  44  53  

     New

    1  1  2  

     Total

    32 45  55   80
    (70 full/10 half season)

    Potential Renewals due

    44  31  23  


  • 20 Aug 2019 8:35 AM | Anonymous


    8/06   8/20 Goal
     Renewed 31  44  

     New

    1  1  

     Total

    32 45   80
    (70 full/10 half season)

    Potential Renewals due

    44  31  





  • 06 Aug 2019 10:40 AM | Anonymous

    8/06  Goal
     Renewed 31  

     New

    1  

     Total

    32  80
    (70 full/10 half season)

    Potential Renewals due

    44  


  • 25 Jul 2019 12:26 PM | Anonymous

    Sep 18, 2019

    Legacy Account (CLAT)

    Jonathon M. Morrison,

    Fazer Ryan Goldberg & Arnold, LLP

    Oct 16, 2019

    ALLCA

    Dick Onsager,

    Onsager, Werner & Oberg, P.L.C.

    Nov 20, 2019

    Special Needs Trust

    Stephanie Bivens,

    Bivens & Associates

    Jan 22, 2020

    Panel Discussion:  Business Succession w/o Breaking the Bank & Administering Trusts w/ Small Business Interests

    Chris Siegel, JP Morgan Chase Bank

    Greg Kruzel, Braun Siler Kruzel PC

    Feb 19, 2020

    Upcoming changes to the probate rules/code

    TJ Ryan,

    Frazer Ryan Goldberg & Arnold LLP

    Mar 18, 2020

    Community Property for Non-Family Law Attorneys

    Douglas C. Gardner,

    Davis Miles McGuire Gardner

    Apr 2020

    Joint CE program with FPAofGP

    TBD

    May 20, 2020

    Fiduciary Liability Considerations

    Jason Ray,

    BOK Financial


  • 25 Jul 2019 12:22 PM | Anonymous
    President Carina Burtell Edward Jones
    Vice President Kristie Leshinskie Arizona Community Foundation
    Secretary Shanna Mayberry Mutual of Omaha Bank
    Treasurer Dennis Hare Lohman Company PLLC
    Past President Robert Sewell Davis Miles McGuire Gardner, PLLC
    Director Brooks Crandell First International Bank & Trust
    Director Otto Shill Jennings Strouss & Salmon, PLC 
    Director Bryan Holm Phelps Law Office
    Director John Marsh JP Morgan Private Bank
    Director Jae Christensen Northern Trust
    Director Megan Ruffentine BMO Harris Bank


  • 11 Sep 2018 9:44 AM | Anonymous

     7/10 7/25  8/14 8/24  9/11 
     Renewed 14 24  33  41  46  

     New

    1  2  4  5  6  

     Total

    15 26  37   46 52   80
    (70 full/10 half season)

    Potential Renewals due

    60  49  41  34 23   


  • 24 Aug 2018 3:07 PM | Anonymous

     7/10 7/25  8/14 8/24 
     Renewed 14 24  33  41  

     New

    1  2  4  5  

     Total

    15 26  37   46  80
    (70 full/10 half season)

    Potential Renewals due

    60  49  41  34  


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East Valley Estate Planning Council

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