ESTATE PLANNING COUNCIL OF SAN DIEGO

The Estate Planning Council of San Diego Presents:

Date: Tuesday, October 15th, 2019

Time: 4:30 P.M. to 7:00P.M.

Where: Double Tree Hotel, Mission Valley 

7450 Hazard Center Drive

Room: Brickstone

Parking: You can park on the street or in the hotel garage- we do validate parking for the garage.

Sponsor:

The drinks for the evening have been graciously provided by Creative Capital Management Investments

Topic: 

The Unknown Child

DNA genetic testing services like Ancestry and 23andMe are providing individuals and families with unprecedented levels of access to personal genome.  Although these services peak our curiosity, they also have the potential to be extremely disruptive. Learning about an unknown child, especially after a loved one has passed, can erode family trust and harmony; it also raises some interesting estate planning issues.  Join trust and estate litigator Scott Rahn of RMO LLP as he imparts specific strategies that trusted advisors can consider for managing the practical and emotional side of this sensitive issue.

Speaker: 

Scott Rahn

Founding and Managing Partner of RMO LLP

A seasoned “big firm” litigator, Scott focuses on four specific areas of litigation: (1) representing beneficiaries, professional and corporate fiduciaries in contested trust, estate and probate litigation matters, as well as related estate administration issues (2) representing individual and institutional investors and financial institutions in investment fraud investigations and securities litigation (3) representing financial industry employees in employment litigation and investigations, CRD expungement matters, registration and reporting disputes, and regulatory/enforcement/white collar investigations (4) and business litigation

Continuing Education Credits Approved:

This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and has been approved for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour.

This presentation has also been approved for 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals.

Menu:

ENTREE #1

Iceberg Lettuce, Bacon, Blue Cheese Crumbles, Tomatoes, and Gorgonzola Blue Cheese Dressing

Honey Glazed Garlic Chicken, Creamed Plenta, Carrots, Tomato and Green onion relish

ENTREE #2

Vegan Shepherd's Pie (Gluten Free & Vegan)

Soy Chorizo, Roasted Vegtables, Olive Oil, Garlic Mashed Potatoes, and Red and Yellow Bell Pepper Coulis

DESSERT

DoubleTree Famous Cookies

Please RSVP 

 by Thursday, October 10th, 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