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Thursday, September 4, 2025

A Judge's Perspective of Estate Issues

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Southern Utah Estate Planning Council

SOUTHERN UTAH ESTATE PLANNING COUNCIL
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Sponsors


Lori Baum Financial Advisor

Loriana De Crescenzo, CFRE, Director of Development - Southwest

Matthew D. Ekins, Attorney

Matthew Hafen & Lyle Drake, Attorneys

Russell S. Mitchell, Attorney

Other Sponsors


Jeff Monson, CFP®, ChFC, CLU Sr. Financial Advisor & Anthony Morris, MBA, Sr. Financial Advisor

Please contact us to list your company on our Sponsors page.

UPCOMING EVENTS

September 4, 2025

A Judge's Perspective of Estate Issues

Judge James L. Shumate

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National Association of Estate Planners & Councils
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