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South Bay Estate Planning Council |

10 Things to Check When the Trust is a Beneficiary. August 13, 2014. By Peggy Jane Fisher, CEA, CLTC, CFP Your new client comes to you with an established Traditional IRA. The new client tells you their trust is the beneficiary of the IRA. Confirm there is a reason they want to control the asset after death. The main reason for having your trust as an IRA beneficiary is […]. Read more →. Providing Estate Planning professionals with knowledge and resources to better serve their clients and community.

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IT IS Consulting Inc.

Daniel Logan

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Marin●●●●●l Rey , CA, 90292

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1.31●●●●7230
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South Bay Estate Planning Council | | sbepc.org Reviews
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10 Things to Check When the Trust is a Beneficiary. August 13, 2014. By Peggy Jane Fisher, CEA, CLTC, CFP Your new client comes to you with an established Traditional IRA. The new client tells you their trust is the beneficiary of the IRA. Confirm there is a reason they want to control the asset after death. The main reason for having your trust as an IRA beneficiary is […]. Read more →. Providing Estate Planning professionals with knowledge and resources to better serve their clients and community.
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2 breakfast meetings
3 focus groups
4 membership
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6 membership application
7 faqs
8 events
9 members
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South Bay Estate Planning Council | | sbepc.org Reviews

https://sbepc.org

10 Things to Check When the Trust is a Beneficiary. August 13, 2014. By Peggy Jane Fisher, CEA, CLTC, CFP Your new client comes to you with an established Traditional IRA. The new client tells you their trust is the beneficiary of the IRA. Confirm there is a reason they want to control the asset after death. The main reason for having your trust as an IRA beneficiary is […]. Read more →. Providing Estate Planning professionals with knowledge and resources to better serve their clients and community.

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Attorneys – South Bay Estate Planning Council

http://sbepc.org/category/members/attorneys

Archive for category: Attorneys. May 26, 2014. Jean Beasley Phone: 310- 544-3152 Email: Jean@JeanBeasley.com 1621. Http:/ sbepc.org/wp-content/uploads/2014/05/Beasley.jpg. Http:/ 50.6.75.201/wp-content/uploads/2013/04/SBEPC-logo-horizontal-wp.png. May 26, 2014. Law Offices of R. Stephen Doan Phone: 310-541-4076 Email:. Http:/ sbepc.org/wp-content/uploads/2014/04/Bezner Stephanie cropped.jpg. Http:/ 50.6.75.201/wp-content/uploads/2013/04/SBEPC-logo-horizontal-wp.png. May 26, 2014. Erin M. Carlson. Http:/ ...

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Upcoming Events – Events – South Bay Estate Planning Council

http://sbepc.org/events

September 2016 General Breakfast Meeting. September 8 @ 7:00 am. Find out more ». October 2016 General Breakfast Meeting. October 13 @ 7:00 am. Speakers: Matthew Winefeld and Keven Daehnke, Esq. Topic: Issues with Contaminated Property. Find out more ». December 2016 General Breakfast Meeting. December 8 @ 7:00 am. Speakers: Michael A. Hellbusch, Esq., Tredway, Lumsdaine and Doyle, LLP Topic: Uniform Fiduciary Access to Digital Assets Act. Find out more ». January 2017 General Breakfast Meeting.

3

Upcoming Events – Events – South Bay Estate Planning Council

http://sbepc.org/events/category/focus-groups

8250; Focus Groups. No matching events listed under Focus Groups. Please try viewing the full calendar for a complete list of events. Calendar powered by The Events Calendar. Fiduciaries and Trust Officers. 2014 South Bay Estate Planning Council - Website by UmeWorks.

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About – South Bay Estate Planning Council

http://sbepc.org/about

The South Bay Estate Planning Council is a non-profit association dedicated to enhancing the proficiency of advisors who are active in the field of estate planning and who share a commitment to professional growth through education and cooperation. About the Organization and Its Members. Many members of the South Bay Estate Planning Council work exclusively with estate planning issues. These issues include planning for clients’ lifetime care (physically and financially) and the disposition of a...Each me...

5

Upcoming Events – Events – South Bay Estate Planning Council

http://sbepc.org/events/category/breakfast-meetings

8250; Breakfast Meetings. September 2016 General Breakfast Meeting. September 8 @ 7:00 am. Find out more ». October 2016 General Breakfast Meeting. October 13 @ 7:00 am. Speakers: Matthew Winefeld and Keven Daehnke, Esq. Topic: Issues with Contaminated Property. Find out more ». December 2016 General Breakfast Meeting. December 8 @ 7:00 am. Speakers: Michael A. Hellbusch, Esq., Tredway, Lumsdaine and Doyle, LLP Topic: Uniform Fiduciary Access to Digital Assets Act. Find out more ». Find out more ».

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The Law Offices of Hofer and Harris

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Our clients have found many of the following resources to be helpful:. LOS ANGELES SUPERIOR COURT. SOUTH BAY ESTATE PLANNING COUNCIL. THE STATE BAR OF CALIFORNIA. LOS ANGELES COUNTY BAR ASSOCIATION. SOUTH BAY BAR ASSOCIATION. CALIFORNIA ADVOCATES FOR NURSING HOME REFORM. Estate Planning Intake Worksheet. Click on the icon or link below to download. HOFER and HARRIS ESTATE PLANNING INTAKE WORKSHEET. The Law Offices of Hofer and Harris, APC. 1611 S. Catalina Avenue, Suite 330. Redondo Beach, CA 90277.

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South Bay Estate Planning Council |

10 Things to Check When the Trust is a Beneficiary. August 13, 2014. By Peggy Jane Fisher, CEA, CLTC, CFP Your new client comes to you with an established Traditional IRA. The new client tells you their trust is the beneficiary of the IRA. Confirm there is a reason they want to control the asset after death. The main reason for having your trust as an IRA beneficiary is […]. Read more →. Providing Estate Planning professionals with knowledge and resources to better serve their clients and community.

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