MENU

Next Meeting:

Thursday, September 10, 2026

Utilizing the Trust Checkbook & Creating a Clean Exit

Site Links:

  • Home
  • Events
    • Event Calendar
  • About
    • About Us
    • Council Information
    • Documents
    • Links
  • Directory
    • Member Directory
    • Leadership
    • Committees
    • Past Presidents
  • Membership
    • Member Home
    • Member Benefits
    • Application Form
    • Member Renewal
    • Membership - Additional Information
  • Contact
    • Contact Us
    • Login
South Bay Estate Planning Council

SOUTH BAY ESTATE PLANNING COUNCIL

MEMBER LOGIN
MEMBER LOGIN
  • HOME
    • Home
    • Login
  • EVENTS
    • Event Calendar
  • ABOUT
    • About Us
    • Council Information
    • Documents
    • Links
  • DIRECTORY
    • Member Directory
    • Leadership
    • Committees
    • Past Presidents
  • MEMBERSHIP
    • Member Home
    • Member Benefits
    • Application Form
    • Member Renewal
    • Membership - Additional Information
  • CONTACT
    • Contact Us
    • Mailing List

Tax Update

Date: Thursday, January 12, 2023
Time: 7:00am - 9:00am
Location: The Depot Restaurant and via Zoom
Speaker: Andy Katzenstein

Add to My Outlook Calendar

Add to My Google Calendar

Registered for this event? Login now to view additional event details.

Reservations close on Tuesday.

Please call Marlowe at 310-375-6300 to see if there is available space

Related Document(s):
  • January 2023 Handouts

See Upcoming Event Calendar

UPCOMING EVENTS

September 10, 2026

Utilizing the Trust Checkbook & Creating a Clean Exit

Judge Clifford Klein and David Kim

See Event Details

September 24, 2026

Focus Group - California's new Virtual Representation Statute; Did You Get the Notice?

Moderated by Garee Gasperian

See Event Details

October 8, 2026

Title Insurance

Kevin Sayles

See Event Details

November 12, 2026

Tax Compliance in the Shadows of That Other Transfer Tax: GST Return Requirements for the Wealth Planning Professional

David Bennedetto

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

  • For the Public
  • For Professionals
  • Guide To Teaming

Join our Mailing List!

Home Event Calendar About Us Council Information Documents Links Member Directory Leadership Committees Past Presidents Member Home Member Benefits Application Form Member Renewal Membership - Additional Information Contact Us Mailing List Login

© National Association of Estate Planners & Councils. See Privacy Policy and Terms of Use.