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• 5/21/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting @ ORINDA COUNTRY CLUB

  • When
    Wednesday, May 21, 2025
  •  
    5:30 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    34 registrants

  Register

  

  "Plans That Work for Families that Don't"

  Presented by:

  John A. Hartog, Esq.
  Hartog Baer Zabronsky

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  A Special Thanks to Our Event Sponsor
  
  
  Kyle Johnston, Esq.

  kyle.johnston@bofa.com

  www.privatebank.bankofamerica.com/

   (925) 658-9770

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  Presentation Summary:

  Estate planning for families who own businesses and other significant assets often present difficulties rooted in the family’s internal dynamics and psychological issues.  The very act of estate planning may upset the delicate balance that a family has developed over decades to keep their family business functioning. Strong emotions, often suppressed for a lifetime, may emerge for testators contemplating their legacies and for beneficiaries contemplating their futures.  Death and grief can release suppressed emotions that fuel legal actions by survivors, which in turn can erode the value of the business more effectively than any tax or competition.

  
  

  About Our Speaker:

  John Hartog is a principal at Hartog Baer Zabronsky (HBZ) specializing in private wealth services.  HBZ is a full service trust and estates firm, from estate and tax planning through litigation and tax dispute resolution.  It represents individuals and fiduciaries with ultra high net worth estates and/or unique assets. Mr. Hartog has served on the Executive Committee of the Trust and Estates section of the California Lawyers Association.

  
  

  Mr. Hartog is a fellow of the American College of Trust and Estate Counsel and certified by the California Board of Legal Specialization as a Specialist in Taxation Law and in Estate Planning, Trust and Probate Law.  Mr. Hartog also serves as a mediator in trusts and estates disputes.

    

  
  

  
  

  
  

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  NEW LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  5:30 PM	Check In, Networking & Cocktail Reception  *CASH ONLY BAR*
  6:30 PM	Sit Down Plated Dinner
  6:45 PM	Welcome & Announcements
  7:00 PM	Speaker Presentation
  8:00 PM	Meeting Close Feel Welcome to Stay and Network

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  Member Registration (through 5/19)	$90 / ($100 after 5/19)
  Guest Registration (through 5/19)	$110 / ($120 after 5/19)

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  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

  
  

  Complimentary Networking Event @ Headlands Brewery

  Wednesday, May 7, 2025 from 4pm to 6pm

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• 6/4/25 EPCDV Networking Event

  • When
    Wednesday, June 04, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    29
  • Registered
    11 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, June 4, 2025 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend. Members will be provided 1 complimentary drink ticket. A Special Thanks to Our Sponsor Anne Shim, AEP®, CFP®, EA 323-327-7829 ashim@masonlifeplanning.com www.masonlifeplanning.com BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS Estate Planning Council Diablo Valley | EPCDV.org

  
  

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