Upcoming Events

    • Wednesday, October 19, 2022
    • 4:00 PM - 6:00 PM
    • ZOOM
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    PO Box 245, Walnut Creek, CA 94596

    T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com

    October 19, 2022

    "Estate Planning in an Inflationary Environment:  Re-Assessing Existing Plans and Techniques to Take Advantage of Increased Interest Rates"

    Presented by: Mark T. Weaver, Esq.

    Farella Braun + Martel LLP


    Interested in Sponsoring this Event? CLICK HERE




    ZOOM WEBINAR


    October 19, 2022


    4:00pm- Networking

    4:25pm- Welcome &

    Announcements 

    4:45pm- Speaker Presentation

    6:00pm - Meeting Close


    Member Cost:

    $20


    Guest Cost:

    $30


    Please note all reservations and cancellations MUST be made no

    later than 2pm the day of the monthly meeting.

    Refunds will not be granted to cancellations that are received

    after October 19 at 2pm.

    All cancellation requests need

    to be made in writing to EPCDiabloValley@gmail.com


    JOIN EPCDV TODAY!



    Special Thanks to our

    Member Supporters

    Kirsten Howe, Esq. 

    Absolute Trust Counsel


    Heather Hamilton

    Fiduciary Accounting Services, LLC


    Michael Low

    Doyle Low LLP

     

    Kyle Johnston, Esq.

    Bank of America Private Bank


    Elizabeth Mintzer, CFP®

    Rainer Wealth Management


    Stacie Nelson, Esq.

    Holland and Knight


    Lisa Soloway

    Soloway Fiduciaries, Inc.


    Steve Way, CLU®, ChFC®

    Way Financial


    Bert Payne, CPA, CGMA

    Insurance Review Services


    Presentation Summary:

    With inflation at its highest level in more than 40 years, and interest rates projected to increase to their highest level in nearly 15 years, estate planners need to be mindful of how these changes will impact their clients.

    Mr. Weaver will discuss how existing revocable and irrevocable plans should be analyzed in light of these changes, and provide recommendations.

    In addition, Mr. Weaver will help planners refamiliarize themselves with tools of yesteryear --  qualified personal residence trusts (QPRTs) and charitable remainder trusts (CRTs) – which are much more attractive in a higher interest-rate environment.

    Finally, our speaker will provide a brief update on California’s perennial attempts to increase income tax rates and impose a wealth tax, including Proposition 30 (which, if passed, would increase income tax rates by 1.75% on income above $2 million).

     

    About Our Speaker:

    Mark Weaver is a partner at Farella Braun + Martel, and Chair of the firm’s Family Wealth Group. Mr. Weaver assists high-net worth individuals and families with their estate and business succession planning. He regularly leverages sophisticated wealth preservation techniques, including the formation and administration of irrevocable trusts, business entities, sole purpose entities and charitable vehicles, to implement his clients’ objectives. A key aspect of Mr. Weaver’s practice is counseling clients on cross-border issues, including those with beneficiaries and/or assets that are located in multiple countries, as well as those planning to enter or leave the United States.

     He is the past Chair of the San Francisco Branch of the Society of Trust and Estate Practitioners (STEP), a member of the Planned Giving Committee of the Regional Parks Foundation, and a regular speaker on techniques to protect familial assets, including advanced wealth transfer programs and international estate planning.


    Learning Objectives

    1.  Understand how inflation and increased interest rates impact revocable and irrevocable estate plans.

    2.  Understand how QPRTs and CRTs work and under what circumstances they should be used.

    3.  Become familiar with Proposition 30 and other pending California legislation.




    Estate Planning Council Diablo Valley | EPCDV.org


Past Events

Wednesday, September 21, 2022 9/21/22 EPCDV General Meeting

The Council typically meets at the on the third Wednesday of each month, September through May unless noted otherwise*. Members and their guests enjoy a relevant speaker in the field of Estate Planning.

ZOOM Schedule
4:00pm- Networking
4:25pm- Welcome/Announcements and Message from the Sponsor and Attendee Introductions
4:45pm- Speaker Presentation
6:00pm- Meeting Close

IN PERSON Schedule
6:00pm- Networking
6:30pm- Dinner, Welcome/Announcements and Message from the Sponsor & Attendee Introductions
7:00pm Speaker Presentation
8:00pm- Meeting Close


PLEASE MARK YOUR CALENDARS FOR THESE UPCOMING EVENTS

November 16, 2022- TBA In Person/Virtual

January 18, 2023- TBA In Person/Virtual

February 15, 2023- TBA In Person/Virtual
March 15, 2023- TBA In Person/Virtual

April 19, 2023- TBA In Person/Virtual

May 17, 2023 - TBA In Person/Virtual

In addition to the CLE programs exciting networking events are being planned and will be scheduled/announced soon.


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