When Liquidity Changes Everything: Estate Planning & Family Enterprise Strategy
presented by:
Sara Dorosti,
Director and Wealth Strategies Advisor
Bank of America
Sara Dorosti is a Director and Wealth Strategies Advisor with Bank of America. She is a former practicing attorney who focused on tax matters, estate planning and administration, and charitable planning. She joined Bank of America in October 2024.
Sara has over 16 years experience in the financial industry working with financial advisors and their Ultra High-Net worth clients to integrate wealth transfer planning into the overall wealth management experience. She will continue this work by delivering wealth transfer planning strategies leveraging Trust Solutions to aid clients in implementing their plans.
Sara lives in the East Bay, CA with her husband and two children. She is fluent in German, Farsi and Danish.
A Special Thanks to Our Event Sponsor
Philip Crosby
Stratagem LLP
510.378.0945
pcrsoby@stratagemcounsel.com
LOCATION
Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563
Check In, Networking & Cocktail Reception
*CASH ONLY BAR*
Meeting Close Feel Welcome to Stay and Network
_______________
Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the 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
JOIN EPCDV TODAY!
RENEW YOUR MEMBERSHIP NOW
BECOME A SPONSOR/PARTNER
