Past Events

July 3, 2019 July, No Events This Month
June 5, 2019 2018-2019 Annual Banquet
May 1, 2019 Bankruptcy and Protecting Your Clients
April 3, 2019 How to Have a Successful Mediation
March 6, 2019 Blockchain Technology
February 6, 2019 A Multidisciplinary Case Study
January 9, 2019 Dealing with Five Generations in the Workplace
December 5, 2018 Annual Holiday Social
November 14, 2018 Inland Empire Estate Planning Seminar
November 6, 2018 5th Annual NAEPC Advanced Estate Planning Strategies Conference
October 3, 2018 Modification & Termination of Trusts: A Double-Edged Sword
September 5, 2018 AEP Recognition and Networking Social
June 6, 2018 Annual June Banquet
May 2, 2018 Liar, Liar Pants on Fire! Major Body Language Clues to Lying
April 4, 2018 Transition by Design: Successful Succession of the Privately Held Business and Wealth
March 7, 2018 Tax Reform
February 7, 2018 Title Issues Estate Planning Professionals Need to Know
January 17, 2018 An Unholy Alliance: California's Documentary Transfer Tax and Property Tax Change in Ownership Law
December 6, 2017 2017 Holiday Social
October 4, 2017 Cross-Disciplinary Case Study
September 6, 2017 AEP Recognition & Networking
June 14, 2017 NAEPC WEBINAR: A Potpourri of Planning Ideas With Life Insurance
June 7, 2017 June Banquet
May 10, 2017 NAEPC Webinar: Effective Estate Planning for Diminished Capacity - Can You Really Avoid Guardianship?
May 3, 2017 White Collar Crimes: ID Theft and Fraud Scams
April 19, 2017 NAEPC Webinar: Hot Valuation Issues in Estate Planning
April 5, 2017 Cyber Security: The Real Threat to You and Your Businesses
March 8, 2017 NAEPC Webinar: Negative Basis Partnership Freeze
February 1, 2017 Is the Bypass Trust Dead
January 18, 2017 NAEPC Webinar: Rethinking Life Insurance Valuation for Seniors
January 4, 2017 Joint Meeting EPC Riverside & EPC San Bernardino
December 14, 2016 NAEPC Webinar: Top Ten Estate Planning and Estate Tax Developments of 2016
December 7, 2016 Annual Holiday Social
November 2, 2016 37th Annual Inland Empire Estate Planning Seminar
October 19, 2016 NAEPC Webinar: Tricky GST Issues
October 5, 2016 Multi-Disciplinary Planning
September 14, 2016 NAEPC Webinar: Income Tax Deductions for Charitable Bequests of IRD
September 7, 2016 AEP Recogntion and Networking
August 10, 2016 NAEPC Webinar: Tax and Estate Planning for Divorce
June 1, 2016 Annual Banquet
May 4, 2016 Philanthropy and Wealth Stewardship for Affluent Families
April 20, 2016 NAEPC Webinar: Grantor Trusts - Third Party and Grantor Debt: What Are the Effects During Life and At and After Death?
April 6, 2016 Form 990 - People Are Looking
March 9, 2016 NAEPC Webinar: Life Insurance as an Asset Class
March 2, 2016 Changing Trust Situs
February 10, 2016 NAEPC Webinar: Business Succession Planning
February 3, 2016 Beneficiary Designations and How to Get Back at Your Family
January 20, 2016 NAEPC Webinar: A Year in Review: An Estate Planners Perspective
January 13, 2016 Philanthropy in the Changing Economy of the Inland Empire
December 9, 2015 NAEPC Webinar: Asset Protection and Estate Planning for Retirement Benefits
December 2, 2015 2015 Holiday Social
November 4, 2015 36th Annual Inland Empire Estate Planning Seminar
October 14, 2015 NAEPC Webinar: Subchapter J (Income Tax of Trusts and Estates) - The Forgotten Tax
October 7, 2015 Property Tax: Change in Ownership Law for Estate Planners
September 2, 2015 1st Business Social in New Year 2015-2016
June 3, 2015 50th Anniversary Annual Banquet
May 6, 2015 WHAT WOULD YOU ADVISE? (Multidisciplinary Case Study: Estate Planning for a Small Family Run Business)
April 1, 2015 In Home Care Giving: The Advantages of Hiring Legally & The Consequences of Hiring Under the Table
March 4, 2015 Estate Planning for Digital Assets
February 4, 2015 I LOVE ANNUITIES
January 7, 2015 Charitable Planning May Be Effective Succession Planning
December 3, 2014 Holiday Celebration
November 12, 2014 Inland Empire Estate Planning Seminar
October 1, 2014 ASSET PROTECTION: Fact and Fantasy
June 4, 2014 End of Year Dinner and Celebration
May 7, 2014 Succession Planning and Selling of Closely-Held Businesses
April 2, 2014 Guiding Clients and Their Families to Make Meaningful and Financially Appropriate Decisions at the End of Life
March 5, 2014 AGING AIN'T WHAT IT USED TO BE
February 5, 2014 The Art of Valuing and Taxing Art & Collectibles
January 8, 2014 Asset Protection
December 4, 2013 Holiday Celebration Social
November 6, 2013 Inland Empire Estate Planning Seminar
October 2, 2013 Defense of Marriage Act and Its Impact on Estate Planning
June 5, 2013 End of Year Celebration Dinner
May 1, 2013 Managing Shared Assets
April 3, 2013 View from the Bench
March 6, 2013 Tax Evasion and Money Laundering
February 6, 2013 WHAT ESTATE PLANNERS OUGHT TO KNOW ABOUT THE PATIENT PROTECTION AND AFFORDABLE CARE ACT
January 9, 2013 The Impossible Dream or A Match Made in Heaven - UPIA and TOLI!
January 1, 2013 View from the Bench
December 5, 2012 Holiday Celebration and Social
November 28, 2012 33rd INLAND EMPIRE ESTATE PLANNING SEMINAR
October 3, 2012 Tick. Tock. Thoughts and Ideas on Estate Planning in Q4 2012
June 13, 2012 EPCRC YEAR END DINNER AND CELEBRATION
May 2, 2012 THE PRIVATE FIDUCIARY ACT: How It Relates to Other Estate Planning Professionals
April 4, 2012 Quality of Life: How Estate Planning Attorneys Can Influence Clients Lives
March 7, 2012 Update on Valuation Issues for the Estate Planner
February 1, 2012 Six Steps to Launching Your Social Media Marketing Plan
January 10, 2012 EPCRC combined meeting with EPCSB topic Elder Abuse
December 7, 2011 Holiday Celebration Social
November 9, 2011 Inland Empire Estate Planning Seminar
October 5, 2011 WHAT I WOULD WANT TO KNOW ABOUT THE LIFE INSURANCE BUSINESS IF I DIDN'T ALREADY KNOW IT
June 1, 2011 YEAR END CELELBRATION DINNER
May 4, 2011 Estate Planning for Intellectual Property
April 6, 2011 How to Approach Your Clients Regarding Charitable Giving
March 2, 2011 Trust owned life Insurance, Trustee Liability and the Prudent Investor Act
February 2, 2011 OUTLOOK FOR THE ECONOMY: The New Normal is so 2010!
January 5, 2011 Leveraged Transfers in the Light of Current and Potential New Legislation
December 1, 2010 HOLIDAY SOCIAL
November 10, 2010 Thirty First Inland Empire Estate Planning Seminar
October 6, 2010 Long Term Care
June 2, 2010 An Evening In Italy
May 5, 2010 A Discussion About Trust Distribution Provisions for Capacited/Surviving Spouse
April 7, 2010 Proposition 8 - Decline in Value
March 3, 2010 Optimizing Your Portfolio with Life Insurance
February 3, 2010 Health Care Bill from Hell and Other New Tax Developments
January 13, 2010 WHAT IN THE WORLD Global Reflections on the US Economy
December 2, 2009 HOLIDAY SOCIAL AND CELELBRATION
November 4, 2009 Inland Empire Estate Planning Seminar
October 7, 2009 Roth IRA Issues and Opportunities in 2010
June 5, 2009 2008-2009 REPC Year-end Event
May 6, 2009 Top Ten Myths About Social Security - What People Really Don't Know But Think They Do
April 1, 2009 Long-term Care and Estate Planning Issues
March 4, 2009 Philanthropy Potpourri
February 4, 2009 Current Issues in Valuation Relating to Estate & Gift Tax
January 7, 2009 Unintended Consequences - How the Best Laid Estate Plans Fail, Solutions to Unforeseen Problems
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