2019-2020 Council Meetings
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.
Please click on the date below
to register for that meeting
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:


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

"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
Check back soon for more details
Presented by: 
Sponsored by:

Joint EPC Meeting *April 22nd*, 2020
Check back soon for more details
Presented by: 

May 20th, 2020

Check back soon for more details
Presented by: 

Sponsored by: 


Get Directions To:
3287 Mount Diablo Boulevard
Lafayette CA 94549