Upcoming Events

    • Wednesday, May 07, 2025
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 19
    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, May 7, 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


    Jessica Colbert, Esq.

    925.943.2740

    jessica@absolutetrustcounsel.com

    www.absolutetrustcounsel.com


    BECOME AN EPCDV MEMBER TODAY



    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS


    Estate Planning Council Diablo Valley | EPCDV.org


    • Wednesday, May 21, 2025
    • 5:30 PM - 8:00 PM
    • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
    Register

    "Plans That Work for Families that Don't"

    Presented by:

    John A. Hartog, Esq.
    Hartog Baer Zabronsky

    _______________


    A Special Thanks to Our Event Sponsor


    Kyle Johnston, Esq.

    kyle.johnston@bofa.com

    www.privatebank.bankofamerica.com/

     (925) 658-9770

    _______________


    Presentation Summary:

    Estate planning for families who own businesses and other significant assets often present difficulties rooted in the family’s internal dynamics and psychological issues.  The very act of estate planning may upset the delicate balance that a family has developed over decades to keep their family business functioning. Strong emotions, often suppressed for a lifetime, may emerge for testators contemplating their legacies and for beneficiaries contemplating their futures.  Death and grief can release suppressed emotions that fuel legal actions by survivors, which in turn can erode the value of the business more effectively than any tax or competition.


    About Our Speaker:

    John Hartog is a principal at Hartog Baer Zabronsky (HBZ) specializing in private wealth services.  HBZ is a full service trust and estates firm, from estate and tax planning through litigation and tax dispute resolution.  It represents individuals and fiduciaries with ultra high net worth estates and/or unique assets. Mr. Hartog has served on the Executive Committee of the Trust and Estates section of the California Lawyers Association.


    Mr. Hartog is a fellow of the American College of Trust and Estate Counsel and certified by the California Board of Legal Specialization as a Specialist in Taxation Law and in Estate Planning, Trust and Probate Law.  Mr. Hartog also serves as a mediator in trusts and estates disputes.

      




    _______________

    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 5/19)  $90 / ($100 after 5/19)
     Guest Registration (through 5/19)  $110 / ($120 after 5/19)

    _______________

    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!


    Complimentary Networking Event @ Headlands Brewery

    Wednesday, May 7, 2025 from 4pm to 6pm

    • Wednesday, June 04, 2025
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 38
    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, June 4, 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


    Anne Shim, AEP®, CFP®, EA

    323-327-7829

    ashim@masonlifeplanning.com

    www.masonlifeplanning.com



    BECOME AN EPCDV MEMBER TODAY



    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS


    Estate Planning Council Diablo Valley | EPCDV.org


Past Events

Wednesday, April 23, 2025 4/23/25 Estate Planning Council of Diablo Valley JOINT COUNCIL Dinner Meeting ORINDA COUNTRY CLUB
Wednesday, April 02, 2025 4/2/25 EPCDV Networking Event
Wednesday, March 19, 2025 3/19/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting ORINDA COUNTRY CLUB
Wednesday, March 05, 2025 3/5/25 EPCDV Networking Event
Wednesday, February 19, 2025 2/19/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting ORINDA COUNTRY CLUB
Wednesday, February 05, 2025 2/5/25 EPCDV Networking Event
Wednesday, January 15, 2025 1/15/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION - Orinda Country Club
Wednesday, December 04, 2024 12/4/24 EPCDV Networking Event
Wednesday, November 06, 2024 11/6/24 EPCDV Networking Event
Wednesday, October 16, 2024 10/16/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION - Orinda Country Club
Wednesday, October 02, 2024 10/2/24 EPCDV Networking Event
Wednesday, September 18, 2024 9/18/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION - Orinda Country Club
Wednesday, September 04, 2024 9/4/24 EPCDV Networking Event
Wednesday, August 07, 2024 8/7/24 EPCDV Networking Event
Wednesday, June 05, 2024 6/5/24 EPCDV Networking Event
Wednesday, May 15, 2024 5/15/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting
Wednesday, May 01, 2024 5/1/24 EPCDV Networking Event
Wednesday, April 17, 2024 4/17/24 Estate Planning Council of Diablo Valley JOINT COUNCIL Dinner Meeting
Wednesday, April 03, 2024 4/3/24 EPCDV Networking Event
Wednesday, March 20, 2024 3/20/24 Estate Planning Council of Diablo Valley *NEW LOCATION* IN PERSON Dinner Meeting
Wednesday, March 06, 2024 3/6/24 EPCDV Networking Event
Wednesday, February 21, 2024 2/21/24 Estate Planning Council of Diablo Valley *NEW LOCATION* IN PERSON Dinner Meeting
Wednesday, February 07, 2024 2/7/24 EPCDV Networking Event
Wednesday, January 17, 2024 1/17/24 Estate Planning Council of Diablo Valley *NEW LOCATION* IN PERSON Dinner Meeting
Wednesday, December 06, 2023 12/6/23 EPCDV Networking Event
Wednesday, November 01, 2023 11/1/23 EPCDV Networking Event
Wednesday, October 18, 2023 10/18/23 Estate Planning Council of Diablo Valley IN PERSON Meeting
Wednesday, October 04, 2023 10/4/23 EPCDV Networking Event
Wednesday, September 27, 2023 9/27/23 Estate Planning Council of Diablo Valley IN PERSON Meeting
Wednesday, September 06, 2023 9/6/23 EPCDV Networking Event
Wednesday, August 02, 2023 8/2/23 EPCDV Networking Event
Wednesday, July 05, 2023 7/5/23 EPCDV Networking Event
Wednesday, June 07, 2023 6/7/23 EPCDV Networking Event
Wednesday, May 17, 2023 5/17/23 Estate Planning Council of Diablo Valley IN PERSON Meeting
Wednesday, May 03, 2023 5/3/23 EPCDV Networking Event
Wednesday, April 19, 2023 4/19/23 Estate Planning Council of Diablo Valley IN PERSON Joint Council Meeting
Wednesday, April 05, 2023 4/5/23 EPCDV Networking Event
Wednesday, March 15, 2023 3/15/23 EPCDV General Meeting
Wednesday, March 01, 2023 3/1/23 EPCDV Networking Event
Wednesday, February 15, 2023 2/15/23 EPCDV General Meeting
Wednesday, February 01, 2023 2/1/23 EPCDV Networking Event
Wednesday, January 18, 2023 1/18/23 EPCDV General Meeting
Wednesday, January 11, 2023 Date Changed 1/11/23 EPCDV Networking Event
Wednesday, December 07, 2022 12/7/22 EPCDV Networking Event
Wednesday, November 16, 2022 11/16/22 EPCDV General Meeting
Wednesday, November 02, 2022 11/2/22 EPCDV Networking Event
Wednesday, October 19, 2022 10/19/22 EPCDV General Meeting
Wednesday, October 12, 2022 10/12/22 EPCDV Networking Event
Wednesday, September 21, 2022 9/21/22 EPCDV General Meeting

The Council typically meets at the on the third Wednesday of each month, September through May unless noted otherwise*. Members and their guests enjoy a relevant speaker in the field of Estate Planning.

ZOOM Schedule
4:00pm- Networking
4:25pm- Welcome/Announcements and Message from the Sponsor and Attendee Introductions
4:45pm- Speaker Presentation
6:00pm- Meeting Close

IN PERSON Schedule
6:00pm- Networking
6:30pm- Dinner, Welcome/Announcements and Message from the Sponsor & Attendee Introductions
7:00pm Speaker Presentation
8:00pm- Meeting Close

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