February Offsite Meeting: Non-Tax Aspects of Charitable Giving

Date: Tuesday, February 19, 2019
Time: 4:30pm - 7:00pm
Location: The San Diego Foundation 2508 Historic Decatur Rd.
Speaker: Andy Pharies and Erin Norberg

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The Estate Planning Council of San Diego Presents: 

The Annual Offsite February EPCSD Meeting
 
This meeting is currently SOLD OUT if you would like to be added to the waitlist please contact Jessica at Jessica.Epcsd@gmail.com
 
 

Date: Tuesday, February 19th , 2019

Time: 4:30 P.M. to 7:00P.M.

Where: The San Diego Foundation

2508 Historic Decatur Rd

Room: Deborah Hoffman

 

Speakers: 

Andy Pharies & Erin Norberg

Andy is a partner with DLA Piper LLP (US) in its San Diego office where he is a member of the firm’s Trusts and Estates Group and Global Private Client Group.  He practices in the areas of domestic and international estate planning, trust and estate administration and litigation, charitable planning, exempt organizations, and tax compliance and controversy.  Andy is a Fellow of the American College of Trusts and Estates Counsel (ACTEC).  He is a frequent speaker on trust and estate related topics and has recently spoken at the University of Miami Heckerling Institute of Estate Planning, the ACTEC Annual Meeting, the Tulane Tax Institute, the USC Tax Institute, the UCLA-CEB Estate Planning Institute, and others.

 

Erin is a senior attorney with DLA Piper LLP (US) in its San Diego office where she is a member of the firm’s Trusts and Estates Group and Global Private Client Group.  She practices in the areas of estate planning, trust and estate administration, charitable planning, exempt organizations, and tax compliance and controversy.  Erin is a frequent speaker on trust and estate related topics and has recently spoken at the UCLA-CEB Estate Planning Institute and CEB Recent Developments in Estate Planning.

 

Meal: 

Dinner hosted by The San Diego Foundation in Buffet Style

4:30 p.m. Cocktails and hors d’oeuvres

5:15 p.m.  Dinner

 

Please RSVP 

 by Thursday, February 14th, 2019

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.

 

**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:

Jessica Vito Cruz

P. O. Box 880536

San Diego, CA 92168

 

 

 

 

 

 

 

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