Date and Location
Cost and Reservations
Meeting Calendar
Date and Location
Meetings are typically held the first Monday of
each month at the Phoenix Country
Club, 2901 North Seventh Street, Phoenix, Arizona, 85014, 602-636-9824.
The exceptions
to this schedule will be:
Click
here for
the meeting calendar.
Meetings are networking
and educational meetings. The typical meeting agenda is:
5:00 pm Cocktails
5:45 pm Dinner
6:30 pm Program Commences
7:30 pm Adjourn
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Cost and Reservations
Cost is free to CAEPC members. Guests are
welcome although there is typically a guest charge of $75.
CAEPC accepts checks and visa or master card. Payment
must be received with reservation in order to ensure a dinner
seat is available. DO NOT send credit card numbers via email. If
you are paying a guest fee via credit card, FAX is recommended.
Make your reservations via email at info@caepc.org or
by FAX 480-922-5283 no later than 12:00 PM (Noon) on the Thursday
before the meeting. This is the latest that we can submit
our attendance list. Those who make their reservations after
the cutoff time cannot be guaranteed a seat for dinner.
When making a reservation, please include the following
information:
-
Your name
-
Telephone number
-
Your Firm Name
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Meeting Dates
October
4, 2010
5:00-7:30 pm |
Speaker: |
Richard A Oshins, Esq
Oshins & Associates |
|
| Topic: |
A Special Trust: Beneficiary Defective Inheritor's Trust
("BDIT") |
| Sponsor: |
Kotzin Valuation Parners, LLC |
TBD
|
Speaker: |
Tennis Outing |
|
| Sponsor: |
|
|
Nov
1, 2010
5:00-7:30 pm |
Speaker: |
Donald O. Jensen, Esq
University of Texas |
|
| Topic: |
Still Crummy After All These Years |
|
| Sponsor: |
Northen Trust NA |
|
Dec
6, 2010
5:00-8:00 pm |
Topic: |
Holiday Party |
|
| Sponsor: |
Sun Cornerstone Group, Inc. |
Jan
10, 2011
5:00-7:30 pm
first Monday
|
Speaker: |
John H. Brown, J.D. |
|
| Topic: |
Opportunities for Professional Advisors in a Strategic
Business Exit Plan |
| Sponsor: |
Harris Private Bank |
Feb
7, 2011
11:30-4:30
|
Speaker: |
Samuel A. Donaldson
University of Washington School of Law
|
|
| Topic: |
Federal Estate Tax Update for Estate Planners With Charitable and Ethics Components |
| Sponsors: |
Arizona Community Foundation
U.S. Trust, Bank of America Private Wealth Management |
Mar
7, 2011
5:00-7:30 pm
Past President's
Recognition Meeting |
Speaker: |
Victor J. Schultz, Esq.
M&I Wealth Management |
|
| Topic: |
New Developments in Planning for Distributions from IRAs
and Qualified REtirement Plans |
| Sponsors: |
M&I Wealth Management
|
| April
TBD |
Topic: |
Estate Planners Open Scramble Golf |
|
| Sponsor: |
M&I Wealth Management |
| April
TBD |
Topic: |
CAEPC Membership & all Arizona Estate Planners Party |
|
| Sponsor: |
U.S. Bank |
May
2, 2011
5:00-7:30 pm |
Speaker: |
Marianne M. Jennings, J.D.
ASU, W.P. Carey School of Business |
|
| Topic: |
Ethics for Estate Planners |
| Sponsor: |
All Sponsors recognized |
|
