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Tuesday, March 28, 2023

Transition by Design: Successful Succession of the Privately Held Business and Wealth

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Orange County Estate Planning Council

ORANGE COUNTY ESTATE PLANNING COUNCIL

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David B. Moore

Planned Giving Specialist
Assistant Vice President, Legacy Planning
Chapman University
One University Drive
Orange, CA 92866
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Phone: (714) 516-4590
Fax: (714) 289-2064
Cell: (714) 392-6358
Send a Message to David Moore
Website: http://www.chapman.edu/legacy

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UPCOMING EVENTS

March 28, 2023

Transition by Design: Successful Succession of the Privately Held Business and Wealth

Susan P. Rounds, JD, CPA, LLM., AEP, TEP - Deutsche Bank Wealth Management

See Event Details

May 23, 2023

Foreign Persons and Foreign Assets: What You Need To Know When Your Clients Or Trusts Have Foreign Connections (Plus the Corporate Transparency Act!)

Jacqueline D. Yu, Esq., LL.M., TEP - Law Office of Jacqueline D. Yu

See Event Details

July 25, 2023

Gift and Estate Tax for Non-US Citizens

John Nuckolls, BDO USA, LLP

See Event Details

September 26, 2023

TBA

Darleen H. Armour, ASA, Marshall Stevens

See Event Details

See Full Calendar

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