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DTSTART:20270302T000000Z
DTEND:20270302T023000Z
LOCATION:Phoenix Children's Hospital
UID:2782220270302T000000ZMarch Program Meeting
DTSTAMP:20260619T193923Z
DESCRIPTION:\n \n \n \n \nTopic: Trust Design Considerations for Charitable and Non-Charitable Gifts\n \nSpeaker: Griffin Bridgers, J.D., LL.M.\n \nGriffin Bridgers is a Member of Illumine Legal LLC, contributing his extensive experience in estate planning, business succession, and taxation. With over 16 years of experience as both a practicing attorney and outsourced consultant, Griffin advises on complex wealth transfer issues in a strategic capacity while also dedicating significant time to professional education and content creation for the broader estate planning community. Griffin’s practice encompasses not just the drafting and maintenance of general estate planning structures, but also complex transfers of liquid and illiquid assets through structures such as defective grantor trusts, spousal lifetime access trusts, decanting, sales, qualified small business stock (QSBS), non-grantor trusts, and split-interest trusts. Griffin also acts in a co-counsel or outsourced capacity to review proposed or existing trusts and wealth transfer plans, as well as transfer tax returns such as Forms 706, 709, 706-GS(D), and 706-GS(T).\n \nThrough his writing, speaking, and visual content, Griffin focuses on demystifying wealth transfer strategies for professionals and beneficiaries alike. He publishes a widely-read Substack newsletter ([State of Estates](https://griffinbridgers.substack.com/)) exploring current and emerging topics in estate and tax planning, and an [educational YouTube channel](https://www.youtube.com/@griffinbridgers/videos) offering practical, visual guidance on foundational and advanced wealth transfer concepts. Those interested in engaging Griffin as a speaker for conferences, bar associations, estate planning councils, or private educational programs are encouraged to reach out with details of the proposed engagement.\n \nA native Tennessean, Griffin and his family enjoy sneaking in visits to the mountains of Colorado between his children’s sports and other activities.\n \n \n \nRSVP must be received by 12:00 p.m. on Wednesday, February 24, 2027. Registration will close at this time.\n ------\n\nSubmitting an RSVP for this event implies your agreement [to the following COVID-19 policy](https://admin.naepc.org/assets/Councils/CentralArizona-AZ/userContent/files/CAEPC%202021-2022%20Event%20Policy.doc). By registering for this event, you grant the Central Arizona Estate Planning Council (CAEPC) permission to take photographs or video of you during the event. These images and videos may be used on the CAEPC website, social media pages, and/or in newsletters for promotional purposes. Please note that Insurance CE credits are not available for Zoom participants. Zoom participants can still earn CFP and ABA credits by notifying CAEPC, but insurance CE credits will not be offered for the virtual format.\n ------\n\nDinner Menu\n \nSALAD\n \nENTREE\n \nDESSERT\n \n \n ------\n\nSchedule\n 5:00 p.m. Networking 6:00 p.m. Dinner 6:20 p.m. Announcements 6:30 p.m. Program 7:30 p.m. Program Concludes ------\n\nThank you to our sponsor!\n \n \n \nAttendees understand and agree that their contact information may be shared with the event sponsor(s).\n \n \n ------\n\nEVENT CONDUCT STATEMENT\n \nThe Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.\n ------\n\nAttending without a reservation? [Please read this](https://www.caepc.org/assets/Councils/CentralArizona-AZ/library/At%20the%20Door%20Info.pdf).\n \n \n
SUMMARY:March Program Meeting - Central Arizona Estate Planning Council 
PRIORITY:3
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