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Welcome to the web site of the Estate Planning and Trust Council of Long Beach (EP&TCLB).

EP&TCLB was organized for the purpose of promoting cooperation and sharing of knowledge among attorneys, CPA's, financial planners, trust officers, and insurance advisors who are active in the field of estate planning or trusts. Membership is also open to other financial services professionals who take an active role in estate planning on behalf of their clients. All members are required to have at least five years experience in their profession. (You may qualify for an Associate Membership if you have less than five years experience - please be sure to check the appropriate area on the membership application.)

MEETING NOTICE

DATE:

Thursday, March 18, 2010

 

TIME:

11:30 am – 12:00pm lunch

12:-00 – 1:00pm speaker's presentation

PLACE:

Petroleum Club of Long Beach

3636 Linden Avenue Long Beach

 

SPEAKER:

Judge Roy Paul, LA Superior Court

 

 
TOPIC:

"TBD"


 

 

Judge Roy Paul

 

Psych Degree, University of Southern California

J.D. Degree, Western State University , San Diego

Retired, Lieutenant Commander , U.S. Naval Reserve

Mayor and City Councilman, City of Bell Gardens

Mayor and City Councilman, City of Downey

1991-1994 Municipal Court Commission, Downey Municipal Court

1994-2000 Judge of Municipal Court

2000 to Present Judge, Los Angeles Superior Court

Assignments included Criminal, Civil Probate and Family Law

Eagle Scout, Boy Scouts of America


This activity has been approved for 1 hour of MCLE credit by the State Bar of California and the Long Beach Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations for the State Bar governing minimum continuing legal education.

 

Please join us on Thursday, March 18, 2010 for this informative topic. The lunch fee for Non-Members is $35.00 . All Guests must sign in at the table at the entrance to the meeting room and leave a business card. RSVP's are not required .

 

 

MARK YOUR CALENDARS    

April 15, 2010 Speaker: Ben Duncan Topic: IRS Update

May 20, 2010 Speaker: Chris McConnell Topic: TBD

June 17, 2010 Speaker: Members Round Table Topic: TBD

July 15, 2010 Speaker: Dan Walker, F&M Bank Topic: Banking Update