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.
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Please click on the date below
to register for that meeting
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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:
NO DECEMBER MEETING
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, 2020 - This meeting has been cancelled "Advance Directives & POLST: Doing it Right"
Joint EPC Meeting *April 22nd*, 2020 - This meeting has been cancelled Check back soon for more details
Presented by:
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