Barbara Kelley - Orange County Estate Planning Council

	ORANGE COUNTY ESTATE PLANNING COUNCIL	MEMBER LOGIN
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Member Directory

CPA

Partner

HMWC CPAs & Business Advisors

17501 E. 17th Street

Suite 100

Tustin, CA 92780-7924

Phone: (714) 505-9000

Fax: (714) 505-9200

Additional Information:

Real Estate High Net Worth Individuals Tax Planning Estate & Trust

March 26, 2019

Planning with Private Placement Life Insurance

Jonathan G. Blattmachr, Esq., ILS Management, LLC

May 28, 2019

Generational Values Transfer

Amy Castoro of The Williams Group

July 23, 2019

To Be Announced

September 24, 2019

California Trust Decanting

Catherine Swafford of Withers Bergman LLP