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LOCATION:Del Mar College - Oso Creek Campus, in the Tres Grace Room, 2nd floor of the Culinary Arts Building
UID:2751420250509T130000ZCCEPC 49th Annual Estate Planning Seminar
DTSTAMP:20260406T101208Z
DESCRIPTION:\nEarly Bird Registration by Monday, April 21, 2025; then rates for both tiers will go up by $25.\n \nThis event is generously sponsored by:\n \nExpert Sponsor – Frost Bank\n \nAdvanced Sponsors – Adamson & Company\n \nIntermediate Sponsors – Equitable Private Wealth Group; American Bank; M.E. Allison & Co., Inc.\n \nBeginner Sponsors – Davis, Hutchinson, & Wilkerson; Branscomb Law\n \nAgenda of Speakers:\n \n“Estate Planning, Estate Administration, Guardianship and Mental Commitment with Firearms: What we know and what we don’t know\n \nBy Darlene Payne Smith, JD – Crain, Caton & James, PC\n \n“Even with Higher Exemptions, the IRS is Not Giving up on Estate and Gift Tax Examinations”\n \nBy Joel N. Crouch, JD – Meadows Collier\n \nBest Practices for Retirement Income Planning\n \nBy Dr. Wade Pfau, PHD, CFA, RICP – The American College; RISA LLC\n \n“Supplemental Needs Trusts”\n \nBy Bryn Poland, JD – Mayo & Poland\n \n “Creating Tax-Efficiency for Retirement Income”\n \nBy Dr. Wade Pfau, PHD, CFA, RICP – The American College; RISA LLC\n \n “Harnessing AI for Legal Innovation:  Strategies for Modern Estate Planning Practices”\n \nBy Alex Shahrestani, JD – Promise Legal, PLLC\n \n“Bad Boys, Bad Boys: Ramifications for Intentional Breaches of Fiduciary Duties by Trustees”\n \nBy David F. Johnson, JD – Winstead PC\n
SUMMARY:CCEPC 49th Annual Estate Planning Seminar - Corpus Christi Estate Planning Council 
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DESCRIPTION:Reminder
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