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• 3/5/25 EPCDV Networking Event

  • When
    Wednesday, March 05, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    19
  • Registered
    21 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, March 5, 2024 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 Tiffany Sutton Realtor, Senior Certified Agent, Probate/Trust Certified Agent tiffany@therealtortiff.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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• 3/19/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting ORINDA COUNTRY CLUB

  • When
    Wednesday, March 19, 2025
  •  
    5:30 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    14 registrants

  Register

  

  "Updates from the
  County Assessor’s Office"

  
  

  Presented by
  Gus Kramer -&- Vince Robb
  Contra Costa County Assessor's Office

  _______________
  

  
  

  A Special Thanks to Our Event Sponsor
  
  
  
  Elizabeth Mintzer, CFP®

   emintzer@protectedinvestors.com

  www.rainerwm.com

   (925) 984-5100

  _______________
  

  Presentation Summary:

  Join us for an update from Gus Kramer and Vince Robb of the Contra Costa County Assessor’s Office. The speakers will discuss and answer your questions on the hot topics in assessment and property taxes including assessed value transfers and claim processing under Propositions 19, 58, and 60. Gus and Vince will also provide trust structure and joint tenancy strategies to avoid or delay some re-assessments.

  
  

  About Our Speakers:

  Gus Kramer, Contra Costa County Assessor, Contra Costa County Assessor's Office. Gus Kramer has proudly served as Contra Costa County Assessor since 1994, bringing a remarkable 50+ years of public service experience and a results driven approach to local government. A lifelong county resident, Gus began his career with the Sheriff Coroner’s Office before holding key roles in the Probation and Public Works Departments. In 1986, he was elected Martinez City Clerk. As Assessor, Gus transformed the office into a model of innovation and efficiency. He streamlined operations, eliminated long-standing backlogs, and consistently delivered exceptional service—all while staying under budget. His efforts earned the office statewide recognition from the California State Board of Equalization as one of the best-managed Assessor’s Offices in the state. Gus holds a degree from the San Francisco College of Mortuary Science and a bachelor’s degree from the University of San Francisco. He is an active member of the California Assessors’ Association and the International Right of Way Association. Additionally, Gus has been a licensed real estate professional for over 44 years.

  Vince Robb, Contra Costa County Assistant Assessor, Contra Costa County Assessor's Office. Vince Robb serves as the Assistant County Assessor for the Contra Costa County Assessor’s Office, where he plays a pivotal leadership role in daily operations and oversees the annual close of the assessment roll—a critical valuation process that determines property taxes. With nearly 20 years of experience in the Assessor’s Office, Vince has led virtually every aspect of its operations, including residential, commercial, and industrial appraisal, and complex ownership change determinations. He also leads the valuation teams in assessment appeal cases before the County’s Assessment Appeals Board. His extensive knowledge and leadership were instrumental in guiding the office to an outstanding State Board of Equalization audit survey result in December 2024, where the office earned a 99.78% accuracy rating, marking it as one of the best Assessor’s Offices in the State. A lifelong resident of Contra Costa County, Vince holds a degree in Business Administration and Economics from Saint Mary’s College of California. He is deeply engaged in his community and serves as the Chair of the Pacheco Municipal Advisory Council. Vince is also a volunteer youth soccer coach and has had one of the most unusual side gigs of working Red Carpet Security at major awards shows, including the Grammys and Golden Globes.

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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

  
  

  Member Registration (through 3/17)	$90 / ($100 after 3/17)
  Guest Registration (through 3/17)	$110 / ($120 after 3/17)

  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, March 5, 2025 from 4pm to 6pm

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• 4/2/25 EPCDV Networking Event

  • When
    Wednesday, April 02, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    39
  • 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, April 2, 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 Mark Shaw mark@markshawrealtor.com markshawrealtor.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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• 4/23/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting ORINDA COUNTRY CLUB

  • When
    Wednesday, April 23, 2025
  •  
    5:30 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    Be the first

  Register

  

  ♫ H-O-T-T-O-G-O ♫ Estate Law Updates You Should Know ♫

  
  

  Presented by
  James P. Cilley
  Patrick A. Kohlmann
  Erin A. Norcia
  Temmerman, Cilley, Kohlmann & Norcia, LLP

  _______________
  

  
  

  A Special Thanks to Our Event Sponsor
  
  
  

  Tiffany Sutton

  Realtor, Senior Certified Agent, Probate/Trust Certified Agent

  tiffany@therealtortiff.com

  _______________
  

  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.

  
  

  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 "Super Lawyers" 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 served as Editor-in-Chief 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.

  _______________

  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

  
  

  Member Registration (through 4/23)	$90 / ($100 after 4/23)
  Guest Registration (through 4/23)	$110 / ($120 after 4/23)

  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, April 2, 2025 from 4pm to 6pm

  Show details