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

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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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