Events Information

Monthly Membership Meeting

 

August 02, 2016
7:15 AM PDT - 9:00 AM PDT
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Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort
Directions

The North County Estate Planning Council - San Diego is pleased to have Fred Vanderveer of Withers Bergman and Phil Sullivan of Sullivan, McGibbons & Associates present on: 

The “Practice” of Estate Planning - 
War Stories from the Trenches

Please join us as Fred and Phil share their Experiences and Wisdom from over the years; they will discuss cases they have encountered focusing on testamentary capacity, charitable planning, litigation, and asset protection issues… AND the lessons they have learned.  

Frederick R. Vandeveer is Of Counsel at Withers Bergman and has been practicing trusts and estates law since 1980 and has significant experience in all areas of estate planning and probate/trust administration. He advises a wide range of clients including those with large and sophisticated estates, international estates, and complex probate and trust matters. In addition, Fred also counsels clients on all aspects of their charitable planned giving. He also has substantial expertise in representing tax-exempt organizations, including establishing and representing numerous private foundations. Fred has lectured and written extensively in his fields of expertise, including estate planning, planned charitable giving, probate and trust, and tax-exempt organizations.

 

Philip J. Sullivan is a partner at the law firm of Sullivan, McGibbons & Associates LLP.  Phil’s practice involves the representation of clients in estate planning, estate and trust administration, probate, estate and gift tax audits, and charitable planning. He received his law degree from Villanova University Law School in 1988 and his Master in Taxation from New York University School of Law in 1995.  He is a Fellow of the American College of Trust and Estate Counsel and a Certified Specialist in Estate Planning, Probate and Trust Law.   

Tickets

$25.00 Guest

$0.00 Member

$0.00 Regrets