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• 9/18/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION - Orinda Country Club

  • When
    Wednesday, September 18, 2024
  •  
    5:30 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    47 registrants

  Register

  

  "Ready or Not, the Corporate Transparency Act is Here:

  A Discussion for Those Who Advise Private Clients and Business Owners"

  Presented by:

  Mark T. Weaver, Esq., Partner

  -&-

  Greg LeSaint, Esq., Partner

  Farella Braun + Martel

  
  

  A SPECIAL THANKS TO OUR EVENT SPONSOR

  
  

  
  

  
  

  Patrick Shannon, Sr., CIMA, RMA

  Financial Advisor

  415.395.2403

  Patrick.Shannon@wfa.com

  
  

  Presentation Summary:

  Mark Weaver and Greg LeSaint of Farella Braun + Martel will:

  • Unpack the new reporting requirements for legal entities, including exemptions from filing;
  • Discuss practical approaches for estate planners, including actions that can be taken in 2024 for pre-existing entities to reduce the burden of reporting in 2025;
  • Discuss the status of litigation challenging the Act; and
  • Review efforts by the California legislature to create its own beneficial ownership database beginning in 2026.

  
  

  About Our Speakers:

  Mark Weaver is the Chair of the Business Department at Farella Braun + Martel and Past Chair of the Family Wealth Group. He assists individuals and families with their estate and business succession planning, and guides family members through the trust and estate administration process. He regularly leverages sophisticated wealth preservation techniques, including the formation and administration of irrevocable trusts, business entities, sole purpose entities and charitable vehicles.  A key aspect of his practice is counseling clients on cross-border issues, providing estate planning advice for clients with beneficiaries and/or assets in multiple countries, and for individuals planning to enter or leave the U.S. Mark also advises clients on reporting requirements in connection with foreign trusts, bank accounts, and other foreign assets.

  
  

  Greg LeSaint has extensive experience advising founders, entrepreneurs, operating companies, private funds, lenders, investors, and multi-generational businesses in complex transactions, corporate governance matters, and succession planning. He prioritizes thoughtful risk assessment, focused advice, careful drafting, collaboration, and targeted negotiation to help his clients navigate uncertainty and maximize transactional value.  

  
  

  Greg’s practice spans multiple disciplines and industries, and his clients call on him to solve common and unique business and legal issues thoroughly and efficiently. He frequently represents acquirers and targets in domestic and cross-border mergers and acquisitions; advises private fund principals and real estate developers on investment vehicle formation and capital deployment; advises founders and entrepreneurs on critical company issues; advises borrowers and lenders on secured financing; and serves as outside general counsel to emerging and mature companies, including family-owned and closely held businesses.

  NEW LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  5:30 PM	Check In, Networking & Cocktail Reception
  6:30 PM	Sit Down Plated Dinner
  6:45 PM	Welcome & Announcements (thru 9/16/24)
  7:00 PM	Speaker Presentation
  8:00 PM	Meeting Close - Feel Welcome to Stay and Network

  
  

  Member Registration (through 9/16)	$90 / ($100 after 9/16)
  Guest Registration (through 9/16)	$110 / ($120 after 9/16)

  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, September 4, 2024 from 4pm to 6pm

  
  

  EPCDV Educational Dinner Program @ Orinda Country Club

  Wednesday, October 16, 2024 from 5:30pm to 8pm 

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• 10/2/24 EPCDV Networking Event

  • When
    Wednesday, October 02, 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    13 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, October 2, 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. Special Thanks to our Event Sponsor Marco Grelli, Financial Planner Osaic Financial / Lincoln Financial Advisors marco.grelli@lfg.com 925.768-3962 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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• 10/16/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION - Orinda Country Club

  • When
    Wednesday, October 16, 2024
  •  
    5:30 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    3 registrants

  Register

  

  "Passion Assets-

  Planning for Art and Collectibles"

  Presented by:

  Rosemary L. Ringwald,
  Wealth Strategies Advisor and Head of Art Planning

  -&-

  Sonja Moro, Art Services Specialist

  Bank of America Private Bank

  
  

  A SPECIAL THANKS TO OUR EVENT SPONSOR

  
  

  Erin McGlynn, Senior Director, Wealth Consultant

  American Cancer Society

  Erin.McGlynn@cancer.org

  
  

  Presentation Summary:

  How does a planner handle non-traditional assets such as art, cars, jewelry, and other collectibles? During this session, Rosemary and Sonja will explore the challenges and real-world solutions.  They will give an art market update and also discuss current cases as related to non-traditional assets. 

  
  

  About Our Speakers:

  Rosemary Ringwald is a Managing Director, Wealth Strategies Advisor, and the Head of Art Planning at Bank of America Private Bank.  Headquartered in Los Angeles, Rosemary provides analysis and strategic advice to artists, dealers, collectors and art investors, helping them anticipate the factors that lie at the intersection of art and finance. 

  
  

  Prior to joining Bank of America Private Bank in 2005, Rosemary spent more than 10 years in public and industry accounting, where she focused on financial, tax and investment planning. In her previous positions with Ernst & Young LLP and PricewaterhouseCoopers LLP, she provided financial, compensation and retirement counseling, along with estate planning and gift-tax consulting, to senior executives and high-net-worth individuals. Rosemary graduated cum laude with a B.A. in history from the University of California San Diego, and earned her J.D. at Southwestern University School of Law.

  
  

  A member of the California State Bar, Rosemary is a past president of the Los Angeles Estate Counselors Forum and has served as an Executive Vice President for The Leadership Council at The Music Center. She was previously an adjunct faculty member for the Art Business program at Claremont Graduate University and currently teaches for Sotheby’s Institute of Art Education. Within Sotheby’s, she serves as a lecturer for its Contemporary Art, Markets, and Management program, a Master’s degree taught in conjunction with CENTRO University in Mexico City.

  
  

  Sonja Moro is a Vice President and Art Services Specialist with Bank of America Private Bank in Los Angeles, California. Utilizing her diverse knowledge and experience in the art industry, her background lies at the intersection of art and finance. She executes the art services strategy across the country, with a specific focus on California, the Pacific Northwest, Texas, and Colorado. Her tailored advice extends to every stage of collecting.  Prior to joining Bank of America Private Bank, Sonja was a Senior Specialist of Post-War and Contemporary Art at Bonhams Los Angeles. She worked with collectors, dealers and museums at auction and privately on consignments, acquisitions and appraisals. Previously, she was an art appraiser with Jacqueline Silverman and Associates, Inc. for over a decade.  Sonja earned Bachelor of Arts in Art History from the University of Southern California.

  
  

  NEW LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  5:30 PM	Check In, Networking & Cocktail Reception
  6:30 PM	Sit Down Plated Dinner
  6:45 PM	Welcome & Announcements (thru 9/16/24)
  7:00 PM	Speaker Presentation
  8:00 PM	Meeting Close - Feel Welcome to Stay and Network

  
  

  Member Registration (through 10/14)	$90 / ($100 after 9/16)
  Guest Registration (through 10/14)	$110 / ($120 after 9/16)

  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, October 3, 2024 from 4pm to 6pm

  Wednesday, November 6, 2024

  TVEPC Joint Council Dinner Program @ Locanda Ravello 

  Thursday, November 7, 2024 from 6pm to 8pm

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• 11/6/24 EPCDV Networking Event

  • When
    Wednesday, November 06, 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    2 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, November 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. 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