Past Events

November 15, 2018 2018 Fall Institute
October 17, 2018 October Luncheon-Blockchain Technology and It's Impact On Our Practices
September 19, 2018 September Luncheon- Estate Planning for International Clients and Assets
June 20, 2018 June Luncheon- Insurance in Estate Planning
May 16, 2018 May Luncheon - Estate Planning for Blended Families
April 18, 2018 April Luncheon - Understanding your Social Security Retirement Benefits
March 28, 2018 March Luncheon - Planning for the Increased Exemption Amount
February 21, 2018 February Luncheon
January 17, 2018 January Luncheon
November 2, 2017 2017 Fall Institute
October 19, 2017 A Cinderella Slipper Estate Planning Strategy
September 28, 2017 Myth Busters Takes on Charitable Estate Planning
June 21, 2017 Utah Unitrust Act
May 17, 2017 When Estate Plans End Up in Court: Estate Planning Landmines to Avoid
April 19, 2017 Innovative Solutions for Business Owners and Employees
March 15, 2017 Back to Basis-Top Ideas for Basis Tax Planning
February 15, 2017 Utah Venture Capital and Private Equity Update for Estate Planners
January 18, 2017 Modern Uses of Partnerships in Estate Planning
November 9, 2016 Fall Institute
October 19, 2016 Trust Modification
September 21, 2016 Liquidity Event Planning: Maximizing Tax Efficiency for Business Owners
June 22, 2016 Income Tax Planning
May 18, 2016 Business Succession Planning
April 20, 2016 SLEPC Monthly Luncheon
March 16, 2016 SLEPC Monthly Luncheon - Power of Appointment Support Trusts
February 24, 2016 SLEPC Monthly Luncheon
January 20, 2016 SLEPC Monthly Luncheon
November 18, 2015 Fall Institute
September 16, 2015 September Luncheon
June 17, 2015 Representing Clients With Diminished Capacity
May 20, 2015 Charitable Planning with Complex Assets
April 22, 2015 April Luncheon
March 18, 2015 The Preparation and Administration of Gun Trusts
February 11, 2015 The Utah Domestic Asset Protection Trust
January 21, 2015 Income Tax Planning for Trusts and Estates
November 6, 2014 Fall Institute 2014
October 22, 2014 Estate Planning for Small Business Owners
September 17, 2014 Life Insurance in Estate Planning
June 18, 2014 Charitable Trusts
May 21, 2014 Captive Insurance Companies
April 16, 2014 Estate Planning with Debt in a Low Interest Rate Environment
March 19, 2014 Foreclosures: What's Hiding Under the Floorboards
January 15, 2014 January Luncheon
November 7, 2013 Fall Institute
October 16, 2013 October Luncheon
October 16, 2013 Luncheon
September 19, 2013 TBD
June 19, 2013 Luncheon
May 15, 2013 Luncheon
April 17, 2013 Exit Alternatives for Business Owners
March 20, 2013 Luncheon - The American Taxpayer Relief Act of 2012
February 20, 2013 Luncheon - Family Values - Wealth Preservation Part II
January 16, 2013 Avoiding Disputes in Estate Settlements
November 28, 2012 November Luncheon
October 24, 2012 Salt Lake Estate Planning Council Fall Institute
June 20, 2012 Choice of Entity Under the New Utah Limited Liability Company and Limited Partnership Acts
May 16, 2012 Portability and Clawbacks: Tale of Two Code Sections
April 18, 2012 The Realities of Funding Succession Plans
March 21, 2012 “Who’s in Charge? A Vital Discussion on Advance Care Planning & Advance Directives”
February 15, 2012 Charitable Lead Trust
January 18, 2012 Luncheon - Valuation Discounts in Estate Planning
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