Upcoming Events

    • Wednesday, January 17, 2024
    • 6:00 PM - 8:00 PM
    • The Garden, 1719 Bonanza St, Walnut Creek, CA 94596
    Register


    PO Box 245, Walnut Creek, CA 94596

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


    Wednesday, January 17, 2024


    "Navigating the Charitable Strategies Before and After the Disposition of a Business"

    Presented by:

    Tami Wallenstein

    Senior Vice President, Senior Philanthropic Specialist

    - & -

    David Little

    Senior Vice President, Senior Wealth Strategist

    Wells Fargo


    A SPECIAL THANKS TO OUR EVENT SPONSOR




    Patrick Shannon, Sr., CIMA, RMA

    Financial Advisor

    Wells Fargo Advisors

    555 California Street, Suite 2300

    San Francisco, CA 94104

    415.395.2403

    Patrick.Shannon@wfa.com



    NEW LOCATION


    THE GARDEN


    1719 Bonanza St,

    Walnut Creek, CA 

    Nearest parking garage is the North Locust St. Parking Garage at 1625 Locust St.


    6:00pm

    Networking &

    Reception


    6:30pm

    Buffet Dinner

    6:45pm

    Welcome &

    Announcements 


    7:00pm

    Speaker Presentation


    8:00pm

    Meeting Close


    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


    Member Cost 

    $90


    Guest Cost:

    $110


    JOIN EPCDV TODAY!



    Presentation Summary:

    Many successful business owners engage in philanthropy, particularly upon the sale of their business. Utilizing charitable strategies before a sale can provide business owners with several benefits and allow them to support a charity. While a charitable strategy can reduce and/or defer capital gains tax, it is critical for a wealth transfer advisor to be aware of which charitable options works best for the type of entity owned and the client’s philanthropic objectives. S-corporations, active trade or business income, hot assets, and debt can be stumbling blocks to a smooth transaction. This session will discuss the pitfalls to avoid and how to successfully navigate your client’s business sale.

    Learning Objectives:

    • How your clients can incorporate charitable giving into the sale of a business, thereby reducing taxes and allowing the client to support an important cause
    • How you can prepare in advance for these transactions
    • Avoid pitfalls of transactions


      About Our Speakers:

      Tami Wallenstein is a senior philanthropic trust advisory specialist and senior vice president with Wells Fargo Wealth & Investment Management. She helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Tami collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropic activities.


      Prior to joining Wells Fargo, Ms. Wallenstein was the Associate Endowment Director at Jewish Family and Children’s Services and Planned Giving Officer for the San Francisco Jewish Federation.

      Prior to that, she worked as an estate planning attorney in New York.


      Tami earned a Bachelor of Arts from Barnard College, Columbia University, and her JD from Brooklyn Law School .


      David Little is a senior wealth strategist with Wells Fargo Bank in the Wealth & Investment Management division. He is located in San Francisco, California, and is covering the northern California geography. David works closely with clients and their advisors to better understand the wealth planning goals and objectives of high and ultra-high net worth clients, create a framework within which to give advice, and collaborate with advisors to provide comprehensive advice and planning services to clients with the goal of helping them to make incrementally better financial decisions.


      David was previously with the law firm of Hartog, Baer & Hand, APC for over four years working with clients with assets of $5 to over $100 million with their estate planning, trust and estate administration. Prior to that he was with Wells Fargo Bank as a Vice President, Estate Advisory Specialist in Estate Services. David also has many years of experience in the private practice of law in the areas of estate planning, trust and probate administration, and litigation as well as malpractice and employment litigation (currently not practicing).


      David earned his Bachelor of Science in Finance from San Jose State University and his Juris Doctor degree from University of San Francisco School of Law. He is a fellow of American College of Trust and Estate Counsel (ACTEC).





      Upcoming Events


      CLICK HERE FOR MORE INFO & TO REGISTER FOR ANY UPCOMING EVENTS

      Estate Planning Council Diablo Valley | EPCDV.org


      • Wednesday, February 07, 2024
      • 4:00 PM - 6:00 PM
      • 3420 Mt Diablo Blvd, Lafayette, CA 94549
      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, February 7, 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




      Estate Planning Council Diablo Valley | EPCDV.org


      • Wednesday, February 21, 2024
      • 6:00 PM - 8:00 PM
      • The Garden, 1719 Bonanza St, Walnut Creek, CA 94596


      PO Box 245, Walnut Creek, CA 94596

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


      Wednesday, February 21, 2024

      "Navigating an 

      Estate Planner's Minefield:
      Tips to Safeguard Intent and
      Steer Clear of Trust Disputes"


      Presented by:

      Ryan Szczepanik

      Senior Wealth Strategist, BNY Mellon Wealth Management


      A SPECIAL THANKS TO OUR EVENT SPONSOR




      Will Wollesen, Esq., Partner

      Hall Law Group LLP

      4733 Chabot Drive, Suite 203

      Pleasanton, CA 94588

      925.460.0711

      will@hlg-llp.com


      NEW LOCATION


      THE GARDEN


      1719 Bonanza St,

      Walnut Creek, CA 

      Nearest parking garage is the North Locust St. Parking Garage at 1625 Locust St.


      6:00pm

      Networking &

      Reception


      6:30pm

      Buffet Dinner

      6:45pm

      Welcome &

      Announcements 


      7:00pm

      Speaker Presentation


      8:00pm

      Meeting Close


      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


      Member Cost 

      $90


      Guest Cost:

      $110


      JOIN EPCDV TODAY!



      Presentation Summary:

      Ryan Szczepanik is a Senior Wealth Strategist at BNY Mellon Wealth Management.  He previously practiced trust litigation for several years.  Ryan will provide tips and pitfalls to avoid when constructing a client’s estate plan, with an eye toward minimizing the likelihood that interested persons will challenge or the court will depart from the client’s intentions.

      Learning Objectives:


      The most common “problem areas” of an estate plan that give rise to disputes.


      Drafting tips that will decrease the likelihood that an estate plan will end up in litigation or harm the grantor’s intent.

      Drafting tips that promote family governance and wealth transfer.

      About Our Speaker:

      Ryan Szczepanik is a Senior Wealth Strategist with BNY Mellon Wealth Management. In this role, he works closely with wealthy families, key corporate executives, business owners, and their advisors to provide comprehensive trusts, estates, and tax planning services. Ryan is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. He is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). Before joining BNY Mellon, Ryan was a Shareholder at the Bay Area trusts and estates law firm Hartog, Baer & Hand, A.P.C., and prior to that, he handled complex trust, estate, and corporate matters as an attorney at King & Spalding.  He received a B.A. from Amherst College and a J.D. from Emory Law School.





      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

      Elizabeth Mintzer, CFP®
       
      Rainer Wealth Management

      Stacie Nelson, Esq.
       
      Holland and Knight

      Frank Paré, CFP®, ChSNC®
      PF Wealth Management

      Bert Payne, CPA, FCA, CGMA
       I
      nsurance 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 



      Upcoming Events


      CLICK HERE FOR MORE INFO & TO REGISTER FOR ANY UPCOMING EVENTS

      Estate Planning Council Diablo Valley | EPCDV.org


      • Wednesday, March 06, 2024
      • 4:00 PM - 6:00 PM
      • 3420 Mt Diablo Blvd, Lafayette, CA 94549
      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, March 6, 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