CCEPC 48th Annual Estate Planning Seminar
Date: Friday, May 12, 2023
Time: 8:00am - 5:00pm
Location: Solomon P. Ortiz Center
Genevra Williams, J.D. from Dallas – So, You Want to Set Up a Charity?...Legal Structures and Tax Considerations
Bryce Gill, Economist from First Trust in Austin – Violatility Has Arrived
Eido Walny, J.D, AEP, EPLS from Milwaukee – Top Estate Planning Lessons from Recently Deceased Celebrities
Tama Klosek, J.D. from Houston – Life Settlements
Blaise Santiago, Ocean Park Asset Management from Austin – Bridging the Behavioral Gap
Pamela Orsak, J.D. from Victoria - Balancing the Legal, Medical, and Ethical of Representing Incapacitated Person
Carol Bertsch, J.D., CELA from San Antonio – Basics of Supplemental Needs Trusts
