September 10, 2024 |
Transmutations-Until Death Do Us Part...Or Divorce, Whichever Comes First
Lisa & Bruce Hughes - Hughes & Hughes, LLP |
June 30, 2024 |
Additional funds due to DEPC
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May 24, 2024 |
Vote for Director-at-Large
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May 9, 2024 |
Members-Only End of Year Party
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April 23, 2024 |
Special Needs Lecture - SBEMP and Capstone Partners Financial
Valerie Powers Smith, Kristin Carleton & Dr. Katherine Matthews |
March 21, 2024 |
DEPC Member's Mixer
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March 12, 2024 |
Lunch with the Judges
A Distinguished Panel of Judges |
February 13, 2024 |
Securing Wealth: Safeguarding Clients and Assets in the Cyber Age
Jim McFarlin |
January 9, 2024 |
Interactive Estate Planning Case Study
Marguerite Lorenz, Prof. Fiduciary - Lorenz Private Trustees |
December 8, 2023 |
DEPC's Annual Holiday Party
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November 30, 2023 |
DEPC Member's Mixer
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November 14, 2023 |
Local Status of the Economy - Riverside County
Steve Downs, Rancho Mirage Mayor Pro Tem |
October 10, 2023 |
The Secure Act: Impact on Estate Planning & Investment Accounts
Michael Gerson, J.D., LL.M. with Raymond James |
September 12, 2023 |
Charitable Giving Gift Annuities: The gift that keeps on giving back to you.
Liz Chambers - College of the Desert Foundation |
June 30, 2023 |
Additional Payments
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May 12, 2023 |
Members-Only Year End Closing Party
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April 25, 2023 |
Economic Outlook
Daken Vanderburg, CFA |
March 24, 2023 |
Vote Now for New Director at Large
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March 14, 2023 |
Tax Considerations for the Estate Planner
Brian Lewis, Esq. |
February 14, 2023 |
A Night with Our Probate Judges
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January 19, 2023 |
Special Luncheon Event - How Much Is Enough?
Charles Schultz, JD, AEP |
January 10, 2023 |
Business Exit Planning
James Bruner, CFP, MPAS, CPWA, CEPA |
December 13, 2022 |
Members-Only Holiday Party
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November 8, 2022 |
Digital Assets & Cryptocurrency
Andrew R. Boyer, Esq., B.C.S. |
October 11, 2022 |
Retirement Planning with Charitable Remainder Unitrusts and Deferred Charitable Gift Annuities
Jane Peebles, Karlin & Peebles, LLP |
September 13, 2022 |
Prosecuting Elder Abuse
DDA Janet Hasegawa |
June 16, 2022 |
Test
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May 26, 2022 |
DEPC's Year-End Reception - Members-Only
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April 27, 2022 |
Guest Payments
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April 26, 2022 |
The Impact of Testamentary Documents in a Divorce: A Divorce Attorney's Perspective
Carolyn Martino, Esq. |
March 8, 2022 |
An Evening With Our Judges
Hon. Harold W. Hopp & Hon. Kenneth Fernandez |
February 8, 2022 |
Private Foundations and Their Alternatives
Reynolds Cafferata |
January 11, 2022 |
The Many Shades of Elder Abuse
Angelica Lopez and Panel Members |
December 2, 2021 |
Holiday Party! (Members-Only)
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November 9, 2021 |
"The Perfect Storm, Again"
Scott C. Grove, CRIA |
October 12, 2021 |
"Decoding Diversity" a conversation with Dr. Hanna Song
Dr. Hanna Song, PhD |
September 14, 2021 |
2021-2022 Virtual Opening Meeting
Russell James, J.D., Ph.D., CFP |
May 11, 2021 |
DEPC's Year-End "Yacht Rock" Zoom Party!
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May 3, 2021 |
Election of Director at Large
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April 27, 2021 |
Estate Planning for Same-Sex and Unmarried Couples in 2021-The Evolution of Parentage, Gender, and Domestic Partnership
Alma Soongi Beck, Attorney at Law |
March 9, 2021 |
Tips DEPC professionals should know. Plus: The Good, the Bad, and the Ugly War Stories about FEES from 80+ years of tax and estate planning.
Howard Sanger and Jeffrey P. Molever |
February 9, 2021 |
A Joint Presentation by Judges Harold W. Hopp & John G. Evans
Judges Harol W. Hopp & John G. Evans |
January 12, 2021 |
Cross Over Issues: Special Needs and Family Law Considerations for The Trusts & Estates Practitioner
Valerie Powers Smith, Esq. & Carolyn Martino, Esq., Slovak Baron Empey Murphy & Pinkney, LLP |
December 8, 2020 |
Donor Advised Funds and Impact Investing
Daniel Blake |
November 10, 2020 |
The US Elections: Results and Implications for the Economy and Markets
Jeff Witt, CFA CFP® CIPM |
October 13, 2020 |
Covid-19 Vaccine - Current Status and Outlook
Dr. Pia Pannaraj, MD, MPH |
September 8, 2020 |
Effective Estate Planning & Legacy Giving with Appreciated Assets
Kristian P. Ardelian, J.D & Wendy Beerbower |
June 30, 2020 |
Guest Payment
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April 22, 2020 |
Considerations for Families with Children with Special Needs and Attorneys with Clients with Special Needs
Valerie Powers Smith, Esq. |
March 11, 2020 |
Eisenhower Health Foundation - Gold Meeting Sponsor
Kristian P. Ardelian, J.D. & David P. Parry |
February 11, 2020 |
A Joint Presentation by Hon. Judges Harold Hopp & John Evans
Hon. Judge Harold W. Hopp & Hon. Judge John G. Evans |
January 24, 2020 |
Celebration of Life Honoring Garth R. (Dick) Zeigler
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January 14, 2020 |
Economic Outlook - 20/20 Vision
Jeff Witt CFA, CFP, CIPM |
December 10, 2019 |
Holiday Party! Members-Only Event
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November 12, 2019 |
Substance Abuse
William C. Moyers |
October 8, 2019 |
Cyber Security
James D. McFarlin |
October 1, 2019 |
Cocktails & Connections Mixer
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September 19, 2019 |
Cocktails & Connections Mixer
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September 10, 2019 |
U.S. Attorney Southern District
U.S. Attorney Robert S. Brewer, Jr. |
September 4, 2019 |
Cocktails & Connections Mixer
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May 14, 2019 |
Year-End Party - Members Only
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April 23, 2019 |
Exploring Charitable Real Estate Options Under the New Tax Regime
Stephanie C. Buckley |
March 12, 2019 |
Talking About Death Won't Kill You
Diane Kelly, RN, MS, CMC |
February 12, 2019 |
Elder Law Issues and Civility & Administrative Aspects of the Probate Court Process
Hon. Judge Harold W. Hopp & Hon. Judge John G. Evans |
January 8, 2019 |
ELDER FIDUCIARY ABUSE: Mitigating the Risk and Making a Difference
Steve Barlam |
December 11, 2018 |
Members Only - Holiday Mixer
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December 3, 2018 |
New Member Orientation
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November 6, 2018 |
Tax Strategies Under the New Tax Law
William J. Healey III, CPA/PFS JD |
October 9, 2018 |
College of the Desert Foundation - Dinner & Discovery
John Mosser & Liz Chambers |
October 4, 2018 |
Cocktails & Connections Mixer
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September 11, 2018 |
ABC's of Estate Planning
Howard L. Sanger, Esq. |
September 4, 2018 |
Cocktails & Connections Mixer
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May 8, 2018 |
Year-End Party - Members Only
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April 24, 2018 |
Is it Alzheimer's, Dementia or Just Aging?
Kae Hammond |
March 13, 2018 |
High Conflict Estate Disputes — Reaching Settlement Among Warring Siblings
Dick Lutringer, Mediator |
February 13, 2018 |
Art Asset Legacy Planning
Xiliary Twil |
January 9, 2018 |
Organized Crime, Identity Theft and Loan Fraud Operations
Bud Spencer, FBI Agent |
December 12, 2017 |
Holiday Mixer - Members-Only Event
|
November 14, 2017 |
Do's and Don'ts of Trustee Accounting
Howard Sanger, Attorney |
November 9, 2017 |
DEPC Cocktails & Connections Mixer
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October 10, 2017 |
The Forensic Engagement & Analysis Process
Kathy Johnson, Forensic Accountant |
October 3, 2017 |
DEPC
|
September 12, 2017 |
Trends, Risks & Issues Facing Our Economy
Scott A. Anderson, Ph.D, Chief Economist |
September 5, 2017 |
DEPC Cocktails & Connections Mixer
|
May 5, 2017 |
DEPC Year-End Party - Members Only
|
April 11, 2017 |
Capacity Conundrums
Dr. Anthony Bassanelli |
March 14, 2017 |
Donating Complex Assets to Charity
Amy Grossman |
February 14, 2017 |
"Dark" - No Meeting in Feb. 2017
|
January 10, 2017 |
Representing The Client With Diminished Capacity
Attorney Adam Streisand |
December 13, 2016 |
Holistic Solutions for Wellness & Aging
Dr. Nicole Ortiz |
November 8, 2016 |
Mission of the Sheriff's Department
Sheriff Stan Sniff |
October 11, 2016 |
College of the Desert Foundation - Dinner & Discovery
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September 13, 2016 |
September Opening Meeting
Thalia Hayden |
May 13, 2016 |
Members Only-Year-End Party!!!
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April 19, 2016 |
"Attacking, Defending & Fortifying Domestic Asset Protection Trusts: A Trustee's Perspective"
Al W. King III J.D., LL.M., AEP (Distinguished), TEP |
March 8, 2016 |
"Tax Strategies for Sale of Businesses"
Richard J. Albrecht, Esq. |
February 9, 2016 |
"Where there's a Will, there's a Law Suit!"
Dr. Anthony G. Bassanelli, MD |
January 14, 2016 |
ONSITE Registrations Only-1/12/16 Event
|
January 12, 2016 |
Basic International Tax, Information Reporting & Estate Issues to Avoid Malpractice and Criminal Charges for the Client
David W. Klasing, Esq. |
November 13, 2015 |
OnSite Registrations Only - 11/10/15
|
November 10, 2015 |
Donative Transfers and the Presumption of Undue Influence Under Probate Code sec 21380
Michael R. Lawler, Jr., Esq |
October 15, 2015 |
On Site Registrations for 10/13/15 Mtg
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October 13, 2015 |
Blended Families-Trust Litigation-"Fiduciaries Can't Count"
Howard L. Sanger, Esq. |
September 11, 2015 |
ONSITE RESERVATIONS 9-8-15
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September 8, 2015 |
First 2015-2016 DEPC Meeting: Sept. 8, 2015
Jeff Witt, CFA |
May 8, 2015 |
DEPC's Members Only Year End Party
|
April 21, 2015 |
“Effectively Managing Jewelry and Art as Part of Your Estate Plan ”
Bryan Luker, Ruth Crnkovich, Lurisha Finger |
April 21, 2015 |
“Effectively Managing Jewelry and Art as Part of Your Estate Plan ”
Bryan Luker, Ruth Crnkovich, Lurisha Finger |
March 10, 2015 |
HOW FLEXIBLE TRUST LAWS CAN BENEFIT YOUR CLIENTS
DAVID A. DIAMOND and KERRY J. HALL |
February 10, 2015 |
Update on the Economy
Jeff Witt |
January 13, 2015 |
Undue Influence and Testing for Capacity
Dr. Patricia Hunter |
December 9, 2014 |
DEPC at Cal State University San Bernardino
Sharon Brown-Welty |
November 11, 2014 |
DEPC Holiday Mixer
Social Event No Speaker |
October 14, 2014 |
Legal Zoom and Its Legal Ramifications
David Allen Hiersekorn |
September 9, 2014 |
Undue Influence, Capacity and Dementia
Dr. Robert Sawicky |
May 9, 2014 |
Members Only Year-end Celebration
Tiki Time! |
April 25, 2014 |
DEPC Golf Event
|
April 22, 2014 |
The Changing Nature of Personal Risk
Beth Johnson, Manager, High Net Worth Personal Insurance Division, Chubb Insurance |
March 11, 2014 |
Fiduciary Pitfalls From a Trial Judge's Perspective
Honorable Judge James Cox, Superior Court Riverside County |
February 11, 2014 |
C.O.D. Cowboy Barbeque!
Social Event, No Speaker |
January 28, 2014 |
Focus 2014: A Generational Shift in Investing
Ron Florance |
December 10, 2013 |
Don’t Bring Me Down: A Charitable Planning Update
Ramsay H. Slugg |
November 12, 2013 |
Holiday Cocktail Mixer at The Art Museum in Palm Desert
No Speaker - Social Event |
October 8, 2013 |
Criminal Elder Abuse: Silence Isn't Golden
Paul Greenwood JD, Deputy District Attorney, San Diego County |
September 10, 2013 |
Current Economic Conditions
Marcelle Chauvet Ph.D. Professor of Economics, University of California |
June 5, 2013 |
Vote For Your New DEPC Board Member By June 5th!
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May 10, 2013 |
Members Only Celebration, Rancho Las Palmas Resort, Rancho Mirage
Peter Bochnewich |
April 19, 2013 |
Desert Estate Planning Council Golf Tournament
No Speaker, Golf Time! |
April 16, 2013 |
The Changing Landscape of End-of-Life Healthcare
Patricia Helmick RN, Lori Mullen, RN, BNPC, Jefferson Hills |
March 12, 2013 |
An Evening With Desert Arc
Desert Arc Team |
February 12, 2013 |
Navigating Year Of Death Tax Opportunities and Hazards
Cheryl J. Schaffer, CPA, MST |
January 8, 2013 |
Founder Wealth Planning--Planning for the Sale of a Closely Held Business
Julie Keeney, CPA, MST, Deloitte Tax LLP |
December 11, 2012 |
Holiday Celebraton Dinner
Party Time! No Speaker |
November 13, 2012 |
Affordable Health Care Reform & Estate Planning: What now?
Paul Stroube, Planned Giving Officer, Eisenhower Medical Center Foundation |
October 9, 2012 |
My Top Ten Dumbest Mistakes in Estate Planning
Douglas K. Freeman |
September 11, 2012 |
Sustaining Family Wealth and Unity Across Generations
Marty Dutch of The Heritage Foundation |
January 8, 2012 |
Founder Wealth Planning – Planning for the Sale of a Closely Held Business
Julie Keeney, CPA, MST, Deloitte Tax LLP |
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