Welcome to the Estate Planning Council of Diablo Valley

The Estate Planning Council of Diablo Valley was founded over 50 years ago with over 60 members and a vision. Our mission is to provide opportunities for the practitioners of multiple disciplines to meet for education designed to improve the level of proficiency regarding estate planning, as well as to foster relationships. 

The Council meets on the third Wednesday of each month, September through May unless otherwise indicated. Members and their guests enjoy dinner and a relevant speaker in the field of Estate Planning.

Featured Member

Our Sponsors

Upcoming Events

Special Thanks to our Member Supporters


C. Joseph Doherty, Esq.

Gagen McCoy


Robert Gewecke, CFP®
BMO Private Wealth


Heather Hamilton
 
Fiduciary Accounting Services, LLC


Kirsten Howe, Esq. 

Absolute Trust Counsel


Kyle Johnston, Esq.

Bank of America Private Bank


Art Lotti

Custom Moving & Hauling


Ron Melvin
Keller Willliams Realty


Elizabeth Mintzer, CFP®

Rainer Wealth Management


Stacie Nelson, Esq.

Holland and Knight


Lawrence Olin, CFP®
The Olin Financial Group


Frank Paré, CFP®, ChSNC®
PF Wealth Management


Withbert Payne, CA, CGMA, FCA (England & Wales)
Insurance Review Services


Lisa Soloway, CLPF
 
Soloway Fiduciaries, Inc. 


Michael Strohl, CFP®

Open Advisors


Karen Sugihara, J.D.

BNY Mellon


Tiffany Sutton

Compass


Steve Way, CLU®, ChFC®

Way Financial


Matt Weaver, CFA

Fremont Bank


Christina Weed, Esq., LL.M. (Taxation)

Weed Law Group, PC


Will Wollesen, Esq.

 Hall Law Group LLP 

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