Connecting Wealth, Purpose, and Legacy: How Philanthropy Strengthens the Advisor-Client Relationship

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NCEPC - SD's Fall Social 2026 - Don't Miss It!

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Recognizing the Issues of Elder Financial Abuse

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Planning with Pre-Nups and Post-Nups

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Deathbed Decisions: Tax Consequences and Ethical Risk

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 Lessons in Legacy Asset Management: Protecting Family Legacy and Unlocking Value in Complex Real Estate Situations

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Brought to You by Kathleen Medina of US Bank and the North County Estate Planning Council

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 Buy-Sell Agreements for Closely-Held and Family Businesses: Considerations After the Connelly Case

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2026 Update on Key Federal and State Cases, Rulings, etc. in the Estate Planning and Litigation/Administration Arenas

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What Estate Planners Could Learn from the Estate Litigators and Administrators: Preparing the Children for Being Trustees

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Navigating the Real Estate Market Cycle – From Current Conditions To Future Strategies

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From Woodstock to TikTok: Understanding and Bridging Generational Divides, a Deeper Dive

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