Past Events

March 26, 2024 What's Trending in Charitable Planning - Tips for Advisors on Need to Know Strategies -ZOOM Meeting
Paul Casperson, Thomas Griffith, and Ginger Mlakar
February 27, 2024 Opportunities and Challenges in Workforce and Moderate Income Housing in Santa Barbara County
Andrew Kish, Housing Program Specialist-County of Santa Barbara
January 23, 2024 2024 Economic Forecast
Timothy Johnson, Head of Portfolio Solutions at Northern Trust
November 28, 2023 Valuation Issues in Estate Planning
David P. Adams, CPA, ABV, ASA
October 24, 2023 Multidisciplinary Estate Planning Workshop
September 26, 2023 SECURE Act 2.0
Christine Roberts, Mullen & Henzell
May 23, 2023 Special Needs Planning: What Estate Planning Practitioners Should Know
Elizabeth Forspan, Esq.
April 25, 2023 Uncovering the True Cost of Aging: Planning and Preparing for the Future
Jeff Torok, The Key - formerly Home Care Assistance
March 28, 2023 An Overview of Planning and Issue-Spotting for Multinational Individuals and Families
Alexander A. Bove, Jr., Esq. and Karen L. Witherell, Esq.
February 28, 2023 Ways to Address the high cost of housing in Estate Plans
Morgan Barnwell, LLM Mullen & Henzell & Steve Weintraub, CFP
January 24, 2023 2023 Economic Forecast
Christopher Wolfe, CIO First Republic
November 22, 2022 Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD and Stephanie N. Prestridge, JD
October 25, 2022 Life Insurance in Advanced Estate Planning
Clint Hodges, Private Wealth Advisor with U.S. Bank & Lindsay Cigler, JD Consultant, Advanced Designs Unit, Pacific Life Insurance Company
September 27, 2022 Upon Someone's Passing - Trusts, Estate & Entities: Navigating Income & Assets in Residential Underwriting
Austin Lampson, Branch Manager and Mortgage Professional with Homeowners Financial Group
May 24, 2022 Subtrust Allocation for Fiduciaries
The Honorable Judge Glen Reiser, Retired
April 26, 2022 Where does my property tax really go? A night with the Santa Barbara Tax Collector - IN PERSON MEETING
Harry E. Hagen, Treasurer - Tax Collector - Public Administrator
March 22, 2022 SBEPC Meeting - IN PERSON!!! - SANTA BARBARA CLUB
March 9, 2022 Hot Topics in Estate Planning
Speaker/Host: Paul S. Lee, JD, LL.M. (taxation), AEP� (Distinguished) Date: Wednesday, March 9, 2022 Time: 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific) Duration: 1 hour PassCode: 5585-080029 US/Canada (Toll Free): 1-877-251-1547 Mobile
February 22, 2022 Update from Washington with Michael Townsend
Michael Townsend, Managing Director Legislative and Regulatory Affairs for Charles Schwab
February 9, 2022 Introducing the In Marriage QDRO� - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
January 25, 2022 2022 Annual Economic Forecast and Market Outlook
Tom Fisher on the Market Outlook; Drew Brahos on the Economc Forecast. Montecito Bank & Trust
January 19, 2022 After All That - Lifetime Transfers That Still Work!
Louis A. Mezzullo, JD, AEP� (Distinguished)
November 23, 2021 Current Adult Scams in Santa Barbara County -
Vicki Johnson, SB County Deputy District Attorney Office
November 2, 2021 58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
National Conference
October 26, 2021 An Analysis of Proposals Using Life Insurance: What Works, What May Not Be as Effective as Promoted, and What Does Not Work - Zoom Meeting
Lawrence J. Macklin, Esq., CPA, AEP®
September 28, 2021 Determining Capacity in Elderly Clients - ABA Commission on Law and Aging - All Local Professionals Invited to Attend Via Zoom
VIA ZOOM PRESENTATION by David Godfrey, J.D., Sr. Attorney with American Bar Association Council on Law and Aging
August 20, 2021 Powers of Appointment-NAEPC Webinar-CAN ATTEND ANYTIME
Turney B. Berry, JD, AEP® (Distinguished)
May 25, 2021 Answers to Estate Planning Council Members Specific Questions by Judge Sterne
Honorable Colleen Sterne
April 27, 2021 What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19
Justin Joy, JD, CIPP/US, CIPT
March 23, 2021 Proposition 19: What Hath We Wrought?
February 23, 2021 Post-Election Estate Planning 2021
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
February 18, 2021 SBEPC Semi-Annual Board Meeting
Board Meeting
January 26, 2021 2021 Economic Forecast
Vijay Chandar, Morgan Stanley Executive Director, Wealth Management Global Investment Office
November 24, 2020 Top Ten Estate Planning Lessons from Recently Deceased Celebrities
Eido M Walny, Attorney
October 27, 2020 The Impacts of Politics on Policies, Portfolios and Planning
Marc Doss, Regional Chief Investment Officer of Wells Fargo Bank & Chris Pegg, Senior Director of Planning at Wells Fargo Bank
February 25, 2020 The Secure Act
Christine Roberts, Attorney
January 28, 2020 2020 Economic Forecast
Charles Schwab
November 26, 2019 Cyber Security-How to Protect Your Practice
Gary Rossi, Global Security Services, Fidelity
October 22, 2019 Long Term Care-The Missing Piece of Retirement Plannning
Steven Cain
September 24, 2019 How A Durable Power of Healthcare Works in Real Life
Rebecca Simonitsch, Advance Care Planning Coordinator Cottage Health, and Herb Geary, Vice President of Patient Care Services and Chief Nursing Officer for Cottage
May 28, 2019 Divorce Panel
Panel of Presenters: Brian Burke, Matthew Long and Jim Lisi
April 23, 2019 What’s New in the Law and How it Might Impact Trust Officers, CFP’s, and Attorneys.
Honorable Thomas Anderle, SB Superior Court
March 26, 2019 Snooze You Lose: Attorney Fees and the Non-Participating Trust Beneficiary
Honorable Glen Reiser, Retired
February 26, 2019 How We As Professionals Can Help Terminally Ill Clients Put Their Estate In Order
Jesse Brisendine
January 22, 2019 2019 Economic Forecast
Katie Nixon, Northern Trust
November 27, 2018 An Open Conversation about Useful Practice Skills for EP Professionals
Paul A. Graziano, Esq.
October 23, 2018 Making Sustainable Budgets and Monitoring Prudent Investments in a Special Needs Trust
Paul Bartschi & Scott MacDonald
September 25, 2018 CRUTs: A Win-Win Tool
Joe Ferreira & Jack Rabuck
May 22, 2018 Fixing,Changing and Terminating Irrevocable Trusts
Stephanie Zaffos & Klay Nichol
April 24, 2018 Home Equity Conversion Mortgage Loans
Eric D. Miller & Ryan Ponsford
March 27, 2018 Financial Potpourri
Brad Stark, MS, CFP
February 27, 2018 THE FORGOTTEN GENERATION: Perspectives on Estate and Charitable Planning for Generation X
Grace Russak, CTFA, TEP and Vicki Shelton, Ph.D
January 23, 2018 Market View for 2018
DeAnne Steele, MBA, CFA, CAIA
November 28, 2017 What is financial elder abuse? Who are the perpetrators and why? How to advise clients? What is litigation is necessary?
Vivian Lee Thoreen B.A, M.A, J.D.
October 24, 2017 Understanding Situs: The Good, the bad, and the ugly of having a trust established in a state with Domestic Asset Protection Statutes.
Steven Hall, BS, JD, MBA,
September 26, 2017 Property Transfers, Sales and Use Tax Issues
Michael Lebeau
May 23, 2017 Duties of an Individual Trustee (Eldest Son, Caretaking, Daughter, CPA, Attorney, etc.)
Josh Yager, Esq., CFP
April 25, 2017 A Primer on Tax and Other Issues Relevant to Art Collectors and Their Advisors
Paul N. Frimmer, Esq.: Partner in the Los Angeles law firm of Loeb & Loeb LLP.
March 28, 2017 End of life options, dying with dignity is a choice
Debbie Molnar BSN, Compassion & Choices Outreach Volunteer
February 28, 2017 The Employee Stock Ownership Plan Exit Strategy
John R. Nelson, Esq. Mg Director, NFP
January 24, 2017 Market Overview for 2017
Lon Morton CEO & C0-Chief Investment Officer and Jeffrey Sarti CFA, MBA & Co-President
November 22, 2016 Digital Asset Landscape: Preparation for Changes in Legislation
Rich Martin, CEO, Directives Online
October 25, 2016 The 3 ILIT Case Studies You Don’t Want to Miss:
G. Tate Groome
September 27, 2016 The Affordable Care Act 6 Year Later: Implications for Santa Barbara
Ronald C. Werft, President and CEO of Cottage Health Systems
Alexander M. Popovich
March 22, 2016 An Evening with Judge Sterne
Judge Colleen K. Sterne
February 23, 2016 Inbound Planning for Santa Barbara’s Foreign Clients
Cindy Brittain
January 26, 2016 2016 Investment Outlook
Katie Nixon, Chief Investment Officer Northern Trust
November 24, 2015 Preserving the Estate and Delay RMDs
Timothy M. Kiesling, CLU, ChFC, RICP, CASL
October 27, 2015 Transferring IRA Wealth: Top 5 Mistakes to Avoid
Christine Roberts
September 22, 2015 Same Sex, No Sex, Divorce California Style-What Matters and What Doesn't Matter
John Rydell, Marisa Beuoy and Paul Roberts,
May 26, 2015 Estate Buy Back Strategy and it’s Practical Limitations’
Andy Katzenstein, Roy Martinez and Paul DeLauro, City National Bank
April 28, 2015 Current Trends in Appraisals and Auctions of Art, Antiques and Other Personal Property
Redge A Martin, Clars Auction Gallery
March 24, 2015 Donating Complex Assets to Charity: Case Studies and Best Practices
Ryan Boland, Fidelity Charitable, Complex Assets Group
February 24, 2015 The Important Role of CPAs in the Ongoing Administration of Irrevocable Trusts or How to Avoid being a “Knucklehead”
Josh Yager
January 27, 2015 How to Help Your Clients to “Stay Wealthy” in a Treacherous World
Gary Furukawa
November 25, 2014 How Do You Define True Wealth
Joel Baker
October 28, 2014 Santa Barbara Village
Naomi Kovacs, Executive Director
September 23, 2014 Creating Tax Alpha for Clients
Ernest Clark, CPA/PFS
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