Estates and Trusts
San Diego - East County Chapter In-Person Meeting

Date/Time:

Tuesday, October 6, 2026
5:30 PM to 8:00 PM

Location:

Pacific Southwest Association of Realtors El Cajon #100
1150 Broadway
El Cajon, CA 92021

Topic:

We will focus on Estates and Trusts. What are the key points we should be aware of. Examples and stories of what can go wrong.

Presenter(s):

Brian M. Malloy, ESQ.
Brian M. Malloy is Of Counsel with RJS LAW and chair of its trusts and estates practice group. Over the course of his career, Brian M Malloy has developed a well-rounded breadth of experience in trusts and estates, corporate and real estate transactions, and general business matters. He counsels families, business owners, and successful individuals in all areas of estate planning. His practice focuses on sophisticated family wealth and transfer tax planning, asset protection, complex trust and probate administrations, business succession planning, fiduciary representation, charitable planned giving, and nonprofit tax-exempt organizations representation.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02328-26-I
CTEC: 1000-CE-05826

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by September 28, 2026 at midnight
Registration Fee (Member): $60
Registration Fee (Non-Member): $90

Cost if registered after September 28, 2026 at midnight
Registration Fee (Member): $70
Registration Fee (Non-Member): $100

Cancellation and Refund Policy
Written cancellations will be accepted until October 1st for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.