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Friday, August 14, 2026

Summer Series II: International Estate Planning

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Southern Arizona Estate Planning Council

SOUTHERN ARIZONA ESTATE PLANNING COUNCIL

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OBBBA: Inside the Toolbox with Herb and Greg: Advanced Ideas in Estate, Tax, and Charitable Planning

Date: Thursday, May 14, 2026
Time: 7:30am - 9:00am
Location: Jewish Philanthropies of Southern Arizona 3718 E River Rd.
Speaker: Herb Hoffman & Greg Gadarian

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If you are not a current member please Join SAEPC or Renew your membership today! 

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Related Document(s):
  • OBBBA: Inside the Toolbox Outline Tool Box OB3
  • OBBBA: Inside the Toolbox Advanced Ideas in Estate Income Tax Charitable Planning

See Upcoming Event Calendar

UPCOMING EVENTS

August 14, 2026

Summer Series II: International Estate Planning

Brent Nelson, Rimon, P.C.; David Lopez-Monroy, Merrill Lynch Wealth Management; Fernando Barraza, Beach Fleischman

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August 27, 2026

Happy Hour

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September 16, 2026

Special Needs, ABLE, & Public Benefits

Robert B. Fleming, Attorney & Jordan Young, Attorney Fleming & Curti PLC, Tucson, AZ

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October 21, 2026

Estate Planning for Cyber Property

Dr. Gerry W. Beyer, Attorney, Texas Tech University School of Law, Lubbock, TX

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See Full Calendar

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