Upcoming Events

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• 11/5/25 EPCDV Networking Event

  • When
    Wednesday, November 05, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    20
  • Registered
    40 registrants

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, November 5, 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 Networking Event Sponsor Tiffany Sutton 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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• 12/3/25 EPCDV Networking Event

  • When
    Wednesday, December 03, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    60

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, December 3, 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 Networking Event Sponsor Francesca Vogel, CSA Homecare Director Partner 925.391.4524 francesca@hilleendale.net    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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• 1/21/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club

  • When
    Wednesday, January 21, 2026
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563

  

  "The Hidden Realm of Financial Crimes in a Digital World"

  Presented by:

  Shawn Bradstreet

  Special Agent in Charge, U.S. Secret Service,

  San Francisco Field Office

  
  

  Uncover how criminals exploit technology, navigate international borders, and manipulate the minds of unwitting victims to steal billions of dollars and launder trillions globally. This presentation sheds light on exposing transnational criminal organizations and combatting this modern threat to protect your clients and our financial system.

  
  

  A Special Thanks to Our Event Sponsor

  

  
  

  
  

  
  

  Philip Crosby

  Attorney

  510.378.0945

  pcrosby@stratagemcounsel.com

  
  

  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 1/19)	$95 / ($105 after 1/19)
  Guest Registration (through 1/19)	$115 / ($125 after 1/19)

  _______________
  

  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
• 2/4/26 EPCDV Networking Event

  • When
    Wednesday, February 04, 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    60

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, February 4, 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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• 2/18/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club

  • When
    Wednesday, February 18, 2026
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563

  

  "Frequent Fiduciary Tax Failures, Flops and Fiascos"

  Presented by:

  John Prokey

  Ramsbacher Prokey Leonard

  -and-

  Justin Miller

  Evercore Wealth Management

  
  

  This program will cover forms fiduciaries often fail to file. The speakers also will mention miscellaneous mistakes made due to misunderstandings, miscommunication, and misinformation. Lastly, the presenters will show why shady and shifty trust shelters should be shut down.

  
  

  
  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 1/19)	$95 / ($105 after 1/19)
  Guest Registration (through 1/19)	$115 / ($125 after 1/19)

  _______________
  

  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
• 3/4/26 EPCDV Networking Event

  • When
    Wednesday, March 04, 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    60

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, March 4, 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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• 3/18/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club

  • When
    Wednesday, March 18, 2026
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563

  

  "Crypto Currency: You Can Run but You Can't Hide"

  Presented by:

  Karen Sugihara, J.D. 

  BNY Wealth

  -and-

  Matt Brady

  Bank of America

  
  

  A Special Thanks to Our Event Sponsor

  
  

  Karen Sugihara, JD

  Director, Regional Fiduciary Manager-CA

  415.613.0777

  karen.sugihara@bnymellon.com

  
  

  
  

  
  

  Ownership of cryptocurrency is on the rise: In 2024, approximately 562 million people owned some form of cryptocurrency, equal to 6.8% of the global population; crypto ownership has increased by 33% since 2023 alone. Cryptocurrency is here to stay, and every advisor needs to have familiarity with this unique alternative asset. This topic is particularly timely as the Trump administration has promised to enact crypto-friendly policies and make the U.S. “the world capital” of digital assets, and recent cases are trending toward deregulation of crypto. This presentation will offer insight into the valuation, taxation, and regulation of crypto; the unique planning opportunities utilizing crypto, and the fiduciary challenges of administering trusts holding crypto.

  
  

  
  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 3/16)	$95 / ($105 after 3/16)
  Guest Registration (through 3/16)	$115 / ($125 after 3/16)

  _______________
  

  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

  

  Show details
• 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
    60

  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.* 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

  

  "Estate Law Updates"

  Presented by:

  Erin Norcia

   Temmerman, Cilley, Kohlmann, & Norcia, LLP

  
  

  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

  

  Show details
• 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
    60

  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

  
  

  Show details
• 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

  

  "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

  
  

  
  

  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
    60

  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