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TO CALENDAR MONTEREY ESTATE PLANNING STUDY GROUP The Monterey Estate Planning Study Group is a Membership Only group that meets monthly to discuss estate planning, trusts, tax and issues that effect our community relative to estate planning. The Member consists of practicing attorneys and CPAs. Continuing education credits are offered. Unless otherwise noted, the group meets in the conference room at the Community Foundation for Monterey County located at 2354 Garden Road, Monterey, CA 93940. Chair: Liza D. Horvath, CTFA, AIF Vice President & Regional Trust Manager Santa Barbara Bank & Trust Private Wealth Management (First National Bank of Central California, San Benito Bank & South Valley National Bank) Street Address 435 Washington Street, Suite A Monterey, CA 93940 Phone: (831) 657-1156 Fax: (831) 649-5383 lizah@pcbancorp.com Calendar of Events: MONTEREY ESTATE PLANNING STUDY GROUP 2009 The Estate Planning Study Group is for practicing attorneys, CPAs and invited corporate and private fiduciaries. MCLE is offered unless otherwise noted. JANUARY STUDY SESSION – THURSDAY, January 22, 2009 - 12:00 – 1:30 p.m. LOCATION: Community Foundation 2354 Garden Road, Monterey LEVERAGING TRUST TO BUILD REFERRALS. Dayton Hughes and Roselynn Pucan-Meagor are Principals with DHC- Developing Human Capital and will get our year started off with a “building business” presentation. This discussion will provide us with tools to nurture non-solicited referrals from our existing client base and skill points to build trust with clients. When clients like and trust their professional advisor, they are less likely to bring lawsuits when things don’t work out. DHC is an international company based in Monterey which works with companies, large and small, to develop leadership, teamwork, and trust. FEBRUARY STUDY SESSION – THURSDAY, February 26 - 12:00 – 1:30 p.m. LOCATION: PASADERA COUNTRY CLUB ESTATE PLANNING IN A BRAVE NEW WORLD: They’re Back! Attorneys Michael G. Desmarais, James V. Quillinan and Robert Temmerman will discuss the 2009 changes to the Probate Code, appellate decisions in the trust and estate area over the past year and Federal tax law changes. This will be a luncheon event at Pasadera County Club and reservations are required. We will have the lunch sponsored to off-set the charges but cost will still be $15 per person for a scrumptious lunch while listening to this dynamic and informative trio. More details to follow! MARCH STUDY SESSION – THURSDAY, March 26 - 12:00 – 1:30 p.m. LOCATION: Community Foundation 2354 Garden Road, Monterey HOW TO TALK ABOUT CHARITY WITHOUT TALKING ABOUT A CHARITY. This presentation will be a panel presentation with CPAs Mike Jones and DeeAnn Thompson, and attorneys Yvonne Ascher and Sidney Morris. The topic will cover charitable giving ~ vehicles, planning and tax implications. More to follow! APRIL STUDY SESSION – THURSDAY, April 23 - 12:00 – 1:30 p.m. LOCATION: Community Foundation 2354 Garden Road, Monterey General Discussions MAY STUDY SESSION – THURSDAY, May 28 - 12:00 – 1:30 p.m. LOCATION: Community Foundation 2354 Garden Road, Monterey TBD JUNE STUDY SESSION – THURSDAY, June 25 - 12:00 – 1:30 p.m. LOCATION: Community Foundation 2354 Garden Road, Monterey DISCOUNT VALUATIONS. CPAs Jim Stiles and Barbara Simonich will present on the latest developments in discount valuations and other topical tax issues. JULY STUDY
SESSION – THURSDAY JULY 23
- 12:00 – 1:30 p.m. September 24, 2009 - 12:00 to 1:30 THURSDAY, (Note: This meeting will be hosted by attorney Eric Holk) Technology
that Helps Keep our Seniors Safe Rosemary
Tarp, Salinas Valley
Memorial Hospital Lifeline Member Services Liaison will present
the Lifeline choice.
NOVEMBER STUDY SESSION – THURSDAY,
November 12, 2009 - 12:00 – 1:30 p.m. Presenters:
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