2019-2020 Council Meetings
The Council meets at the Lafayette Park Hotel
on the third Wednesday of each month, September through May unless noted otherwise*. Members and their guests enjoy dinner and a relevant speaker in the field of Estate Planning. The meetings begin at 6pm with a 30 minute networking period followed by the general announcements and finally the presentation. Meetings typically end at 8pm.
Please click on the date below
to register for that meeting
September 18th, 2019
"Criminal Elder Abuse: Tips & Trends"
Presented by: Jill Lynn Henderson, Deputy District Attorney, Lead Attorney Elder and Dependent Abuse; Contra Costa County District Attorney Office
Sponsored by:

October 16th, 2019

"Updates from the County Assessor's Office"
Presented by: Gus Kramer; Contra Costa County Assessor's Offices
Sponsored by:

November 20th, 2019

"Estate and Gift Tax Returns and Audits"
Presented by: Keith Schiller, Esq.; Schiller Law Group
and Kyle Martin; IRS Group Manager, Estate and Gift Tax
Sponsored by:


January 9, 2020

*Annual Joint Event Hosted by TVEPC
"Essential and Cutting Edge Strategies in Special Needs Planning"
Presented by: Kevin Urbatsch, The Urbatsch Law Firm P.C. (Certified Specialist in Estate Planning, Trust and Probate Law)

January 15th, 2020
"Update on California Legislation"
Presented by: Rebecca Bauer-Kahan; Assemblymember, District 16
Sponsored by:

January 21, 2020 - 5:30pm to 7:30pm

*Annual Networking Party Hosted by EBEPC

11th Annual Networking Party

East Bay Community Foundation
353 Frank H. Ogawa Plaza, Plaza A Room
Oakland, CA 94612

February 19th, 2020
"What Estate Planners Need to know about the SECURE Act (Setting Every Community Up for Retirement Enhancement)"
Presented by: Mary Kay Ann Foss, CPA
Sponsored by: 

March 18th, 2020This meeting has been cancelled
"Advance Directives & POLST: Doing it Right"
Presented by: Russ D. Granich, M.D.; Palliative Care of the East Bay
Sponsored by: Dayna Wilson Real Estate Team @ Keller Williams Realty - - Dayna Wilson

Joint EPC Meeting *April 22nd*, 2020 This meeting has been cancelled
Check back soon for more details
Presented by: 

May 20th, 2020

"Tricky Trust Administration - Navigating Cryptocurrency, Trademarks and Marijuana Trust Assets"
Presented by: Robert Barton, Jamie Herren and Vivian M. Rivera; Holland & Knight LLP

Sponsored by: 
Zimmerman Wealth Advisory Group LLC - - Geoffrey Zimmerman


Get Directions To:
3287 Mount Diablo Boulevard
Lafayette CA 94549