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Thursday, October 23, 2025

The Insanity of the Fiduciary World - Focus Group

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South Bay Estate Planning Council

SOUTH BAY ESTATE PLANNING COUNCIL

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Past Presidents

Michael Goergen

Eric Harris

Ron Miller

Troy Martin

Sylvia Thompson

[more to come]

UPCOMING EVENTS

October 23, 2025

The Insanity of the Fiduciary World - Focus Group

Moderated by Cheryl Carter and Suzanne Grudnitski

See Event Details

November 13, 2025

A Simple Estate, A Tangled Web: Fiduciary Income Tax in Real Life

David Bennedetto

See Event Details

December 11, 2025

Trusts in Asset Protection Planning — A Practical Hour for Estate Planners

Jacob Stein

See Event Details

April 9, 2026

Firearms Transfers

Matthew Kanin

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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