Inland Empire Estate Planning Seminar
Date: Wednesday, November 4, 2009
Time: 1:00 PM - 6:00 PM
Location: Orton Center, University of Redlands
Speaker: Various Nationally Known Speakers
The 30th Annual Inland Empire Estate Planning Seminar takes place on Wednesday, November 4 ORTON CENTER, UNIVERSITY OF REDLANDS 1:00 P.M - 6 P.M.
PROGRAM
Current Developments in
Estate Planning
Andrew Katzenstein, Esq.
Proskauer Rose, Century City
Charitable Planning Update -
Shams, Scams and
- Thank You Ma'ams
Jane Peebles, Esq.
Karlin & Peebles, Beverly Hil
Family Limited Partnerships -
An Update
Louis Mezzullo, Esq.
Luce, Forward, Hamilton
Scripps, San Diego
Estate Tax Valuations
and Appiaisal Update
John Glenn, CEO & Brad Cashion, CFA
The Mentor Group, Palm Springs
Cocktails
and Heavy Hors D'Oeuvres
Sponsored by First American Trust
and Patrons
To register, send $135 (check or money order) payable to Inland Empire Estate Planning Seminar or "IEEPS," .and mail to: IEEPS, c/o Joe Walloch, CPA, P.O. Box 7788, Redlands, CA 92375.
The registration fee is $160 if you are NOT a member of the Desert Estate Planning Council, Pomona Estate Planning Council, Riverside Estate Planning Council, San Bernardino Estate Planning Council, Arrowhead Chapter of the Society of Financial Service Professionals, or the Inland Empire Planned Giving Round Table.
Program will qualify for up to 5 hours of continuing education credit
For more information, call Co-Chairs John Oliver, CLU, at 909-792-9988 or, Joe Walloch, CPA, at 909-798-1040, or Joanna Averett at 909-380-8799
Susan Kean