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• 4/17/24 Estate Planning Council of Diablo Valley JOINT COUNCIL Dinner Meeting

  • When
    Wednesday, April 17, 2024
  •  
    5:30 PM - 8:00 PM
  • Location
    The Garden, 1719 Bonanza St, Walnut Creek, CA 94596
  • Registered
    69 registrants

  Registration is closed

  

  "Are You Ready for it?

  Recent Developments in

  Trust and Estate Law"
  

  Presented by:

  James P. Cilley, Esq.

  Patrick A. Kohlmann, Esq.

  Erin A. Norcia, Esq.

   Temmerman, Cilley, Kohlmann & Norcia, LLP

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  A Special Thanks to Our Event Sponsor

  
  
  

  Trice Rainer, CFP®  tricerainer@rainerwm.com (925) 217-4280

  Elizabeth Mintzer, CFP®  emintzer@rainerwm.com (925) 217-4280

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  Presentation Summary:

  Participants will learn about the new developments in California Trusts and Estates law that could impact their practice and create issues for their clients. The speakers will discuss these updates as well as best practices given these changes.

  
  

  Learning Objectives:

  • Participants will learn about recent developments in the area of California Trusts and Estates law.
  • Participants will see how real-world application of estate planning principles impact litigation.
  • Participants will learn about new tax issues that may be relevant for their clients.

  About Our Speakers:

  

  James P. Cilley is certified as a Specialist in trust and estate litigation, fiduciary disputes, and elder abuse actions by the California State Bar Board of Legal Specialization. As the senior litigation partner at Temmerman, Cilley, Kohlmann & Norcia, LLP, Mr. Cilley's practice involves will and trust contests, elder abuse, fiduciary accounting, fiduciary removal and surcharge, breach of fiduciary duty, constructive and resulting trusts, interpretation of testamentary instruments, creditor's claims, conservatorships, and related appeals. Mr. Cilley handles every stage of litigation, including pre-lawsuit negotiation, discovery, law and motion, settlement negotiations, mediation, trial, and appeals. In addition to his exceptional legal services, Mr. Cilley serves as an expert witness on a wide range of legal issues supported by current and relevant case law, statutes, and secondary resources. Mr. Cilley also serves as a mediator in trusts and estates related disputes.

  

  Patrick A. Kohlmann is the managing partner at Temmerman, Cilley, Kohlmann & Norcia, LLP. He specializes in the areas of estate and business planning, trust and decedent's estate administration, probate, conservatorships, and related trust and estate litigation.  Patrick served on the Executive Committee of the Trusts and Estates Section of the State Bar of California (TEXCOM) from 2008-2019 including a stint as TEXCOM Chair. He is a Fellow of the American College of Trust and Estates Counsel, consistently been named a Northern California “Super Lawyer”, and for the last few years has been voted as one of the SuperLawyers top 100 lawyers in Northern California (2021-2023).  Patrick is also a CPA and an avid marathoner.

  
  

  Erin A. Norcia is a partner at Temmerman, Cilley, Kohlmann & Norcia, LLP. Her practice focuses on trust, probate, and conservatorship litigation and related civil litigation.  In 2019, Erin was elected on to the California Lawyers Association Trusts and Estates Executive Committee which reviews and proposes revisions to the California Probate Code, and she is an editor of the California Trusts and Estates Quarterly scholarly journal.  In 2022, Erin was selected as a Fellow of the American College of Trust and Estate Counsel (ACETC).  Ms. Norcia is also an Adjunct Professor of the Wills & Trusts Course at Santa Clara University School of Law.

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  5:30pm - Networking & Reception 6:30pm - Buffet Dinner 6:45pm - Welcome & Announcements  7:00pm - Speaker Presentation 8:00pm - Meeting Close JOIN EPCDV TODAY! RENEW YOUR MEMBERSHIP NOW BECOME A SPONSOR/PARTNER

  EPC Member Advance Cost   $90 ($100 after 4/15) Guest Advance Cost:  $110 ($120 after 4/15) 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

  
  

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  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 Elizabeth Mintzer, CFP®  Rainer Wealth Management Stacie Nelson, Esq.  Holland and Knight Lawrence Olin, CFP®,  The Olin Financial Group Frank Paré, CFP®, ChSNC® PF Wealth Management Bert Payne, CPA, FCA, CGMA  Insurance Review Services Lisa Soloway, CLPF  Soloway Fiduciaries, Inc.

  Tiffany Sutton-McFarland  Compass Michael Strohl, CFP® Open Advisors Steve Way, CLU®, ChFC® Way Financial Matt Weaver, CFA Fremont Bank Christina Weed, Esq., LL.M.  Weed Law Group, PC Will Wollesen, Esq.  Hall Law Group LLP

  

  Complimentary Networking Event @ Headlands Brewery

  Wednesday, April 3, 2024 from 4pm to 6pm

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• 5/1/24 EPCDV Networking Event

  • When
    Wednesday, May 01, 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    22 registrants

  Register

  
  

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, May 1, 2024 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend, and members will be provided 1 complimentary drink ticket. A Special Thanks to Our Event Sponsor Tiffany Sutton-McFarland Realtor, Senior Certified Agent, Probate/Trust Certified Agent Email: tiffany@therealtortiff.com  Phone: 925.854.8079 BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER A SPECIAL THANK YOU 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 Elizabeth Mintzer, CFP®  Rainer Wealth Management Stacie Nelson, Esq.  Holland and Knight Lawrence Olin, CFP®,  The Olin Financial Group Frank Paré, CFP®, ChSNC® PF Wealth Management Bert Payne, CPA, FCA, CGMA  Insurance Review Services Lisa Soloway, CLPF  Soloway Fiduciaries, Inc. Tiffany Sutton-McFarland 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.  Hall Law Group LLP  Estate Planning Council Diablo Valley | EPCDV.org

  
  

  Show details
• 5/15/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting

  • When
    Wednesday, May 15, 2024
  •  
    5:30 PM - 8:00 PM
  • Location
    The Garden, 1719 Bonanza St, Walnut Creek, CA 94596
  • Registered
    1 registrant

  Register

  

  "The Art of Asking the Right Questions; Market Outlook with

  BMO's U.S. Wealth Management

  Chief Investment Officer"
  

  Presented by:

  Yung-Yu Ma. Ph.D

  Chief Investment Officer,

  BMO Wealth Management - U.S

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  A Special Thanks to Our Event Sponsor
  
  Robert Gewecke, CFP®

   Private Wealth Advisor
   robert.gewecke@bmo.com
  (925) 542-4584

  _______________________ Presentation Summary:

  The discussion will provide BMO Wealth Management’s thinking on how the U.S. averted recession, the economic outlook, the upcoming elections, and their implication for inflation, monetary policy, interest rates, and economic growth.

  
  

  About Our Speaker:

  Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. He brings a dynamic combination of academic achievements and industry experience to the Investment Strategy team. As Chief Investment Officer, he is responsible for guiding strategic and tactical asset allocations for client portfolios and leads a team that conducts macroeconomic and market analysis, and also modeling across asset classes. He is frequently cited in print media including the Wall Street Journal, NY Times, Barron’s, etc., and appears regularly on CNBC, Bloomberg television, and Yahoo! Finance television.

  
  

  Prior to joining BMO, Yung-Yu was a finance professor at Lehigh University, where he taught courses in equities, fixed income, and derivatives. His academic studies have been cited in leading finance journals (including the Journal of Finance), top law journals, the Wall Street Journal, the Handbook of High Frequency Trading, and in the Oxford Handbook of Corporate Governance. During his tenure at Lehigh, he was awarded the Staub Outstanding Teacher Award, awarded to one faculty member by a vote of faculty and students. Prior to his academic career, Yung-Yu worked for a global consulting firm with operations in Hong Kong, Taiwan and Mainland China where he performed financial, macroeconomic, and market analysis for global companies. Later, he served as a regional manager at a Fortune 500 subsidiary in Taipei and Mainland China. Dr. Ma earned his Ph.D. in Finance at the University of Utah and his B.A. in Economics and Political Science, magna cum laude, at Williams College in Massachusetts.

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  5:30pm  Networking & Reception 6:30pm  Buffet Dinner 6:45pm  Welcome & Announcements  7:00pm  Speaker Presentation 8:00pm  Meeting Close JOIN EPCDV TODAY! RENEW YOUR MEMBERSHIP NOW BECOME A SPONSOR/PARTNER

  Member Advance Cost   $90 ($100 after 5/13) Guest Advance Cost:  $110 ($120 after 5/13) 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

  
  

  ___________

  
  

  
  

  Special Thanks to our Member Supporters

  
  

  C. Joseph Doherty, Esq. Gagen McCoy Robert Gewecke, CFP® BMO Private Wealth Heather Hamilton  Fiduciary Accounting Services Kirsten Howe, Esq.  Absolute Trust Counsel Kyle Johnston, Esq. Bank of America Private Bank Art Lotti Custom Moving & Hauling

  Ron Melvin Keller Williams Realty Elizabeth Mintzer, CFP®  Rainer Wealth Management Stacie Nelson, Esq.  Holland and Knight Lawrence Olin, CFP®  The Olin Financial Group Frank Paré, CFP®, ChSNC® PF Wealth Management Bert Payne, CPA, FCA, CGMA  Insurance Review Services Lisa Soloway, CLPF  Soloway Fiduciaries, Inc.

  Tiffany McFarland Compass Michael Strohl, CFP® Open Advisors Steve Way, CLU®, ChFC® Way Financial Matt Weaver, CFA Fremont Bank Christina Weed, Esq., LL.M.  Weed Law Group, PC Will Wollesen, Esq.  Hall Law Group LLP

  

  Complimentary Networking Event @ Headlands Brewery

  Wednesday, May 1, 2024 from 4pm to 6pm

  Show details
• 6/5/24 EPCDV Networking Event

  • When
    Wednesday, June 05, 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    1 registrant

  Register

  
  

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, June 5, 2024 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend, and members will be provided 1 complimentary drink ticket. BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER A SPECIAL THANK YOU 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 Elizabeth Mintzer, CFP®  Rainer Wealth Management Stacie Nelson, Esq.  Holland and Knight Lawrence Olin, CFP®,  The Olin Financial Group Frank Paré, CFP®, ChSNC® PF Wealth Management Bert Payne, CPA, FCA, CGMA  Insurance Review Services Lisa Soloway, CLPF  Soloway Fiduciaries, Inc. Tiffany Sutton-McFarland 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.  Hall Law Group LLP  Estate Planning Council Diablo Valley | EPCDV.org

  
  

  Show details