Estate Planning Council of Diablo Valley upcoming events

4/22/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club (Wednesday, April 22, 2026)

Thu, 23 Apr 2026 01:00:00 GMT

"So Easy (To Fall Behind):

Estate Law Updates to Fill Your Mind"

Presented by:

Erin Norcia, James P. Cilley and

Hengameh Kishani

Temmerman, Cilley, Kohlmann, & Norcia, LLP

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.

Learning Objectives

Participants will learn about recent developments in the area of California Trusts and Estates law.
Participants will see how real world application of estate planning principles impact litigation.
Participants will learn about new tax issues that may be relevant for their clients.

About Our Speakers

Erin A. Norcia is a partner at Temmerman, Cilley, Kohlmann & Norcia, LLP. She is a trial attorney with a concentration on trust, probate, fiduciary, and conservatorship litigation. She also does estate planning and trust and probate administrations. In 2019, Erin was elected to the California Lawyers Association Trusts and Estates Executive Committee of which she will serve as Chair next year. In 2022, Erin was selected as a Fellow of the American College of Trust and Estate Counsel. Ms. Norcia also served as an Adjunct Professor of the Wills & Trusts Course at Santa Clara University School of Law.

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.

Hengameh Kishani is a partner at Temmerman, Cilley, Kohlmann & Norcia, LLP. Hengameh’s practice focuses on trust and estate litigation, where she handles cases from pre-litigation through trial. She also serves on the board of the Contra Costa County Bar Association and is vice-president of the Tri-Valley Estate Planning Council.

A Special Thanks to Our Event Sponsor

Francesca Vogel, CSA

Homecare Director Partner

925.391.4524

francesca@hillendale.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*

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Member Registration (through 4/20)	$95 / ($105 after 4/20)
Guest Registration (through 4/20	$115 / ($125 after 4/20)

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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

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5/6/26 EPCDV Networking Event (Wednesday, May 06, 2026)

Wed, 06 May 2026 23:00:00 GMT

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

5/20/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club (Wednesday, May 20, 2026)

Thu, 21 May 2026 01:00:00 GMT

"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

Presentation Summary

The presentation covers advanced tax-related strategies for real estate property including 1031 exchanges, 1031-721 exchanges, Opportunity Zones, Charitable Remainder Trusts, and tax-qualified oil and gas drilling. Each strategy addresses the challenges of managing significant capital gains and estate tax exposure associated with high-value properties. Through real-world case studies, Rich Arzaga offers actionable insights into preserving wealth and optimizing tax outcomes.

Learning Objectives

Participants will learn the primary tax-advantaged strategies available for highly appreciated real estate.
Participants will learn how each strategy may help mitigate capital gains and estate tax exposure.
Participants will learn how these strategies can be applied in practice through case-based planning examples.

About Our Speaker

Rich Arzaga, CFP®, CCIM, is the founder and CEO of The Real Estate Whisperer® Financial Planning, an advice-only firm that specializes in financial planning for people who own rental property and other directly held real estate. He is known for helping clients evaluate buy-sell-hold decisions, tax-reduction strategies for highly appreciated property, real estate succession planning, and rental property cash-flow analysis. Rich has been recognized in publications including The Wall Street Journal, The New York Times, Newsweek, Kiplinger, and the Journal of Financial Planning, and he has taught in the personal financial planning programs at UC Berkeley and UC Santa Cruz.

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*