9/18/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION - Orinda Country Club

  • Wednesday, September 18, 2024
  • 5:30 PM - 8:00 PM
  • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563

Registration

  • Active Member of EPC Diablo Valley
  • Active Member of EPC Diablo Valley

"Ready or Not, the Corporate Transparency Act is Here:

A Discussion for Those Who Advise Private Clients and Business Owners"

Presented by:

Mark T. Weaver, Esq., Partner

-&-

Greg LeSaint, Esq., Partner

Farella Braun + Martel


A SPECIAL THANKS TO OUR EVENT SPONSOR




Patrick Shannon, Sr., CIMA, RMA

Financial Advisor

415.395.2403

Patrick.Shannon@wfa.com


Presentation Summary:

Mark Weaver and Greg LeSaint of Farella Braun + Martel will:

  • Unpack the new reporting requirements for legal entities, including exemptions from filing;
  • Discuss practical approaches for estate planners, including actions that can be taken in 2024 for pre-existing entities to reduce the burden of reporting in 2025;
  • Discuss the status of litigation challenging the Act; and
  • Review efforts by the California legislature to create its own beneficial ownership database beginning in 2026.


About Our Speakers:

Mark Weaver is the Chair of the Business Department at Farella Braun + Martel and Past Chair of the Family Wealth Group. He assists individuals and families with their estate and business succession planning, and guides family members through the trust and estate administration process. He regularly leverages sophisticated wealth preservation techniques, including the formation and administration of irrevocable trusts, business entities, sole purpose entities and charitable vehicles.  A key aspect of his practice is counseling clients on cross-border issues, providing estate planning advice for clients with beneficiaries and/or assets in multiple countries, and for individuals planning to enter or leave the U.S. Mark also advises clients on reporting requirements in connection with foreign trusts, bank accounts, and other foreign assets.


Greg LeSaint has extensive experience advising founders, entrepreneurs, operating companies, private funds, lenders, investors, and multi-generational businesses in complex transactions, corporate governance matters, and succession planning. He prioritizes thoughtful risk assessment, focused advice, careful drafting, collaboration, and targeted negotiation to help his clients navigate uncertainty and maximize transactional value.  


Greg’s practice spans multiple disciplines and industries, and his clients call on him to solve common and unique business and legal issues thoroughly and efficiently. He frequently represents acquirers and targets in domestic and cross-border mergers and acquisitions; advises private fund principals and real estate developers on investment vehicle formation and capital deployment; advises founders and entrepreneurs on critical company issues; advises borrowers and lenders on secured financing; and serves as outside general counsel to emerging and mature companies, including family-owned and closely held businesses.

NEW LOCATION

Orinda Country Club

315 Camino Sobrante, Orinda, CA 94563 


 5:30 PM  Check In, Networking & Cocktail Reception 
 6:30 PM  Sit Down Plated Dinner
 6:45 PM  Welcome & Announcements (thru 9/16/24)
 7:00 PM  Speaker Presentation
 8:00 PM  Meeting Close - Feel Welcome to Stay and Network


 Member Registration (through 9/16)  $90 / ($100 after 9/16)
 Guest Registration (through 9/16)  $110 / ($120 after 9/16)


JOIN EPCDV TODAY!




Complimentary Networking Event @ Headlands Brewery

Wednesday, September 4, 2024 from 4pm to 6pm


EPCDV Educational Dinner Program @ Orinda Country Club

Wednesday, October 16, 2024 from 5:30pm to 8pm 

Powered by Wild Apricot Membership Software