Past Events

May 24, 2024 Vote for Director-at-Large
May 9, 2024 Members-Only End of Year Party
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
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
November 30, 2023 DEPC Member's Mixer
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
May 12, 2023 Members-Only Year End Closing Party
April 25, 2023 Economic Outlook
Daken Vanderburg, CFA
March 24, 2023 Vote Now for New Director at Large
March 14, 2023 Tax Considerations for the Estate Planner
Brian Lewis, Esq.
February 14, 2023 A Night with Our Probate Judges
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
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
May 26, 2022 DEPC's Year-End Reception - Members-Only
April 27, 2022 Guest Payments
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)
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!
May 3, 2021 Election of Director at Large
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
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
January 14, 2020 Economic Outlook - 20/20 Vision
Jeff Witt CFA, CFP, CIPM
December 10, 2019 Holiday Party! Members-Only Event
November 12, 2019 Substance Abuse
William C. Moyers
October 8, 2019 Cyber Security
James D. McFarlin
October 1, 2019 Cocktails & Connections Mixer
September 19, 2019 Cocktails & Connections Mixer
September 10, 2019 U.S. Attorney Southern District
U.S. Attorney Robert S. Brewer, Jr.
September 4, 2019 Cocktails & Connections Mixer
May 14, 2019 Year-End Party - Members Only
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
December 3, 2018 New Member Orientation
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
September 11, 2018 ABC's of Estate Planning
Howard L. Sanger, Esq.
September 4, 2018 Cocktails & Connections Mixer
May 8, 2018 Year-End Party - Members Only
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
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
September 13, 2016 September Opening Meeting
Thalia Hayden
May 13, 2016 Members Only-Year-End Party!!!
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
October 13, 2015 Blended Families-Trust Litigation-"Fiduciaries Can't Count"
Howard L. Sanger, Esq.
September 11, 2015 ONSITE RESERVATIONS 9-8-15
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
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!
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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