Past Meetings

September 18th, 2013

"It's a Whole New World: Planning for Same-Sex Couples after the Demise of DOMA" 
Presented by 
Susan von Herrmann, Partner at 
Schiff Hardin LLP


October 16th, 2013

"Advanced Estate Planning in a Volatile 
Environment: Issues and Options"

Presented by William P. Fuller Partner at Hanson Bridgett

November 20th, 2013

"The ABC’s of Modifying Existing Estate Plans in a Post-ATRA Environment"
Presented by Timothy Smallsreed, Partner at 
Wendel, Rosen, Black & Dean LLP


January 15th, 2014
"The Collapsing Policy and Other Insurance Disasters: How to Cope in a Changing Environment"
Presented by Frank R. Acuña, partner of Acuña, Regli & Klein, LLP

February 15th, 2014

"Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy"
Presented By Justin Miller, J.D., LL.M., CFP®, National Wealth Strategist

March 19th, 2014
"The Importance of Clinically Focused Advanced Directives"
Presented By Sara Stephens, RN, Director of Clinical Care at Good Medicine
Click Here to view the presentation

Joint EPC Meeting April 16th, 2014
"Succession Planning for the Small Professional 
Services Firm"
Moderator: Norman Boone MBA, CFP®
Panelists: Timothy Kochis, CFP® and CEO of Kochis Global
Bill Mandel Esq, Fox Rothschild LLP
Jeff Stegner, CPA – ABV, CVA Armanino LLP

May 21st, 2014

"Copyright Recapture: Advising on the Forgotten Asset"
Presented By Dawn Newton, Partner at Donahue Fitzgerald, LLP

June 17th, 2014

Come out and catch some fun on June 17th, 2014 at the Oakland O.Co Coliseum to see the Oakland A's take on the Texas Rangers for 9 innings of fun and excitement.

5:45pm Doors Open

6:00pm Pre-Game Buffet
Located at the Westside Club Bay

7:05pm Game On-First Pitch
Seats Located at Plaza Infield

September 17th, 2014
"Through the Economic and Financial Markets Wormhole" 
Presented by Brian PrettiCapital Planning Advisors

October 15th, 2014

"The New Biology: What do Estate Planners Need to Know About Assisted Reproduction"
Presented by David Horton and Lisa C. Ikemoto, 
Law Professors, UC Davis

Click Here for David's Slides

Click Here for Lisa's Slides

November 19th, 2014

"How To Avoid Needlessly Exposing Your Client’s Assets To Creditors In an Estate Plan"

Presented by Mark Bostick, Partner, 
Wendel, Rosen, Black & Dean


January 8th, 2015

Annual Joint Council Meeting Hosted by TVEPC
"The Future of Trusts, Wills & Estate Planning: Predictions from Futurist Jonathan G. Blattmachr that May Impact Your Clients' Income, Wealth and Lifestyle"
Presented by: Jonathan Blattmachr, JD, Principal,
Pioneer Wealth Partners, LLC

January 21st, 2015
"The 4 Pillars of Marketing Success for Estate Planning Professionals"
Presented By: Carolyn HigginsFortune Marketing 

February 18th, 2015
"Assessing Diminished Capacity and Susceptibility to Undue Influence: Evaluation Tools and Interview Techniques"
Presented By: Virginia PalmerWendel Rosen Dr. Vivian Clayton, Licensed clinical psychologist specializing in geriatric neurpsychology.

Click Here for Presentation Slides

Evaluation Tools 
and Interview Techniques”
“Assessing Diminished Capacity and
Susceptibility to Undue 
Influence:  Evaluation Tools 
and Interview Techniques”
“Assessing Diminished Capacity and
Susceptibility to Undue 
Influence:  Evaluation Tools 
and Interview Techniques”

“Assessing Diminished Capacity and
Susceptibility to Undue 
Influence:  Evaluation Tools 
and Interview Techniqu
March 18th, 2015
"Life Insurance as an Un-discovered Asset Class"
Presented By: Dick M. Weber, MBA, CLU, AEPThe Ethical Edge.
Click Here for the Meeting Outline

Joint EPC Meeting April 22nd, 2015
"Trust Protectors in Estate and Special Needs Planning"
Presented By: Mercy HallMyers Urbatsch.

May 20th, 2015

"Developments in Property Tax and Its Impact on Estate Planning"
Presented By: Kristin Pace, Esq.Donahue Fitzgerald LLP.

June 17th, 2015
Come join us from 6pm to 8pm for a special evening of socializing at the Corners Tavern and be amazed by the unique talents of Alvin Lui. We will serve heavy passed hors d'oeuvres and soft drinks. Beer, wine and mixed drinks will be available for purchase. Space is limited, so please sign up early!

September 16th, 2015
"Maximizing Your Social Security Benefits"
Presented by Susan Mazzetti, CRPC®; Financial Advisor,The Barry & Milligan Group of Merrill Lynch

October 28th, 2015

"Optimal Use of Recent Developments with Estate Planning"
Presented by Keith Schiller, Esq., The Schiller Law Group

November 18th, 2015

"Foreign Citizen/Resident Tax Rules and Regulations"
Presented by Leonard Conniff, CPA; 
Conniff Accountancy Corporation


January 7th, 2016

Annual Joint Council Meeting Hosted by TVEPC
"Recent Developments in Estate and Gift Tax"
Presented by: 
Kyle C. Martin, Supervisory Attorney (Estate Tax), Internal Revenue Service

January 20th, 2016

"Which is More Important in 2015 and Beyond: Reducing Estate Taxes or Reducing Income Taxes or Both?"
Presented by: Walt Tchirkine, CPA; RINA  Accountancy Corp.

February 17th, 2016

"Estate Planning with Retirement Assets: How Trusteed IRAs May Help"
Presented by: 
Kelly Milligan, Senior Vice President, Wealth Management Advisor, Merrill Lynch

March 16th, 2016
"The Future of Valuation Discounts"
Presented by: Espen Robak, CFA, President; Pluris Valuation Advisors

Joint EPC Meeting April 20th, 2016
"Recent Developments in Planning for Persons with Special Needs: Using Trusts and ABLE Accounts"
Presented by: Kevin Urbatsch, J.D., Principal; The Urbatsch Law Firm

May 18th, 2016

"Hidden Land Mines: The Case for Integrating Family Dynamics Into the Planning Process"
Presented by: Richard M. Del Monte, CWC, CFP®; Del Monte Group

Lafayette Veterans Memorial Building
3780 Mt. Diablo Blvd.
Lafayette, CA 94549
6pm to 8pm

Lafayette Veterans Memorial Building
3780 Mt. Diablo Blvd.
Lafayette, CA 94549
6pm to 8pm

Lafayette Veterans Memorial Building
3780 Mt. Diablo Blvd.
Lafayette, CA 94549
6pm to 8pm
June 15th, 2016 
Join Us June 15th for the Annual June Social at the Lafayette Veterans Memorial Building with Complimentary Wine, Beer & Heavy Appetizers Featuring Pete Crooks

Lafayette Veterans Memorial Building
3780 Mt. Diablo Blvd.
Lafayette, CA 94549
6pm to 8pm
Lafayette Veterans Memorial Building
3780 Mt. Diablo Blvd.
Lafayette, CA 94549
6pm to 8pm


September 21st, 2016
"Offshore Asset Protection Trusts"
Presented by: Neal Rubin, MBA; International Custody & Asset Protection Solutions for City National Rochdale Professionals and Jeffrey M. Verdon, Esq.; Jeffrey M. Verdon Law group, LLP
Click Here to download the presentation
Click Here to download the meeting hand out

October 19th, 2016

"ILITs-Crummey and Defective Means. . .Fantastic!"

Presented by: Robert E. Burton, LLB, CLU, ChFC, AEP; Burton Insurance Services

November 16th, 2016

“Markets’ State of the Union: Update and Current Trends"

Presented by: Dean A. Mioli, CPA/PFS, CIMA, CFP, CLU; Director of Investment Planning at SEI based in Philadelphia


January 5th, 2017

Annual Joint Council Meeting Hosted by TVEPC

"Investment Concerns for Estate Planning Professionals and Their Aging Clients"
Presented by: Timothy F. McCarthy, Author of the Safe Investor: How to Make Your Money Grow in a Volatile Global Economy

January 18th, 2017
"Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries"
Presented by: Margaret M. Hand, Certified Specialist in Estate Planning, Trust and Probate Law; Principal Hartog, Baer, Hand

February 15th, 2017
"Enough About Avoiding Probate…, Let’s Avoid Probate Litigation!"
Presented by Hon. Marshall Whitley (Ret.), Mediator and Arbitrator, ADR Services, Inc.; Professor and Director of the LL.M. Programs in Taxation Law and Estate Planning, Trust and Probate Law at Golden Gate University School of Law, San Francisco.

March 15th, 2017
"Undue Influence Through the Eyes of the Victimizer"
Presented by Dr. Glenn Hammel, expert witness who holds a doctorate degree in Clinical Psychology with Post-Doctoral Fellowship training in Neuropsychology.
This Month's Sponsor

Dayna Wilson - Realtor®, SRES®, CSHP®
Keller Williams Realty - East Bay BRE# 01781285
(925) 788-6582

Joint EPC Meeting April 19th, 2017
“Extended Healthcare – Why Not Knowing What You Don’t Know Can Be Catastrophic: an Analysis and Exploration of How to Plan”
Presented by Evan Loevner, MBA, MPH; CEO Aviva In-Home Care 

Colt Stander, MBA; Founder and CEO of Coach & Helper

This Month's Meeting Sponsor

Patti Barsotti, CFP®, CWS®
Mechanics Bank
(925) 256-3097

May 17th, 2017

“Planning Amid Pending Tax Reform:  Review of Federal and California Estate Tax Proposals, and Strategies for Advising Clients”

Presented by Mark T. Weaver, Esq., Partner; Farella Braun + Martel LLP San Francisco

3780 Mt. Diablo Blvd.
Lafayette, CA 94549
6pm to 8pm
This Month's Sponsor

Michael Strohl
Sagemark Consulting

Michael Strohl
3000 Executive Parkway Suite 400
PO Box 5154
San Ramon, CA 94583

June 2017
No Meeting scheduled for June

September 20th, 2017
"Elder Financial Abuse: How to Spot it, What to do About It"
Presented by: David G. Knitter, J.D.; Knitter & Knitter

October 18th, 2017

“Help Grieving Clients Overcome the Implementation Impasse”

Presented by: Gary P. Gardner, CFP, CeFT; Life Wealth Advisors, Inc.

Sponsored by: Elisabeth Andreason - - Morgan Stanley

November 15th, 2017

“Special Needs Planning”
Presented by: 

Jon Elfin, MBA, CRPC; Sagemark Consulting
Herb Thomas, Private Professional Fiduciary; Herb Thomas and Associates
Sponsored by: Greg Finn - - Fremont Bank

Heb Thomas, Private Professional Fiduciary; Herb Thomas and Associates
Herb Thomas, Private Professional Fiduciary; Herb Thomas and Associates


January 11, 2018 6:00pm to 8:00pm

*Annual Joint Event Hosted by TVEPC
"Recent Developments in Estate and Gift Tax"
Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax); Internal Revenue Service

January 22, 2018 5:30pm to 7:30pm

*Annual Networking Party Hosted by EBEPC
Join Us For Great Company, Refreshments and Hors D’ Oeuvres
Bring Business Cards For Networking & Many Fabulous Door Prizes Drawings at 6:00pm and 7:00pm

February 21st, 2018
“Update on H.R. 1 The Tax Cuts and Jobs Act”
Presented by: Ray Evans, CPA; RINA Accountancy Corporation

March 21st, 2018
“Top 5 Business Succession Surprises”
Presented by:
John O’Dea, CLU, CExP; Summit Financial Group, LLC

Joint EPC Meeting April 25th, 2018
“Common U.S. International Tax Issues for Individuals”
Presented by: Jenny C. Lin, J.D., LL.M.; Lin Tax Law
Sponsored by: Dayna Wilson - - Dayna Wilson Real Estate

May 16th, 2018

"The California End of Life Option Act: Compassionate Death or Assisted Suicide?"
Presented by: Craig L. Judson, Esq.; Bold, Polisner, Maddow, Nelson & Judson, APC
Sponsored by: Francesca Vogel - - Home Care Assistance

etails Com


September 19th, 2018
Update from Sacramento
Presented by: Assemblywoman Catharine Baker
Sponsored by: Union Bank - - Darrell Claridge

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


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

March 20th, 2019
"Risks and Opportunities in Concentrated Wealth: Managing For Optimal Results"
Presented by: Tim Kochis CFP®, CEO; Kochis Global
Sponsored by: East Bay Regional Park District - - Juliana Schirmer

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

"A Discussion with the Honorable Judge John H. Sugiyama"
Presented by: 
Honorable Judge John H. Sugiyama and Joseph M. Morrill, Esq.; Morrill Law: Trust and Estate Litigation
Sponsored by: Presidio Bank - - Richard Tong

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
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"
Presented by: Russ D. Granich, M.D.; Palliative Care of the East Bay
Sponsored by: Dayna Wilson Real Estate Team @ Keller Williams Realty - - Dayna Wilson
Joint EPC Meeting *April 22nd*, 2020 This meeting has been cancelled
Check back soon for more details
Presented by: 

May 20th, 2020

"Tricky Trust Administration - Navigating Cryptocurrency, Trademarks and Marijuana Trust Assets"
Presented by: Robert Barton, Jamie Herren and Vivian M. Rivera; Holland & Knight LLP

Sponsored by: 
Zimmerman Wealth Advisory Group LLC - - Geoffrey Zimmerman

June 17th, 2020

"2020, First the SECURE ACT and Now the CARES ACT, How These Two New Laws Affect Your Retirement Account"
Presented by: Sarah Brenner, JD; Ed Slott and Company, LLC


September 16th, 2020
"The Trustee’s Tale: What Individual and Corporate Fiduciaries Wish Advisors Would Consider and Discuss with Clients"
Presented by:
Karen Sugihara, Senior Vice President, and Senior Regional Fiduciary Manager

Elena V. Toulios, Senior Vice President, and Senior Estate Advisory Specialist
Brett D. Mulberg, Vice President, and Senior Estate Advisory Specialist
Michael Gerson, Senior Vice President, and Senior Wealth Planning Strategist
Wells Fargo Private Bank

October 21st, 2020

"Handling Disputes to Fiduciary Accountings"
Presented by:
 David Little and Ryan Szczepanik
Hartog, Baer & Hand
Sponsored by: Fiduciary Accounting Services, LLC - - Heather Hamilton

November 18th, 2020

"Advance Directives and POLST, what you need to know…and do."
Presented by: Russ Granich, MD
Hospice of the East Bay and Palliative Care of the East Bay
Sponsored by: Bank of America - Private Bank - - Kyle Johnston


February 17th, 2021
"Spotlight on Professional Responsibility & Technology During Covid-19: What Every Legal Team Needs to Know"
Presented by: Nicole Clark and Michael Swarz
Trellis Research 

March 17th, 2021
Private Foundations & Donor-Advised Funds: Helping Clients Choose the Right Charitable Vehicle" and "Timely Updates on Private Foundations"
Presented by: Jeffrey Haskell, J.D., LL.M., Chief Legal Officer
and Kevin Perregaux, Director of Business Development
Foundation Source

Joint EPC Meeting April 21, 2021
"Marketing During Challenging Times"
Presented by: Susan Danzig, Certified Business Development Coach
Susan Danzig, LLC

Sponsored by: Dayna Wilson Real Estate Team @ Keller Williams Realty- - Dayna Wilson

May 19th, 2021

"Residency and Situs: What Individuals and Trustees Should Consider"
Presented by: S. Victoria Kahn, JD, LLM, TEP, Executive Vice President
Nevada Regional Manager; Whittier Trust
Sponsored by: Whittier Trust - - Craig Ayers

June, 2021

Check back soon for more details