Meetings - 2019

Reservations must be made by the Friday before the meeting. More details to follow.

 

Please send your comments to the Board after each meeting, using the Evaluation Form (MS Word Document), and e-mailing it to: Nora Miller, Nora.Miller@wellsfargo.com

DATE
SPEAKER TOPIC DEADLINE  
Jan 16
Vickie R. Wilcox 2019 Tax Update Jan 11
Feb 20
Victor Haslam Uniform Directed Trusts Feb 16
Mar 20
Mark Sommer/Ed Risley IT Security Mar 15
Apr 17
Pamela Suggs, Nancy Banker/Elizabeth Roghair Seminar Panel Discussion: Gifts of Art or Other Assets:
Philanthropy, Appraisals, Practical Issues, etc.
Apr 12
May 15
Dr. Eric Grasser Aging in Place II May 10
Jun 19
John B. Pound Mediation in the Real World v. Mediation in the Ideal World - a Study in Contrasts. Jun 14
Jul 17
Ami Jaeger Sex on Ice: The Impact of Assisted Reproduction and Cryopreservation on Estate Planning Jul 12 Click Here To Register
Aug
No Meeting      
Sep 18
Speaker TBA Divorce: Other Family Issues through the Advisory Team ("Collaborative Model") Sep 13
Oct 16
Speaker TBA TBA Oct 11
Nov 20
Speaker TBA Special Needs Trusts Nov 15
Dec
No Meeting      
The Santa Fe Estate Planning Council, Inc. ("SFEPC") speakers and speakers' written materials are intended to provide current and accurate information about the subject matter covered and are designed to help SFEPC members maintain their professional competence. Nothing contained in SFEPC's speakers' remarks or the speakers' written materials are legal advice or other professional advice. SFEPC members and guests of members are responsible for obtaining advice from their own lawyers or other professional advisors. Speakers and their materials are provided with the understanding that SFEPC does not render any legal, accounting or other professional advice. The information and written materials presented at SFEPC meetings represent the opinions and views of the authors and should not be construed as the views of SFEPC. Any interpretation or application of materials presented by the speakers or contained in their written materials is a matter for the judgment of the individual member (or guest of a member) and SFEPC disclaims all liability therefore.