| November 13, 2024 |
2024 Fall Institute
|
| October 16, 2024 |
2024 October SLEPC Luncheon
David Crandall |
| September 18, 2024 |
2024 September SLEPC Luncheon
Judy Pearson and Julie Golden |
| August 21, 2024 |
August 2024 Luncheon
Amy Kennedy |
| June 19, 2024 |
2024 June SLEPC Luncheon
|
| May 15, 2024 |
2024 May SLEPC Luncheon
|
| April 17, 2024 |
2024 April SLEPC Luncheon
Jason Ware- Albion Financial |
| March 20, 2024 |
2024 March SLEPC Luncheon
Brent Armstrong |
| February 21, 2024 |
2024 February SLEPC Luncheon
James Morgan- Forbes Partners |
| January 17, 2024 |
2024 January SLEPC Luncheon
Nathan Wright-Moss Adams |
| November 1, 2023 |
2023 Fall Institute
|
| October 18, 2023 |
October Luncheon
Gavin Christensen |
| September 20, 2023 |
September Luncheon
|
| June 21, 2023 |
June Luncheon
Abigail Earthman |
| May 17, 2023 |
May Luncheon
Joshua Rogers |
| April 19, 2023 |
April Luncheon
Thomas J. Pauloski |
| March 15, 2023 |
March Luncheon
|
| February 15, 2023 |
February Luncheon
Bernstein's Wealth |
| January 18, 2023 |
January Luncheon
Jeff McClean |
| November 2, 2022 |
2022 Fall Institute
|
| October 19, 2022 |
October SLEPC Luncheon
|
| September 21, 2022 |
September SLEPC Luncheon
|
| June 15, 2022 |
June SLEPC Luncheon
|
| May 18, 2022 |
May SLEPC Luncheon
|
| April 20, 2022 |
April SLEPC Luncheon
|
| March 16, 2022 |
March SLEPC Luncheon
|
| February 16, 2022 |
February SLEPC Luncheon
|
| January 19, 2022 |
January SLEPC Luncheon
|
| November 17, 2021 |
November SLEPC Luncheon
|
| November 10, 2021 |
2021 Fall Institute
|
| April 21, 2021 |
April Meeting
|
| March 17, 2021 |
March Meeting
|
| February 17, 2021 |
February Meeting
|
| January 20, 2021 |
January Meeting
|
| November 18, 2020 |
2020 Virtual Fall Institute
|
| October 21, 2020 |
October Luncheon
|
| September 16, 2020 |
September Luncheon
|
| June 17, 2020 |
June Luncheon
|
| May 20, 2020 |
May Luncheon
|
| April 15, 2020 |
April Luncheon
|
| March 18, 2020 |
March Luncheon
|
| February 19, 2020 |
February Luncheon
|
| January 15, 2020 |
January Luncheon
|
| November 20, 2019 |
November Luncheon
Dustin Snyder |
| October 24, 2019 |
2019 Fall Institute
|
| September 18, 2019 |
September Luncheon
David York |
| June 19, 2019 |
June Luncheon
Jason Ware |
| May 15, 2019 |
May Luncheon
|
| April 24, 2019 |
April Luncheon
Jason Cain |
| March 20, 2019 |
March Luncheon
D. Jay Curtis, Esq. |
| February 20, 2019 |
February Luncheon- What Matters is Time in the Market, not timing in the Market.
Jason Ware |
| November 15, 2018 |
2018 Fall Institute
|
| October 17, 2018 |
October Luncheon-Blockchain Technology and It's Impact On Our Practices
|
| September 19, 2018 |
September Luncheon- Estate Planning for International Clients and Assets
|
| June 20, 2018 |
June Luncheon- Insurance in Estate Planning
|
| May 16, 2018 |
May Luncheon - Estate Planning for Blended Families
|
| April 18, 2018 |
April Luncheon - Understanding your Social Security Retirement Benefits
Devin Pope- Albion Financial Group |
| March 28, 2018 |
March Luncheon - Planning for the Increased Exemption Amount
Jeffrey McClean |
| February 21, 2018 |
February Luncheon
|
| January 17, 2018 |
January Luncheon
|
| November 2, 2017 |
2017 Fall Institute
Sam Donaldson |
| October 19, 2017 |
A Cinderella Slipper Estate Planning Strategy
John W. Homer |
| September 28, 2017 |
Myth Busters Takes on Charitable Estate Planning
Utah Planned Giving Roundtable |
| June 21, 2017 |
Utah Unitrust Act
Charles H. Livsey |
| May 17, 2017 |
When Estate Plans End Up in Court: Estate Planning Landmines to Avoid
Thomas B. Price |
| April 19, 2017 |
Innovative Solutions for Business Owners and Employees
Jerry Borrowman |
| March 15, 2017 |
Back to Basis-Top Ideas for Basis Tax Planning
David R. York-York Howell & Guymon |
| February 15, 2017 |
Utah Venture Capital and Private Equity Update for Estate Planners
Doug Wells- Albion Financial Group |
| January 18, 2017 |
Modern Uses of Partnerships in Estate Planning
Bruce Gulso, CPA, CVA |
| November 9, 2016 |
Fall Institute
|
| October 19, 2016 |
Trust Modification
Mike Garrett |
| September 21, 2016 |
Liquidity Event Planning: Maximizing Tax Efficiency for Business Owners
|
| June 22, 2016 |
Income Tax Planning
|
| May 18, 2016 |
Business Succession Planning
John Bird - Albion Financial |
| April 20, 2016 |
SLEPC Monthly Luncheon
Estate Planning for Retirement Benefits |
| March 16, 2016 |
SLEPC Monthly Luncheon - Power of Appointment Support Trusts
Bryan D. Austin |
| February 24, 2016 |
SLEPC Monthly Luncheon
TBD |
| January 20, 2016 |
SLEPC Monthly Luncheon
L. Matthew Egnew, CPA |
| November 18, 2015 |
Fall Institute
Keynote Speaker: Samuel Donaldson |
| September 16, 2015 |
September Luncheon
TBD |
| June 17, 2015 |
Representing Clients With Diminished Capacity
Cal Curtis |
| May 20, 2015 |
Charitable Planning with Complex Assets
Brent A. Andrewsen |
| April 22, 2015 |
April Luncheon
Steve Meads & Zak Nugent |
| March 18, 2015 |
The Preparation and Administration of Gun Trusts
Steven A. Tingey |
| February 11, 2015 |
The Utah Domestic Asset Protection Trust
Rust Tippett & Ken Margetts |
| January 21, 2015 |
Income Tax Planning for Trusts and Estates
James R. Beaudoin |
| November 6, 2014 |
Fall Institute 2014
Multiple |
| October 22, 2014 |
Estate Planning for Small Business Owners
Geoff Germane |
| September 17, 2014 |
Life Insurance in Estate Planning
Meg Muldoon |
| June 18, 2014 |
Charitable Trusts
Joseph R. Shaw |
| May 21, 2014 |
Captive Insurance Companies
Ken Avery |
| April 16, 2014 |
Estate Planning with Debt in a Low Interest Rate Environment
Bill Atha |
| March 19, 2014 |
Foreclosures: What's Hiding Under the Floorboards
Gerald Fralick |
| January 15, 2014 |
January Luncheon
TBD |
| November 7, 2013 |
Fall Institute
TBD |
| October 16, 2013 |
October Luncheon
Fraser Nelson |
| October 16, 2013 |
Luncheon
TBD |
| September 19, 2013 |
TBD
TBD |
| June 19, 2013 |
Luncheon
TBD |
| May 15, 2013 |
Luncheon
TBD |
| April 17, 2013 |
Exit Alternatives for Business Owners
Jay Edgington & Eric Jacobsmeyer |
| March 20, 2013 |
Luncheon - The American Taxpayer Relief Act of 2012
Mike Blackburn |
| February 20, 2013 |
Luncheon - Family Values - Wealth Preservation Part II
J. R. Knight - Family Wealth Advisors |
| January 16, 2013 |
Avoiding Disputes in Estate Settlements
Panel Discussion |
| November 28, 2012 |
November Luncheon
John Madsen |
| October 24, 2012 |
Salt Lake Estate Planning Council Fall Institute
|
| June 20, 2012 |
Choice of Entity Under the New Utah Limited Liability Company and Limited Partnership Acts
Robert S. Tippett and D. Evan Pack |
| May 16, 2012 |
Portability and Clawbacks: Tale of Two Code Sections
David E. Sloan, Esq |
| April 18, 2012 |
The Realities of Funding Succession Plans
John W. Homer, CLU |
| March 21, 2012 |
“Who’s in Charge? A Vital Discussion on Advance Care Planning & Advance Directives”
Brent Andrewsen, Esq |
| February 15, 2012 |
Charitable Lead Trust
Henry Whiffen |
| January 18, 2012 |
Luncheon - Valuation Discounts in Estate Planning
B. Ray Anderson |
|
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