2021-2022 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.

ZOOM Schedule

4:00pm- Networking

4:25pm- Welcome/Announcements and Message from the Sponsor and Attendee Introductions

4:45pm- Speaker Presentation

6:00pm- Meeting Close


IN PERSON Schedule

6:00pm- Networking

6:30pm- Dinner, Welcome/Announcements and Message from the Sponsor & Attendee Introductions

7:00pm Speaker Presentation

8:00pm- Meeting Close

Please click on the date below
to register for that meeting
***September 22nd, 2021 - LIVE
"Post-Proposition 19 Property Tax Planning"
Presented by: Paula Leibovitz Goodwin and Caitlin Carey; Perkins Coie
Sponsored by: 

October 20th, 2021 - LIVE

"Cancer & Your Clients: Increasing Your Understanding of the Impact of a Cancer Diagnosis on Your Clients"
Presented by: Rob Tufel, MSW, MPH
, Chief Executive Officer

Sponsored by: 

November 17th, 2021 - ZOOM

"2021 Proposed Wealth Transfer Tax Changes"
Presented by: Vern Adkins, Associate Attorney and Martin Behn, Associate Attorney; Hopkins & Carley
Sponsored by: 


January 19th, 2022 - HYBRID

"Using Technology to Solve Disputed Documents in Probate, Trust, and Financial Elder Abuse Cases"
Presented by:
M. Patricia Fisher, M.J., Diplomate; Board of Forensic Document Examiners

Sponsored by:


February 16th, 2022 - HYBRID

"Cryptocurrency: Opportunity or Problem?"
Presented by:
 Stephen G. Andrews, President & CEO; Western Bankers Association

Sponsored by:

March 16th, 2022 - LIVE
"How the UPIA Protects the Fiduciary and Beneficiary"

Presented by: Jonna M. Thomas, J.D., LL.M. - State Bar Certified Specialist Estate Planning, Trust and Probate Law – Vice President Lead Trust Advisor East Bay Region; Wells Fargo Bank
& Tracy S. Regli, J.D. - Founding partner; Acuna-Regli
& Patty Johnson, CFA – Senior Investment Strategist; Wells Fargo Private Bank

Sponsored by:

Joint EPC Meeting April 20th, 2022 - ZOOM
"Charitable Remainder Trusts: Protect the Value of Appreciated Assets"

Presented by: Kit Mac Nee, CFP®, CSPG®, CRPC®, AEP®

Sponsored by: Bank of America Private Bank - - Kyle Johnston, SVP

May 18th, 2022 - HYBRID

"JPMorgan Guide to the Markets – Rising Rates/Inflation – Effects on a Traditional Investment Portfolio and How to Mitigate Such Risks"
Presented by: 
Patrick Shannon Sr, CIMA, RMA; Wells Fargo Advisors
Patrick Shannon Jr; Wells Fargo Advisors

Charles Peloquin, CAIA, CIMA; J.P. Morgan Asset Management

Sponsored by: JPMorgan - - Charles Peloquin


Get Directions To:
3287 Mount Diablo Boulevard
Lafayette CA 94549