September 16th, 2020
"The Trustee’s Tale: What Individual and Corporate Fiduciaries Wish Advisors Would Consider and Discuss with Clients"
Presented by:
Karen Sugihara, Senior Vice President, and Senior Regional Fiduciary Manager
Elena V. Toulios, Senior Vice President, and Senior Estate Advisory Specialist
Brett D. Mulberg, Vice President, and Senior Estate Advisory Specialist
Michael Gerson, Senior Vice President, and Senior Wealth Planning Strategist
Wells Fargo Private Bank
October 21st, 2020
"Handling Disputes to Fiduciary Accountings"
Presented by: David Little and Ryan Szczepanik
Hartog, Baer & Hand
Sponsored by: Fiduciary Accounting Services, LLC - - Heather Hamilton
November 18th, 2020
"Advance Directives and POLST, what you need to know…and do."
Presented by: Russ Granich, MD; Hospice of the East Bay and Palliative Care of the East Bay
NO DECEMBER MEETING
February 17th, 2021
"Spotlight on Professional Responsibility & Technology During Covid-19: What Every Legal Team Needs to Know"
Presented by: Nicole Clark and Michael Swarz; Trellis Research
Private Foundations & Donor-Advised Funds: Helping Clients Choose the Right Charitable Vehicle" and "Timely Updates on Private Foundations"
Presented by: Jeffrey Haskell, J.D., LL.M., Chief Legal Officer and Kevin Perregaux, Director of Business Development; Foundation Source
Joint EPC Meeting *April*, 2021
Check back soon for more details
Presented by:
