PO Box 245, Walnut Creek, CA 94596
T: (925) 778-1165 | F: (925) 778-1163 | E: EPCDiabloValley@gmail.com
Wednesday, February 21, 2024
Presented by:
Ryan Szczepanik
Senior Wealth Strategist, BNY Mellon Wealth Management
A SPECIAL THANKS TO OUR EVENT SPONSOR
Will Wollesen, Esq., Partner
Hall Law Group LLP
4733 Chabot Drive, Suite 203
Pleasanton, CA 94588
925.460.0711
will@hlg-llp.com
NEW LOCATION
THE GARDEN
1719 Bonanza St,
Walnut Creek, CA
Nearest parking garage is the North Locust St. Parking Garage at 1625 Locust St.
5:30pm
Networking &
Reception
6:30pm
Buffet Dinner
6:45pm
Welcome &
Announcements
7:00pm
Speaker Presentation
8:00pm
Meeting Close
Please note all reservations
& cancellations MUST be
made no later than 2pm
the Monday before
the monthly meeting.
Refunds will not be
granted to cancellations
that are received thereafter.
All cancellation requests need to be made in writing to
EPCDiabloValley@gmail.com
$90
Guest Cost:
$110
JOIN EPCDV TODAY!
RENEW YOUR MEMBERSHIP TODAY
BECOME A SPONSOR/PARTNER
Presentation Summary:
Ryan Szczepanik is a Senior Wealth Strategist at BNY Mellon Wealth Management. He previously practiced trust litigation for several years. Ryan will provide tips and pitfalls to avoid when constructing a client’s estate plan, with an eye toward minimizing the likelihood that interested persons will challenge or the court will depart from the client’s intentions.
Learning Objectives:
The most common “problem areas” of an estate plan that give rise to disputes.
Drafting tips that will decrease the likelihood that an estate plan will end up in litigation or harm the grantor’s intent.
Drafting tips that promote family governance and wealth transfer.
About Our Speaker:
Ryan Szczepanik is a Senior Wealth Strategist with BNY Mellon Wealth Management. In this role, he works closely with wealthy families, key corporate executives, business owners, and their advisors to provide comprehensive trusts, estates, and tax planning services. Ryan is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. He is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). Before joining BNY Mellon, Ryan was a Shareholder at the Bay Area trusts and estates law firm Hartog, Baer & Hand, A.P.C., and prior to that, he handled complex trust, estate, and corporate matters as an attorney at King & Spalding. He received a B.A. from Amherst College and a J.D. from Emory Law School.
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 Williams Realty
Stacie Nelson, Esq. Holland and Knight
Lawrence Olin, CFP®, The Olin Financial Group
Bert Payne, CPA, FCA, CGMA Insurance Review Services
Lisa Soloway, CLPF Soloway Fiduciaries, Inc.
Compass
Michael Strohl, CFP®
Open Advisors
Steve Way, CLU®, ChFC®
Way Financial
Matt Weaver, CFA
Fremont Bank
Christina Weed, Esq., LL.M. (Taxation)
Weed Law Group, PC
Will Wollesen, Esq.
Upcoming Events
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