PO Box 245, Walnut Creek, CA 94596
T: (925) 778-1165 | F: (925) 778-1163 | E: EPCDiabloValley@gmail.com
Wednesday, May 17, 2023
Presented by: Robert (Bob) D. Vale
&
Roxanne T. Jen
McDowall Cotter, APC
A SPECIAL THANKS OUR EVENT SPONSOR
Greg Finn, Vice President and Personal Trust Officer
650.548.3108
Greg.Finn@exchangebank.com | www.exchangebank.com
LIVE & IN PERSON
May 17, 2023
Lafayette Park Hotel
3287 Mount Diablo Boulevard, Lafayette, CA 94549
6:00pm- Networking & Appetizers
6:45pm- Welcome &
Announcements
7:00pm- Speaker Presentation
8:00pm - Meeting Close
Member Cost
$75
Joint EPC Council Member:
Guest Cost:
$90
Please note all reservations and cancellations MUST be made no
later than 2pm the Monday before the monthly meeting.
Refunds will not be granted to cancellations that are received
after May 15th at 12pm.
All cancellation requests need
to be made in writing to EPCDiabloValley@gmail.com
JOIN EPCDV TODAY!
RENEW YOUR MEMBERSHIP TODAY
BECOME A SPONSOR/PARTNER
Special Thanks to our Member Supporters
C. Joseph Doherty,
Gagen McCoy
Heather Hamilton
Fiduciary Accounting Services, LLC
Kirsten Howe, Esq.
Absolute Trust Counsel
Kyle Johnston
Bank of America Private Bank
Michael Low
Doyle Low LLP
Elizabeth Mintzer, CFP
Rainer Wealth Management
Stacie Nelson
Holland & Knight LLP
Withbert Payne
Insurance Review Services
Lisa Soloway
Soloway Fiduciaries, Inc
Tiffany Sutton-McFarland
Compass
Steven Way
Way Financial
Matt Weaver
Fremont Bank
This presentation will address the impact of Proposition 19 on California's property tax system and explore work-arounds for intergenerational transfers. Learning Objectives: 1. Participants will learn about the expansion of property tax benefits for those over 55, victims of natural disasters, and disabled individuals 2. Participants will learn about the contraction of exclusions available for intergenerational transfers 3. Participants will learn about post Proposition 19 options available for the avoidance of, or mitigation of, property tax reassessment with intergenerational transfers.
About Our Speakers:
Robert D. Vale - Bob's primary area of practice is wealth preservation, asset protection, trust and estate administration and working with families to transition real property from parents to children without assessment.
Roxanne T. Jen is a Certified Specialist in Estate Planning, Trust Administration and Probate. She holds a JD and MBA and has practiced law for over 13 years.
Learning Objectives:
Upcoming Events
CLICK HERE FOR MORE INFORMATION & TO REGISTER FOR ANY OF UPCOMING EVENTS
Estate Planning Council Diablo Valley | EPCDV.org
