Clarkston Capital

Estate Planner's Update with Jeffrey Pennell

Date: Monday, February 1, 2016
Time: 10:00am - 3:30pm
Location: Phoenix Country Club
Speaker: Jeffrey N. Pennell

Please join us for our annual seminar and ice cream social. Network with professional planners, enjoy a fantastic luncheon program, and indulge in an ice-cream social with colleagues.

This may be your LAST CHANCE to see Jeffrey Pennell in Arizona as he is retiring. Don't miss this opportunity!

This session will address important estate, gift, and generation-skipping transfer tax developments. But because the wealth transfer taxes are waning in importance for most estate planners, it also will focus on procedure, income tax, and state law developments of significance to planners everywhere. All with an eye to their practical significance to everyday planning and drafting, particularly for middle rich clients, and with a focus on how the law as it is developing may apply to situations that have not yet tested the boundaries of the law.

View Professor Jeffrey N. Pennell's resume.

This program provides 4 hours of continuing education credits, including pre-approved credits for CLUs and CFPs.

This Event is Generously Sponosored By: 


Be sure to sign in (and out if you are seeking CFP or Arizona Dept. of Ins. CE Credits).

Last minute cancellations: If you find you cannot attend, an e-mail to gives us an idea of how many extra seats we may have for those arriving "at the door."

We love substitutes! If you can't attend, maybe someone else in your firm or practice would like to attend in your stead? As always, you can register your substitutes on-line, or send us a quick e-mail to

Menu: PCC Cobb Salad - mixed greens, diced chicken, chopped tomato, chopped bacon, hard boiled egg, avocado with sides of Bleu Cheese crumbles, Ranch or Balsamic dressing; zucchini muffins, sourdough rolls and butter

Vegetarian: substitute grilled and chilled yellow zucchini ad asparagus for chicken and bacon

Ice Cream Social: vanilla, strawberry, chocolate and fat-free vanilla ice cream; hot fudge, chocolate and caramel sauces; sliced fresh strawberries; chopped nuts; Maraschino cherries; whipped cream, sprinkles

Related Document(s):

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