The Council meets at the Lafayette Park Hotel on the third Wednesday of each month, September through May, and a social event held different places in June. 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.
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Please click on the date below
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September 19th, 2018
October 17th, 2018
"Proper Handling of Firearms in Trusts and Estates"
Presented by: Joseph F. Fenton, Esq.; Campbell Green, LLP
November 28th, 2018*
"Anticipating and Addressing the Dilemna Posed by a "Fading" Trustee, or At Least Trying"
Presented by: David W. Baer; Hartog, Baer & Hand. A Professional Corporation
Click Here for the presentation slides
NO DECEMBER MEETING
January 10th, 2019
*Annual Joint Event Hosted by TVEPC
"How to Avoid Becoming an Involuntary Participant in Your Client’s Marital Dissolution"
Presented by: John A. Hartog, Principal; Hartog, Baer & Hand, APC
January 24th, 2019
*Annual Networking Party Hosted by EBEPC
10th Annual Networking Party
Bring Business Cards For Networking & Many Fabulous Door Prizes
Drawings are at 6:00pm and 7:00pm
February 20th, 2019
2019 Economic and Market Update
Presented by: Michael Yoshikami, Ph.D., CFP®; Destination Wealth Management
Joint EPC Meeting April 17th, 2019
"Planning Until Sunset: Gift, Estate, GST and Income Tax Planning Strategies Following the 2017 Tax Act"
Presented by: Mark T. Weaver, Esq., Partner; Farella Braun + Martel LLP, San Francisco
May 15th, 2019
TBD
NO MEETINGS JULY & AUGUST
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