11/16/22 EPCDV General Meeting

  • Wednesday, November 16, 2022
  • 4:00 PM - 6:00 PM
  • ZOOM


  • Active Member of EPC Diablo Valley

Registration is closed

PO Box 245, Walnut Creek, CA 94596

T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com

November 16, 2022

“When Lear is Your Client.  Planning for Troublesome Heirs”

Presented by:

John A. Hartog

Hartog, Baer, Zabronsky & Verriere, APC

A Special Thanks to Our Event Sponsor

Kyle Johnston, Esq.

SVP Senior Trust Officer

Bank of America Private Bank

(925) 658-9770




November 16, 2022

4:00pm- Networking

4:25pm- Welcome &


4:45pm- Speaker Presentation

6:00pm - Meeting Close

Member Cost:


Guest Cost:


Please note all reservations MUST be made no

later than 2pm the day of the monthly meeting.

Refunds will not be granted to cancellations that are received

after November 14th at 2pm.

All cancellation requests need

to be made in writing to EPCDiabloValley@gmail.com


Special Thanks to Our

Member Supporters

Kirsten Howe, Esq. 

Absolute Trust Counsel

Heather Hamilton

Fiduciary Accounting Services, LLC

Michael Low

Doyle Low LLP


Kyle Johnston, Esq.

Bank of America Private Bank

Elizabeth Mintzer, CFP®

Rainer Wealth Management

Stacie Nelson, Esq.

Holland and Knight

Lisa Soloway

Soloway Fiduciaries, Inc.

Steve Way, CLU®, ChFC®

Way Financial

Bert Payne, CPA, CGMA

Insurance Review Services

Presentation Summary:

When an estate plan provides for unequal distributions, the settlor has a blended family, a caregiver will receive a substantial gift, one or more children are disinherited, or the plan otherwise gives rise to a legitimate fear of future litigation, the estate planner may take advance measures to deter disgruntled beneficiaries from bringing a contest or to prevent the estate plan from being invalidated.

Estate planning for families who own businesses and other significant assets often exposes difficulties rooted in the family’s internal dynamics and psychological issues. The very act of estate planning may upset the balance that a family has developed over decades to keep their business functioning. Strong emotions, often suppressed for a lifetime, may emerge when testators contemplate their legacies or beneficiaries contemplate their futures. Death and grief can release suppressed emotions that fuel legal actions by survivors, which in turn can erode the value of the business.

A variety of techniques exist to draft testamentary instruments to inhibit contests, to encourage good behavior or to discourage bad behavior. Careful use of attorney's fees provisions and a thorough understanding of the relevant statutes are integral to successful 

About Our Speaker:

John A. Hartog is a Certified Specialist both in Estate Planning, Trust and Probate Law, and in Taxation Law. He is a fellow of the American College of Trust and Estate Counsel. He has been regularly selected to the Super Lawyers® Top 100 and Top Ten and The Best Lawyers in America. Mr. Hartog is the lead editor for the Matthew Bender publication California Trust Litigation; a co-author of California Trust Practice; and the lead consulting editor and a co-author for the multi-volume treatise California Wills & Trusts; he is also a legal consultant to the California Wills and Trusts document assembly program.

Learning Objectives

  1. Sensitivity to family emotional issues
  2. Anticipating future problems beyond financial and tax considerations 
  3. Discussion of thoughtful techniques designed to avoid creating problems.

Estate Planning Council Diablo Valley | EPCDV.org

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