East Valley 
Estate Planning Council

Thank you to our 2017/2018 Program Sponsors!

2017 Sept
Cristi McMurdie
"Where Domestic Relations Meets Estate Planning:  Intersections and Opportunities"

2017 Oct
Mark Moritz
"Things Ain't What They Used To Be...New Laws, New Paradigms For Estate Planning"

 
2017 Nov
Robert Sewell - Moderated Panel Discussion
"War Stories:  When Estate Planning Goes Wrong"

2018 Jan
Christopher Siegle 
"Does the Last Word Stand?  Modifying Trusts to Preserve Grantor Intent"


2018 Feb
Dr. Lauri Yablick
"Dementia and How to Avoid Claims of Exploitation, Undue Influence and Lack of Testamentary Capacity"

2018 Mar
Ethan Allen
"The Ins and Outs of Captive Insurance"

2017 April
Joint CE Event with FPA of Greater Phoenix

Dr. marianne Moody Jennings
"Ethics"

 2018 May
Josh Levine
"Working Successfully with Tangible Personal Property and Collectibles in an Estate"

 




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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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