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Santa Barbara Estate Planning Council - Estate Planners in Santa Barbara, CA - Serving the public's needs in Estate Planning

The Santa Barbara Estate Planning Council is a local organization in Santa Barbara, CA of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in Santa Barbara, CA.

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Santa Barbara Estate Planning Council - Estate Planners in Santa Barbara, CA - Serving the public's needs in Estate Planning | santabarbaraepc.org Reviews

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The Santa Barbara Estate Planning Council is a local organization in Santa Barbara, CA of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in Santa Barbara, CA.

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1 estate planning Santa Barbara

2 estate planners Santa Barbara

3 estate planning attorney Santa Barbara

4 CA

5 accredited estate planner

6 certified estate planner

7 personal financial planning

8 charitable planning

9 corporate tax planning

10 wealth transfer planning

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Santa Barbara Estate Planning Council - Estate Planners in Santa Barbara, CA - Serving the public's needs in Estate Planning | santabarbaraepc.org Reviews

https://santabarbaraepc.org

The Santa Barbara Estate Planning Council is a local organization in Santa Barbara, CA of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in Santa Barbara, CA.

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santabarbaraepc.org

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Document Library - Santa Barbara Estate Planning Council

http://www.santabarbaraepc.org/council/documents

Santa Barbara Estate Planning Council. Bylaws of SBEPC as amended 9-23-11.pdf. APPLICATION - Computer.dotx. Fidelity Complex Assets presentation 3-24-15. 2014 Complex Asset Presentation Fidelity Charitable Boland.ppt. Fiduciary Compliance Library Checklist. Compliance Library Checklist-Yager.pdf. The Important Role of CPAs in the Ongoing Administration of Irrevocable Trusts or How to Avoid being. Josh Yager-Six Slide Handout.pdf. Help Your Clients to "Stay Wealthy" in a Treacherous World. And Terms of Use.

2

Same Sex, No Sex, Divorce California Style-What Matters and What Doesn't Matter - Santa Barbara Estate Planning Council

http://www.santabarbaraepc.org/events/event/11533

Santa Barbara Estate Planning Council. Same Sex, No Sex, Divorce California Style-What Matters and What Doesn't Matter. Tuesday, September 22, 2015. University Club of Santa Barbara. John Rydell, Marisa Beuoy and Paul Roberts,. Join local family law attorneys as they discuss the basics of marital dissolution, including:. How the case is started (Are there grounds? Irreconcilable differences or incurable insanity – always a temptation). Insurance issues during divorce process. John R. Rydell, III.

3

Council Information - Santa Barbara Estate Planning Council

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Santa Barbara Estate Planning Council. Page content coming soon! National Association of Estate Planners and Councils. See Privacy Policy. And Terms of Use.

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Links - Santa Barbara Estate Planning Council

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Santa Barbara Estate Planning Council. There are currently no council links setup. National Association of Estate Planners and Councils. See Privacy Policy. And Terms of Use.

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Event Calendar - Santa Barbara Estate Planning Council

http://www.santabarbaraepc.org/events

Santa Barbara Estate Planning Council. September 14, 2016. NAEPC Webinar: Income Tax Deductions for Charitable Bequests of IRD. October 19, 2016. NAEPC Webinar: Tricky GST Issues. November 16, 2016. 53rd Annual NAEPC Advanced Estate Planning Strategies Conference. December 14, 2016. NAEPC Webinar: Top Ten Estate Planning and Estate Tax Developments of 2016. National Association of Estate Planners and Councils. See Privacy Policy. And Terms of Use.

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Santa Barbara Estate Planning Council - Estate Planners in Santa Barbara, CA - Serving the public's needs in Estate Planning

Tuesday, September 22, 2015. The Joys and Sorrows of Divorce and Custody Disputes. Santa Barbara Estate Planning Council. Tuesday, September 22, 2015. Paul Roberts and Marisa Beuoy. The Joys and Sorrows of Divorce and Custody Disputes. Through our website, you may access our calendar of events, membership application, and a list of the current members of the Board of Directors. The membership roster is also available to existing members. And Terms of Use.

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