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Santa Clara County Estate Planning Council

SANTA CLARA COUNTY ESTATE PLANNING COUNCIL

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Event Calendar

June 11, 2025
NATIONAL EVENT:
NAEPC Webinar: Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’s Version)
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP®
July 9, 2025
NATIONAL EVENT:
NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Jim Coutre
October 19, 2025
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts
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