Past Events

October 15, 2025 October 2025 Luncheon
Lloyd Coleman
September 17, 2025 September 2025 Luncheon
Jeremy Huish and Kerry Withrow
August 20, 2025 August 2025 Luncheon
Michael Kenneth and Tom O'Brien
May 21, 2025 May 2025 Luncheon
Dan Weeks- Nilsine Partners
April 16, 2025 April 2025 Luncheon
Jonathan Morrison
March 19, 2025 March 2025 Luncheon
Jason Ware- Albion Financial
February 19, 2025 February 2025 Luncheon
Don M. Drysdale, CPA/ABV, ASA
January 15, 2025 January 2025 Luncheon
Scott Etish
November 13, 2024 2024 Fall Institute
October 16, 2024 2024 October SLEPC Luncheon
David Crandall
September 18, 2024 2024 September SLEPC Luncheon
Judy Pearson and Julie Golden
August 21, 2024 August 2024 Luncheon
Amy Kennedy
June 19, 2024 2024 June SLEPC Luncheon
May 15, 2024 2024 May SLEPC Luncheon
April 17, 2024 2024 April SLEPC Luncheon
Jason Ware- Albion Financial
March 20, 2024 2024 March SLEPC Luncheon
Brent Armstrong
February 21, 2024 2024 February SLEPC Luncheon
James Morgan- Forbes Partners
January 17, 2024 2024 January SLEPC Luncheon
Nathan Wright-Moss Adams
November 1, 2023 2023 Fall Institute
October 18, 2023 October Luncheon
Gavin Christensen
September 20, 2023 September Luncheon
June 21, 2023 June Luncheon
Abigail Earthman
May 17, 2023 May Luncheon
Joshua Rogers
April 19, 2023 April Luncheon
Thomas J. Pauloski
March 15, 2023 March Luncheon
February 15, 2023 February Luncheon
Bernstein's Wealth
January 18, 2023 January Luncheon
Jeff McClean
November 2, 2022 2022 Fall Institute
October 19, 2022 October SLEPC Luncheon
September 21, 2022 September SLEPC Luncheon
June 15, 2022 June SLEPC Luncheon
May 18, 2022 May SLEPC Luncheon
April 20, 2022 April SLEPC Luncheon
March 16, 2022 March SLEPC Luncheon
February 16, 2022 February SLEPC Luncheon
January 19, 2022 January SLEPC Luncheon
November 17, 2021 November SLEPC Luncheon
November 10, 2021 2021 Fall Institute
April 21, 2021 April Meeting
March 17, 2021 March Meeting
February 17, 2021 February Meeting
January 20, 2021 January Meeting
November 18, 2020 2020 Virtual Fall Institute
October 21, 2020 October Luncheon
September 16, 2020 September Luncheon
June 17, 2020 June Luncheon
May 20, 2020 May Luncheon
April 15, 2020 April Luncheon
March 18, 2020 March Luncheon
February 19, 2020 February Luncheon
January 15, 2020 January Luncheon
November 20, 2019 November Luncheon
Dustin Snyder
October 24, 2019 2019 Fall Institute
September 18, 2019 September Luncheon
David York
June 19, 2019 June Luncheon
Jason Ware
May 15, 2019 May Luncheon
April 24, 2019 April Luncheon
Jason Cain
March 20, 2019 March Luncheon
D. Jay Curtis, Esq.
February 20, 2019 February Luncheon- What Matters is Time in the Market, not timing in the Market.
Jason Ware
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
Devin Pope- Albion Financial Group
March 28, 2018 March Luncheon - Planning for the Increased Exemption Amount
Jeffrey McClean
February 21, 2018 February Luncheon
January 17, 2018 January Luncheon
November 2, 2017 2017 Fall Institute
Sam Donaldson
October 19, 2017 A Cinderella Slipper Estate Planning Strategy
John W. Homer
September 28, 2017 Myth Busters Takes on Charitable Estate Planning
Utah Planned Giving Roundtable
June 21, 2017 Utah Unitrust Act
Charles H. Livsey
May 17, 2017 When Estate Plans End Up in Court: Estate Planning Landmines to Avoid
Thomas B. Price
April 19, 2017 Innovative Solutions for Business Owners and Employees
Jerry Borrowman
March 15, 2017 Back to Basis-Top Ideas for Basis Tax Planning
David R. York-York Howell & Guymon
February 15, 2017 Utah Venture Capital and Private Equity Update for Estate Planners
Doug Wells- Albion Financial Group
January 18, 2017 Modern Uses of Partnerships in Estate Planning
Bruce Gulso, CPA, CVA
November 9, 2016 Fall Institute
October 19, 2016 Trust Modification
Mike Garrett
September 21, 2016 Liquidity Event Planning: Maximizing Tax Efficiency for Business Owners
June 22, 2016 Income Tax Planning
May 18, 2016 Business Succession Planning
John Bird - Albion Financial
April 20, 2016 SLEPC Monthly Luncheon
Estate Planning for Retirement Benefits
March 16, 2016 SLEPC Monthly Luncheon - Power of Appointment Support Trusts
Bryan D. Austin
February 24, 2016 SLEPC Monthly Luncheon
TBD
January 20, 2016 SLEPC Monthly Luncheon
L. Matthew Egnew, CPA
November 18, 2015 Fall Institute
Keynote Speaker: Samuel Donaldson
September 16, 2015 September Luncheon
TBD
June 17, 2015 Representing Clients With Diminished Capacity
Cal Curtis
May 20, 2015 Charitable Planning with Complex Assets
Brent A. Andrewsen
April 22, 2015 April Luncheon
Steve Meads & Zak Nugent
March 18, 2015 The Preparation and Administration of Gun Trusts
Steven A. Tingey
February 11, 2015 The Utah Domestic Asset Protection Trust
Rust Tippett & Ken Margetts
January 21, 2015 Income Tax Planning for Trusts and Estates
James R. Beaudoin
November 6, 2014 Fall Institute 2014
Multiple
October 22, 2014 Estate Planning for Small Business Owners
Geoff Germane
September 17, 2014 Life Insurance in Estate Planning
Meg Muldoon
June 18, 2014 Charitable Trusts
Joseph R. Shaw
May 21, 2014 Captive Insurance Companies
Ken Avery
April 16, 2014 Estate Planning with Debt in a Low Interest Rate Environment
Bill Atha
March 19, 2014 Foreclosures: What's Hiding Under the Floorboards
Gerald Fralick
January 15, 2014 January Luncheon
TBD
November 7, 2013 Fall Institute
TBD
October 16, 2013 October Luncheon
Fraser Nelson
October 16, 2013 Luncheon
TBD
September 19, 2013 TBD
TBD
June 19, 2013 Luncheon
TBD
May 15, 2013 Luncheon
TBD
April 17, 2013 Exit Alternatives for Business Owners
Jay Edgington & Eric Jacobsmeyer
March 20, 2013 Luncheon - The American Taxpayer Relief Act of 2012
Mike Blackburn
February 20, 2013 Luncheon - Family Values - Wealth Preservation Part II
J. R. Knight - Family Wealth Advisors
January 16, 2013 Avoiding Disputes in Estate Settlements
Panel Discussion
November 28, 2012 November Luncheon
John Madsen
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
Robert S. Tippett and D. Evan Pack
May 16, 2012 Portability and Clawbacks: Tale of Two Code Sections
David E. Sloan, Esq
April 18, 2012 The Realities of Funding Succession Plans
John W. Homer, CLU
March 21, 2012 “Who’s in Charge? A Vital Discussion on Advance Care Planning & Advance Directives”
Brent Andrewsen, Esq
February 15, 2012 Charitable Lead Trust
Henry Whiffen
January 18, 2012 Luncheon - Valuation Discounts in Estate Planning
B. Ray Anderson
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