2020-2021 Council Meetings
The Council usually meets at the Lafayette Park Hotel
on the third Wednesday of each month, September through May unless noted otherwise*. Members and their guests would enjoy dinner and a relevant speaker in the field of Estate Planning. The meetings begin at 4pm with a 30 minute networking period followed by the general announcements and finally the presentation. Meetings typically end at 6pm.

In order to provide quality programming and secure quality speakers, the Council has decided to host Zoom meetings until further notice. Please note the time and date of each meeting is subject to change.
Please click on the date below
to register for that meeting
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 

March 17th, 2021
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


"Marketing During Challenging Times"
Presented by: Susan Danzig, Certified Business Development Coach
Susan Danzig, LLC

Sponsored by: Dayna Wilson Real Estate Team @ Keller Williams Realty- - Dayna Wilson


May 19th, 2021

"Residency and Situs: What Individuals and Trustees Should Consider"
Presented by: S. Victoria Kahn, JD, LLM, TEP, Executive Vice President
Nevada Regional Manager; Whittier Trust
Sponsored by:


June, 2021

Check back soon for more details


NO MEETINGS JULY & AUGUST

Get Directions To:
3287 Mount Diablo Boulevard
Lafayette CA 94549
USA