Clarkston Capital

January Program Meeting

Date: Monday, January 27, 2025
Time: 5:00pm - 7:30pm
Location: Ballet Arizona, 2835 E. Washington Street, Phoenix, AZ 85024
Speaker: David A. Diamond

Add to My Outlook Calendar

Add to My Google Calendar

Thank you to our sponsor!

 

Topic: Just Because You Can, Doesn't Always Mean You Should: Directed Trusts, Trust Modifications, and Silent Trusts - a discussion on how trust laws have been modernized, including directed trusts, trust modifications, and silent trusts. 

Speaker: David A. Diamond

 

RSVP must be received by 12:00 p.m. on Wednesday, January 22, 2025. Registration will close at this time.


Submitting an RSVP for this event implies your agreement to the following COVID-19 policy.


Dinner Menu

SALAD

ENTREE

 

DESSERT

 


Schedule

  • 5:00 p.m. Happy Hour, Tours of Ballet Arizona
  • 5:45 p.m. Dinner
  • 6:15 p.m. Ballet Arizona Performance
  • 6:30 p.m. Program
  • 7:30 p.m. Program Concludes

Thank you to our sponsor!

Attendees understand and agree that their contact information may be shared with the event sponsor(s).


EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.


Attending without a reservation? Please read this.

 

Register Now

See Upcoming Event Calendar