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:
NO DECEMBER MEETING
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
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
NO MEETINGS JULY & AUGUST
|
