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• 4/1/26 EPCDV Networking Event

  • When
    Wednesday, April 01, 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    29
  • Registered
    31 registrants

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, April 1, 2026 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 EVENT SPONSOR David Little, Attorney dlittle@donahue.com 510.544.4704 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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• 4/22/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club

  • When
    Wednesday, April 22, 2026
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    6 registrants

  Register

  

  "So Easy (To Fall Behind):

  Estate Law Updates to Fill Your Mind"

  Presented by:

  Erin Norcia, James P. Cilley and

  Hengameh Kishani
  

   Temmerman, Cilley, Kohlmann, & Norcia, LLP

  
  

  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

  Erin A. Norcia is a partner at Temmerman, Cilley, Kohlmann & Norcia, LLP. She is a trial attorney with a concentration on trust, probate, fiduciary, and conservatorship litigation. She also does estate planning and trust and probate administrations. In 2019, Erin was elected to the California Lawyers Association Trusts and Estates Executive Committee of which she will serve as Chair next year. In 2022, Erin was selected as a Fellow of the American College of Trust and Estate Counsel. Ms. Norcia also served as an Adjunct Professor of the Wills & Trusts Course at Santa Clara University School of Law.

  
  

  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.

  Hengameh Kishani is a partner at Temmerman, Cilley, Kohlmann & Norcia, LLP. Hengameh’s practice focuses on trust and estate litigation, where she handles cases from pre-litigation through trial. She also serves on the board of the Contra Costa County Bar Association and is vice-president of the Tri-Valley Estate Planning Council.

  A Special Thanks to Our Event Sponsor

  Francesca Vogel, CSA

  Homecare Director Partner

  925.391.4524

  francesca@hilleendale.net

  
  

  
  

  LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  6:00 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

  _______________

  
  

  Member Registration (through 4/20)	$95 / ($105 after 4/20)
  Guest Registration (through 4/20	$115 / ($125 after 4/20)

  _______________
  

  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

  

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• 5/6/26 EPCDV Networking Event

  • When
    Wednesday, May 06, 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    59
  • Registered
    1 registrant

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, May 6, 2026 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.* 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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• 5/20/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club

  • When
    Wednesday, May 20, 2026
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    3 registrants

  Register

  

  "Real Estate Whisperer®:

  Defer, Reduce or Eliminate Taxes

  on the Sale of Highly Appreciated Rental Properties"

  Presented by:

  Rich Arzaga, CFP®, CCIM

  The Real Estate Whisperer® Financial Planning

  
  

  Presentation Summary

  The presentation covers advanced tax-related strategies for real estate property including 1031 exchanges, 1031-721 exchanges, Opportunity Zones, Charitable Remainder Trusts, and tax-qualified oil and gas drilling. Each strategy addresses the challenges of managing significant capital gains and estate tax exposure associated with high-value properties. Through real-world case studies, Rich Arzaga offers actionable insights into preserving wealth and optimizing tax outcomes.

  
  

  Learning Objectives

  • Participants will learn the primary tax-advantaged strategies available for highly appreciated real estate.
  • Participants will learn how each strategy may help mitigate capital gains and estate tax exposure.
  • Participants will learn how these strategies can be applied in practice through case-based planning examples.

  About Our Speaker
  

  Rich Arzaga, CFP®, CCIM, is the founder and CEO of The Real Estate Whisperer® Financial Planning, an advice-only firm that specializes in financial planning for people who own rental property and other directly held real estate. He is known for helping clients evaluate buy-sell-hold decisions, tax-reduction strategies for highly appreciated property, real estate succession planning, and rental property cash-flow analysis. Rich has been recognized in publications including The Wall Street Journal, The New York Times, Newsweek, Kiplinger, and the Journal of Financial Planning, and he has taught in the personal financial planning programs at UC Berkeley and UC Santa Cruz. 
  

  
  

  LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  6:00 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

  _______________

  
  

  Member Registration (through 5/18)	$95 / ($105 after 5/18)
  Guest Registration (through 5/18)	$115 / ($125 after 5/18)

  _______________
  

  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

  

  Show details
• 6/3/26 EPCDV Networking Event

  • When
    Wednesday, June 03, 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    59
  • Registered
    1 registrant

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, June 3, 2026 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.* 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

  
  

  Show details