Past Events

September 20, 2023 S-corporation Tax Affecting: How to Value an S-corporation for Estate Planning Purposes
Nainesh Shah, Complete Advisors
August 23, 2023 SAEPC Member Appreciation
July 21, 2023 Bonus Summer Session Special Needs Planning – What Is It and Where to Start? co-sponsored with Community Foundation for Southern Arizona
Evelyn Kleinhans, Life in Balance Accounting CPAs, PLC & Robert Fleming, Fleming & Curti, PLC
June 9, 2023 Bonus Summer Session: Fiduciary Income Taxation co-sponsored with Community Foundation for Southern Arizona
Anne Roediger, Roediger Hoff PLC & Daren Layton, Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C.
April 19, 2023 Retirement planning after the enactment of SECURE: Now what?
Stephanie Tribe, Director, Fennemore
March 15, 2023 Estate Planning for Modern Families: Planning for Diversity and Flexibility
Kim Kamin, JD AEP, Partner and Chief Wealth Strategist, Gresham Partners LLC (Chicago IL)
February 15, 2023 The New Normal for Charitable Tax Planning
Justin Miller JD LLM TEP AEP CFP, Partner and National Director of Wealth Planning, Evercore Wealth Management, Managing Director, Evercore Trust Company
January 20, 2023 Estate Planners Day 2023
Samuel A. Donaldson, Georgia State University College of Law; Shelly Donaldson, Cumberland Trust; David Godfrey, ABA Commission on Law and Aging
December 14, 2022 Moving and holding business interests into and as an asset in an irrevocable trust, complexities and opportunities
Chris Siegle, Wealth Advisor JPMorgan Private Bank
November 16, 2022 Corporate Transparency Act
Gary L. Fletcher, Nystedt & Fletcher, PLLC
October 19, 2022 What You Forgot (or Never Knew) About International Estate Planning
Brent Nelson, Rimon Law
September 21, 2022 How to Protect Your Clients Digital Assets
Betsy L. Ehrenberg, Legacy Concierge Inc.
August 18, 2022 Bring a new professional to Happy Hour!
April 27, 2022 Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire)
 Paul Lee, Northern Trust Chief Tax Strategist
April 27, 2022 Member Appreciation Event
March 23, 2022 Just Like Starting Over: Decanting and trust modification
Amy K. Kanyuk, Esq., McDonald & Kanyuk, PLLC
February 16, 2022 The Importance of Portability
Steve Siegel,The Siegel Group, President
January 21, 2022 Estate Planner's Day 2022
Richard S. Franklin, Franklin Karibjanian & Law PLLC; Sandra M. Bensley, Waterfall Economidis; Luke Harriman, Much Shelist, PC
December 15, 2021 Navigating the Current Charitable Planning Landscape: Tips for Professional Advisors
Ginger Mlakar, Cleveland Foundation
November 17, 2021 What the Cool Kids Are Doing in Estate Planning
Sam Donaldson, Georgia State University, Professor
October 21, 2021 Arizona Land and Water Trust: An introduction & Resource for land owners
Liz Peterson, Arizona Land and Water Trust, Executive Director
September 15, 2021 Insights from Washington DC
Michael Townsend, Charles Schwab, VP Legislative and Regulatory Affairs
April 21, 2021 Planning so the IRS Doesn’t Peek Under the Hood
Christopher Siegle, JPMorgan Chase, Paradise Valley, AZ
March 17, 2021 Future of Our Practices: Reading the Tea Leaves
Elizabeth Friman, Evelyn Kleinhans, Gary Fletcher, and Fred Weber
February 17, 2021 Private Placement: “A Potential New Direction for Insurance Policies"
Mary Ann Mancini, Loeb & Loeb LLP, Washington, DC
January 22, 2021 Virtual Estate Planners Day 2021
Samuel A. Donaldson , Georgia State University & L. Paul Hood, Jr., Vice-President, Thompson & Associates
December 9, 2020 Life Insurance Market
Jamie Mendelsohn, Ashar Group, Orlando, FL
November 18, 2020 Planning for the HNW Dual-Citizen (U.S. ­ Mexico) Client
Enrique Hernandez-Pulido,Procopio, San Diego, CA
October 21, 2020 Choices, Choices: How to Choose a Trustee
 Kristin Yokomoto, Albrecht & Barney, Irvine, CA
September 16, 2020 Politics & Estate Planning: Impact of the 2020 election on Basic and Advanced Planning Strategies
Darren Case, Tiffany & Bosco P.A, Phoenix, AZ
June 24, 2020 Casket, Cremation or Crimini: Funeral and Burial Options
Robert Fleming, Fleming & Curti, PLC, & Christina Noz, Moeller & Conway, PLLC Tucson, AZ
May 20, 2020 How Are We Handling the Pandemic Crisis in Our Offices?
Anne Roediger, John Stephens and Jacque Mingle
May 7, 2020 *CANCELED* Member Appreciation Happy Hour
April 22, 2020 *CANCELED* A Practical Potpourri of Unexpected Traps and Opportunities
John Scroggin, Scroggin & Company PC, Scroggin & Company PC, Roswell, GA
February 19, 2020 Exploring Privilege in an Estate Planning Context
Stephanie Loomis-Price, Winstead, Houston, TX
January 24, 2020 Estate Planners Day 2020
Susan P. Rounds , Deutsche Bank & Gerry W. Beyer , Texas Tech University
December 11, 2019 Excellence Under Pressure: A Leadership Development Seminar
Travis Carson, Market Force, Tucson, AZ
November 20, 2019 Ten Things Every Estate Planner Needs to Know about Subchapter J
Mickey Davis & Melissa Willms, Davis & Willms, PLLC, Houston, TX
October 16, 2019 Life Insurance “Oops: the Most Common Mistakes in Life Insurance Estate Planning”
Don Jansen, The University of Texas System Business Law , Austin, TX
September 18, 2019 The Future of Estate Planning Profession
Eido Walny, Walny Legal Group, LLC, Milwaukee, WI
August 15, 2019 SAEPC Summer Social
April 17, 2019 Elder Law and Special Needs Update
Bernard A. Krooks, Esq, Littman Krooks LLP
March 20, 2019 Secondary Planning for Charitable Remainder Trusts
Evan Unzelman, Sterling Foundation Management
February 22, 2019 Estate Planners' Day Reception at North Italia
February 20, 2019 Would you like a beneficiary designation with that?
Stephanie Tribe
January 25, 2019 Estate Planners' Day 2019
Steven Siegel
December 12, 2018 Estate Planning Jeopardy
Craig H. Wisnom and Teresa D. Lancaster
November 14, 2018 Cost Segregation Authority on Depreciation and Expensing of Property
Erik Oliver, Brett Hansen, MBA, Vice President, Business Development
October 17, 2018 Recent Developments in Estate Planning and Estate and Trust Administration
Skip Fox * McGuireWoods LLP Charlottesville, Virginia
September 12, 2018 Digital Wills Act
TJ Ryan * Frazer Ryan Goldberg & Arnold LLP Phoenix, AZ
August 23, 2018 SAEPC Member Social
April 18, 2018 Guide to the Markets
David Lebovitz, J.P. Morgan Asset Management
March 21, 2018 Trust Protectors and Trust Modification
Will Conway, Phillips, Moeller & Conway, PLLC, Tucson, AZ and Elizabeth (Rollings) Friman, Fleming & Curti PLLC, Tucson, AZ
February 21, 2018 Planning for People with Special Needs
Craig Reaves
January 10, 2018 Estate Planners' Day 2018
Steve Gorin
December 13, 2017 WEBINAR - A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities - FULL
Steven J. Oshins, JD, AEP® (Distinguished)
December 13, 2017 Top Ten Estate Planning and Estate Tax Developments of 2017
Ron Aucutt
November 8, 2017 Tales From the Crypt: So How Did That Trust Amendment (or Power of Appointment Exercise) Work Out For You?
Lauren Garner, Jaburg & Wilk, P.C., Phoenix, AZ
October 18, 2017 Working with Clients with Diminished Capacity
Mary Radford, Georgia State University, College of Law, Atlanta, GA
September 13, 2017 WEBINAR - The Perfect Modern Trust Including Income Tax Sheltering Opportunities -FULL-
Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)
September 13, 2017 Technology: Don’t Look Now, But…
Scott Greene, Evidence Solutions, Inc., Tucson, AZ
August 16, 2017 SAEPC Membership Social
August 9, 2017 Webinar - Alternatives to Self Settled Trusts
Gideon Rothschild, JD, CPA, AEP® (Distinguished)
July 12, 2017 Webinar - Meet the Rileys: Can this Case be Closed?
Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®
June 14, 2017 Webinar - A Potpourri of Planning Ideas with Life Insurance
Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)
May 10, 2017 Webinar - Effective Estate Planning for Diminished Capacity; Can You Really Avoid a Guardianship?
Diana Zeydel, JD, LL.M., AEP® (Distinguished)
April 19, 2017 A Different Way to Invest
Apollo D. Lupescu, PhD
April 19, 2017 Webinar - Hot Valuation Issues in Estate Planning
David P. Adams, CPA, ABV, ASA
March 22, 2017 Planning for Unmarried Couples
Michael J. Tucker, JD
March 8, 2017 Webinar - Negative Basis Partnership Freeze
Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
February 15, 2017 Trust Situs: Studies in Contested Jurisdiction
Margaret E. W. Sager, JD
February 8, 2017 Webinar - Powers of Appointment
Turney P. Berry, JD, AEP® (Distinguished)
January 27, 2017 Estate Planners' Day 2017 - Protection and Valuation of Assets in an Estate
Stephanie Loomis-Price, Wintead PC, Houston, TX, John C. Vryhof, Snell & Wilmer L.L.P., Phoenix, AZ, Craig H. Wisnom, Bogutz & Gordon, PC, Tucson, AZ, Colleen Cacy, Gadarian & Cacy PLLC, Tucson, AZ, Lauren Talkington, Bogutz & Gordon, PC, Tucson, AZ
January 24, 2017 Webinar - DOL Fiduciary: When They're Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade!
Kim O'Brien, MBA; Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
December 14, 2016 Webinar - Top Ten Estate Planning and Estate Tax Developments of 2016
Ronald D. Aucutt, JD, AEP® (Distinguished)
December 14, 2016 Federal Tax Update
Sam Donaldson, JD, LLM
November 9, 2016 Fiduciary Income Tax Boot Camp
Gregory Gadarian, Esq. and Steven Phillips, Esq.
October 19, 2016 Estate Planning for the Rest of Us (For Estates Under $10 Million with a focus on Navigating the Portability Rules)
Jordon Rosen, CPA, MST, AEP®
October 19, 2016 Webinar - Tricky GST Issues
David A. Handler, JD, AEP® (Distinguished)
September 21, 2016 “Understanding a Smidgen of the DOL’s Definition of the Term ‘‘Fiduciary’’; Conflict of Interest Rule - Retirement Investment Advice.”
Scott Simon, JD, CFP®, AIFA
September 14, 2016 Webinar - Income Tax Deductions for Charitable Bequests of IRD
Christopher R. Hoyt, JD, AEP® (Distinguished)
August 10, 2016 Webinar - Tax and Estate Planning for Divorce
Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished)
April 20, 2016 Arnold vs Sarn Class Action Law Suit & Mental Health Law
March 16, 2016 Caring for the Elder in the Practice of Law
Tim Takacs, CELA
February 17, 2016 What Are Investors Really Looking For? The Realities of Goals Based Investing
Ron Florance, CFA
January 22, 2016 EPD 2016: Conquering an Ever-Challenging Environment for the Planning and Adminstration of Trusts and Estates
Skip Fox
December 16, 2015 Planning for the 99% (Couples' Estates under $10 Million)
Steven L. Siegel, JD, LLM
November 11, 2015 Sex, Death and Money! Now That I Have Your Attention, Can We Talk??? How to engage our somewhat reluctant clients to have the most meaningful conversations in their lives.
Leslie Dashew
October 21, 2015 Battling the IRS on Compensation & Fringe Benefits: A Survey of Current Audit Issues, Compliance Complexities, & Potential Refund Claims
Mary B.
September 16, 2015 Powers of Appointment
Turney P. Berry
April 22, 2015 Special Needs Trust: Recent Developments and Case Studies
Robert Fleming, CELA & Evelyn Kleinhans, CPA
March 18, 2015 Virtuous Billing
Prof. Nancy B Rapoport
February 18, 2015 Trust Powers and Trustee Selection - Structuring Trustee Powers to Avoid a Tax Catastrophe
Steve R. Akers, JD
January 30, 2015 Estate Planners' Day
Prof. Gerry W Beyer, Gregory V, Gadarian, Emily B. Kile
December 10, 2014 Who Gets What - How Trust Accounting Income Affects Distribution from Estates and Trusts
Jeremiah W. Doyle, IV, Esq.
November 19, 2014 Where to Invest in Today's Volatile World?
Jack A. Ablin, CFA
October 28, 2014 The State of Estate Planning
Shelley B. Thompson, JD & Edward J. McCaffery, JD
September 17, 2014 "In Pursuit of Treasures" - Valuation of Art and Collectibles
Mark Prendergast
April 23, 2014 Economic Issues Facing Our Clients: Retirement Challenges & Social Security Planning
Jim Foster, CFP®
March 4, 2014 Income Taxation of Trusts and Estates
Mickey R. Davis, JD
February 12, 2014 Ethical Issues for CPAs, Financial Planners and Lawyers
Prof. Rebecca Morgan, JD & Robert Fleming, JD
January 24, 2014 Estate Planners' Day - Hot Planning Topics for 2014: A Discussion of Three Diverse Areas of Concern to Clients
Steven Siegel, JD, LLM
December 11, 2013 Estate Planning for Nontraditional Families
Michael J. Tucker, JD
November 13, 2013 Trust Situs, Governing Law & Jurisdiction, Modifying Irrevocable Trusts
Margaret E.W. Sager, JD
October 16, 2013 Planning Stragegies for the Business Owner
Maggie Mitchell, JD, AEP, CLU, ChFC
October 16, 2013 2013-2014 Membership Meetings
September 18, 2013 Current Developments in Alternative Dispute Resolution for Probate and Trust Matters
Lauren L. Garner, J.D.
April 24, 2013 Managing Portfolios in a Low-Return Environment
Alice Lowenstein
March 20, 2013 Tax Related Topic
Robert Keebler
February 20, 2013 Foreign Asset Protection Trusts
Barry Engel
January 25, 2013 Estate Planners' Day
Thomas Abendroth
December 12, 2012 Communicating Planning Techniques in an Understandable Manner, Using Spreadsheets, Comparisons and
Jerome Hesch
November 14, 2012 Organ Donation and Whole Body Donation
Tiffany Welton
October 17, 2012 What You Thought You Knew About Crummy Powers
Nancy Henderson
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