CCEPC 50th Annual Estate Planning Seminar
Date: Friday, May 8, 2026
Time: 07:45 AM - 5:00pm
Location: Del Mar College - Oso Creek Campus, in the Tres Grace Room, 2nd floor of the Culinary Arts Building
Speaker: Information Below
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Continuing Education
CTFA - Approved, CFP - Approved, ATTY - Pending, CPA - Pending
AGENDA
8:00 am Registration
8:20 am Announcements
8:30 am Marc Limsiaco, “What Trusts & Estate Professionals Should Know about Income Tax”
9:30 am Dr. Robert Cutshall, “Digital Asset Risk Assessment for Fiduciaries Understanding the Technical Realities Behind Modern Fiduciary Duties”
10:30 am Break
10:40 am Christopher C. Burt, “Stranger Things in Estate Administration”
11:40 am CCEPC Annual Meeting
12:00 pm Lunch
12:45 pm Joe Guadango, “Guide to the Market and Economic Updates”
1:45 pm Christian Kelso, “But What’s an Ascertainable Standard? Clarifying HEMS distribution standards and other fiduciary considerations for trustees”
2:45 pm Break
2:55 pm Julie Ezell-Perez, “Medicaid Planning to Protect the Home”
3:55 pm Jimmy Carter and Sarah Maldonado, “Trends in Probate and Trust Litigation”
Adjourn
This event is generously sponsored by:
Expert Sponsor – Equitable Advisors, LLC | Private Wealth Group
Expert Sponsor – Frost Bank
Advanced Sponsor – Coastal Bend Community Foundation
Intermediate Sponsor - Adamson & Company, LLC
Beginner Sponsors – Davis, Hutchison, & Wilkerson
Beginner Sponsor – In Memory of James P. Monroe
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