May 18th, 2022 - HYBRID
"JPMorgan Guide to the Markets – Rising Rates/Inflation – Effects on a Traditional Investment Portfolio and How to Mitigate Such Risks"
Presented by: Patrick Shannon Sr, CIMA, RMA; Wells Fargo Advisors
Patrick Shannon Jr; Wells Fargo Advisors
Charles Peloquin, CAIA, CIMA; J.P. Morgan Asset Management
Sponsored by: JPMorgan - - Charles Peloquin
Joint EPC Meeting April 20th, 2022 - ZOOM
"Charitable Remainder Trusts: Protect the Value of Appreciated Assets"
Presented by: Kit Mac Nee, CFP®, CSPG®, CRPC®, AEP®
Sponsored by: Bank of America Private Bank - - Kyle Johnston, SVP
March 16th, 2022 - LIVE
"How the UPIA Protects the Fiduciary and Beneficiary"
Presented by: Jonna M. Thomas, J.D., LL.M. - State Bar Certified Specialist Estate Planning, Trust and Probate Law – Vice President Lead Trust Advisor East Bay Region; Wells Fargo Bank
& Tracy S. Regli, J.D. - Founding partner; Acuna-Regli
& Patty Johnson, CFA – Senior Investment Strategist; Wells Fargo Private Bank
February 16th, 2022 - HYBRID
"Cryptocurrency: Opportunity or Problem?"
Presented by: Stephen G. Andrews, President & CEO; Western Bankers Association
Sponsored by: January 19th, 2022 - HYBRID
"Using Technology to Solve Disputed Documents in Probate, Trust, and Financial Elder Abuse Cases"
Presented by: M. Patricia Fisher, M.J., Diplomate; Board of Forensic Document Examiners
November 17th, 2021 - ZOOM
"2021 Proposed Wealth Transfer Tax Changes"
Presented by: Vern Adkins, Associate Attorney and Martin Behn, Associate Attorney; Hopkins & Carley
October 20th, 2021 - LIVE
"Cancer & Your Clients: Increasing Your Understanding of the Impact of a Cancer Diagnosis on Your Clients"
Presented by: Rob Tufel, MSW, MPH, Chief Executive Officer
***September 22nd, 2021 - LIVE
"Post-Proposition 19 Property Tax Planning"
Presented by: Paula Leibovitz Goodwin and Caitlin Carey; Perkins Coie
May 19th, 2021
"Residency and Situs: What Individuals and Trustees Should Consider"
Presented by: S. Victoria Kahn, JD, LLM, TEP, Executive Vice President Nevada Regional Manager; Whittier Trust
Sponsored by: Whittier Trust - - Craig Ayers
Joint EPC Meeting April 21, 2021
"Marketing During Challenging Times"
Presented by: Susan Danzig, Certified Business Development Coach Susan Danzig, LLC
Sponsored by: Dayna Wilson Real Estate Team @ Keller Williams Realty- - Dayna Wilson
Private Foundations & Donor-Advised Funds: Helping Clients Choose the Right Charitable Vehicle" and "Timely Updates on Private Foundations"
Presented by: Jeffrey Haskell, J.D., LL.M., Chief Legal Officer and Kevin Perregaux, Director of Business Development
Foundation Source
Sponsored by: Open Advisors - - Michael Strohl, CFP®
"Spotlight on Professional Responsibility & Technology During Covid-19: What Every Legal Team Needs to Know"
Presented by: Nicole Clark and Michael Swarz Trellis Research
"Advance Directives and POLST, what you need to know…and do."
Presented by: Russ Granich, MD Hospice of the East Bay and Palliative Care of the East Bay
Sponsored by: Bank of America - Private Bank - - Kyle Johnston
October 21st, 2020
"Handling Disputes to Fiduciary Accountings"
Presented by: David Little and Ryan Szczepanik Hartog, Baer & Hand
Sponsored by: Fiduciary Accounting Services, LLC - - Heather Hamilton
"The Trustee’s Tale: What Individual and Corporate Fiduciaries Wish Advisors Would Consider and Discuss with Clients"
Presented by: Karen Sugihara, Senior Vice President, and Senior Regional Fiduciary Manager, Elena V. Toulios, Senior Vice President, and Senior Estate Advisory Specialist, Brett D. Mulberg, Vice President, and Senior Estate Advisory Specialist & Michael Gerson, Senior Vice President, and Senior Wealth Planning Strategist Wells Fargo Private Bank
Sponsored by: Mark Unger, Private Fiduciary LLC
"2020, First the SECURE ACT and Now the CARES ACT, How These Two New Laws Affect Your Retirement Account"
Presented by: Sarah Brenner, JD; Ed Slott and Company, LLC
"Tricky Trust Administration - Navigating Cryptocurrency, Trademarks and Marijuana Trust Assets"
Presented by: Robert Barton, Jamie Herren and Vivian M. Rivera; Holland & Knight LLP
Sponsored by: Zimmerman Wealth Advisory Group LLC - - Geoffrey Zimmerman
February 19th, 2020
"What Estate Planners Need to know about the SECURE Act (Setting Every Community Up for Retirement Enhancement)"
Presented by: Mary Kay Ann Foss, CPA
Sponsored by:
Joint Networking Party Hosted by EBEPC
11th Annual Networking Party
"Update on California Legislation"
Presented by: Rebecca Bauer-Kahan; Assemblymember, District 16
Joint Event Hosted by TVEPC
"Essential and Cutting Edge Strategies in Special Needs Planning"
Presented by: Kevin Urbatsch, The Urbatsch Law Firm P.C. (Certified Specialist in Estate Planning, Trust and Probate Law)
"Estate and Gift Tax Returns and Audits"
Presented by: Keith Schiller, Esq.; Schiller Law Group and Kyle Martin; IRS Group Manager, Estate and Gift Tax
"Updates from the County Assessor's Office"
Presented by: Gus Kramer; Contra Costa County Assessor's Offices
"Criminal Elder Abuse: Tips & Trends"
Presented by: Jill Lynn Henderson, Deputy District Attorney, Lead Attorney Elder and Dependent Abuse; Contra Costa County District Attorney Office
"A Discussion with the Honorable Judge John H. Sugiyama"
Presented by: Honorable Judge John H. Sugiyama and Joseph M. Morrill, Esq.; Morrill Law: Trust and Estate Litigation
Sponsored by: Presidio Bank - - Richard Tong
"Planning Until Sunset: Gift, Estate, GST and Income Tax Planning Strategies Following the 2017 Tax Act"
Presented by: Mark T. Weaver, Esq., Partner; Farella Braun + Martel LLP, San Francisco
"Risks and Opportunities in Concentrated Wealth: Managing For Optimal Results"
Presented by: Tim Kochis CFP®, CEO; Kochis Global
Sponsored by: East Bay Regional Park District - - Juliana Schirmer
2019 Economic and Market Update
Presented by: Michael Yoshikami, Ph.D., CFP®; Destination Wealth Management
Sponsored by: Rubicon Mortgage Fund, LLC. - - Casey Hopkins
*Annual Networking Party Hosted by EBEPC
10th Annual Networking Party
*Annual Joint Event Hosted by TVEPC
"How to Avoid Becoming an Involuntary Participant in Your Client’s Marital Dissolution"
Presented by: John A. Hartog, Principal; Hartog, Baer & Hand, APC
"Anticipating and Addressing the Dilemna Posed by a "Fading" Trustee, or At Least Trying"
Presented by: David W. Baer; Hartog, Baer & Hand. A Professional Corporation
Click Here for the presentation slides
"Proper Handling of Firearms in Trusts and Estates"
Presented by: Joseph F. Fenton, Esq.; Campbell Green, LLP
Update from Sacramento
Presented by: Assemblywoman Catharine Baker
Sponsored by: Union Bank - - Darrell Claridge
"The California End of Life Option Act: Compassionate Death or Assisted Suicide?"
Presented by: Craig L. Judson, Esq.; Bold, Polisner, Maddow, Nelson & Judson, APC
Sponsored by: Francesca Vogel - - Home Care Assistance
“Common U.S. International Tax Issues for Individuals”
Presented by: Jenny C. Lin, J.D., LL.M.; Lin Tax Law
Sponsored by: Dayna Wilson - - Dayna Wilson Real Estate
“Top 5 Business Succession Surprises”
Presented by: John O’Dea, CLU, CExP; Summit Financial Group, LLC
“Update on H.R. 1 The Tax Cuts and Jobs Act”
Presented by: Ray Evans, CPA; RINA Accountancy Corporation
Joint Networking Party Hosted by EBEPC
Joint Event Hosted by TVEPC
"Recent Developments in Estate and Gift Tax"
Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax); Internal Revenue Service
“Special Needs Planning”
Presented by: Jon Elfin, MBA, CRPC; Sagemark Consulting & Herb Thomas, Private Professional Fiduciary; Herb Thomas and Associates
Sponsored by: Greg Finn - - Fremont Bank
“Help Grieving Clients Overcome the Implementation Impasse”
Presented by: Gary P. Gardner, CFP, CeFT; Life Wealth Advisors, Inc.
Sponsored by: Elisabeth Andreason - - Morgan Stanley
"Elder Financial Abuse: How to Spot it, What to do About It"
Presented by: David G. Knitter, J.D.; Knitter & Knitter
May 17th, 2017
“Planning Amid Pending Tax Reform: Review of Federal and California Estate Tax Proposals, and Strategies for Advising Clients”
Presented by: Mark T. Weaver, Esq., Partner; Farella Braun + Martel LLP San Francisco
This Month's Sponsor Michael Strohl, Sagemark Consulting
“Extended Healthcare – Why Not Knowing What You Don’t Know Can Be Catastrophic: an Analysis and Exploration of How to Plan”
Presented by: Evan Loevner, MBA, MPH; CEO Aviva In-Home Care and Colt Stander, MBA; Founder and CEO of Coach & Helper
Sponsored by: Patti Barsotti, CFP®, CWS®, Mechanics Bank
"Undue Influence Through the Eyes of the Victimizer"
Presented by Dr. Glenn Hammel, expert witness who holds a doctorate degree in Clinical Psychology with Post-Doctoral Fellowship training in Neuropsychology.
Sponsored by: Dayna Wilson - Realtor®, SRES®, CSHP®, Keller Williams Realty - East Bay BRE# 01781285
February 15th, 2017
"Enough About Avoiding Probate…, Let’s Avoid Probate Litigation!"
Presented by Hon. Marshall Whitley (Ret.), Mediator and Arbitrator, ADR Services, Inc.; Professor and Director of the LL.M. Programs in Taxation Law and Estate Planning, Trust and Probate Law at Golden Gate University School of Law, San Francisco.
"Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries"
Presented by: Margaret M. Hand, Certified Specialist in Estate Planning, Trust and Probate Law; Principal Hartog, Baer, Hand
Joint Council Meeting Hosted by TVEPC
"Investment Concerns for Estate Planning Professionals and Their Aging Clients"
Presented by: Timothy F. McCarthy, Author of the Safe Investor: How to Make Your Money Grow in a Volatile Global Economy
“Markets’ State of the Union: Update and Current Trends"
Presented by: Dean A. Mioli, CPA/PFS, CIMA, CFP, CLU; Director of Investment Planning at SEI based in Philadelphia
October 19th, 2016
"ILITs-Crummey and Defective Means. . .Fantastic!"
Presented by: Robert E. Burton, LLB, CLU, ChFC, AEP; Burton Insurance Services
"Offshore Asset Protection Trusts"
Presented by: Neal Rubin, MBA; International Custody & Asset Protection Solutions for City National Rochdale Professionals and Jeffrey M. Verdon, Esq.; Jeffrey M. Verdon Law group, LLP
Click Here to download the presentation
Click Here to download the meeting hand out
Joint Social at the Lafayette Veterans Memorial Building with Complimentary Wine, Beer & Heavy Appetizers Featuring Pete Crooks
Lafayette Veterans Memorial Building
May 18th, 2016
"Hidden Land Mines: The Case for Integrating Family Dynamics Into the Planning Process"
Presented by: Richard M. Del Monte, CWC, CFP®; Del Monte Group
Joint Council Meeting Hosted by EPCDV
"Recent Developments in Planning for Persons with Special Needs: Using Trusts and ABLE Accounts"
Presented by: Kevin Urbatsch, J.D., Principal; The Urbatsch Law Firm
"The Future of Valuation Discounts"
Presented by: Espen Robak, CFA, President; Pluris Valuation Advisors
"Estate Planning with Retirement Assets: How Trusteed IRAs May Help"
Presented by: Kelly Milligan, Senior Vice President, Wealth Management Advisor, Merrill Lynch
"Which is More Important in 2015 and Beyond: Reducing Estate Taxes or Reducing Income Taxes or Both?"
Presented by: Walt Tchirkine, CPA; RINA Accountancy Corp.
Joint Council Meeting Hosted by TVEPC
"Recent Developments in Estate and Gift Tax"
Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax), Internal Revenue Service
November 18th, 2015
"Foreign Citizen/Resident Tax Rules and Regulations"
Presented by Leonard Conniff, CPA; Conniff Accountancy Corporation
October 28th, 2015
"Optimal Use of Recent Developments with Estate Planning"Presented by: Keith Schiller, Esq., The Schiller Law Group
"Maximizing Your Social Security Benefits"
Presented by: Susan Mazzetti, CRPC®; Financial Advisor,The Barry & Milligan Group of Merrill Lynch
Come join us from 6pm to 8pm for a special evening of socializing at the Corners Tavern and be amazed by the unique talents of Alvin Lui. We will serve heavy passed hors d'oeuvres and soft drinks.
"Developments in Property Tax and Its Impact on Estate Planning"
Presented by: Kristin Pace, Esq., Donahue Fitzgerald LLP.
"Trust Protectors in Estate and Special Needs Planning"
Presented by: Mercy Hall, Myers Urbatsch.
"Life Insurance as an Un-discovered Asset Class"
Presented by: Dick M. Weber, MBA, CLU, AEP, The Ethical Edge.
Click Here for the Meeting Outline
"Assessing Diminished Capacity and Susceptibility to Undue Influence: Evaluation Tools and Interview Techniques"
Presented by: Virginia Palmer, Wendel Rosen & Dr. Vivian Clayton, Licensed clinical psychologist specializing in geriatric neurpsychology.
Click Here for Presentation Slides
"The 4 Pillars of Marketing Success for Estate Planning Professionals"
Presented by: Carolyn Higgins, Fortune Marketing
Joint Council Meeting Hosted by TVEPC
"The Future of Trusts, Wills & Estate Planning: Predictions from Futurist Jonathan G. Blattmachr that May Impact Your Clients' Income, Wealth and Lifestyle"
Presented by: Jonathan Blattmachr, JD, Principal, Pioneer Wealth Partners, LLC
"How To Avoid Needlessly Exposing Your Client’s Assets To Creditors In an Estate Plan"
Presented by: Mark Bostick, Partner, Wendel, Rosen, Black & Dean
"The New Biology: What do Estate Planners Need to Know About Assisted Reproduction"
Presented by: David Horton and Lisa C. Ikemoto, Law Professors, UC Davis
"Through the Economic and Financial Markets Wormhole"
Presented by: Brian Pretti, Capital Planning Advisors
Click Here for Presentation Slides
Come out and catch some fun at the Oakland O.Co Coliseum to see the Oakland A's take on the Texas Rangers for 9 innings of fun and excitement.
May 21st, 2014
"Copyright Recapture: Advising on the Forgotten Asset"
Presented By Dawn Newton, Partner at Donahue Fitzgerald, LLP
April 16th, 2014
Joint Council Meeting Hosted by EPCDV
"Succession Planning for the Small Professional Services Firm"
Moderator: Norman Boone MBA, CFP®
Panelists: Timothy Kochis, CFP® and CEO of Kochis Global, Bill Mandel Esq, Fox Rothschild LLP and Jeff Stegner, CPA – ABV, CVA Armanino LLP
"The Importance of Clinically Focused Advanced Directives"
Presented by: Sara Stephens, RN, Director of Clinical Care at Good Medicine
Click Here to view the presentation
"Secrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy"
Presented by: Justin Miller, J.D., LL.M., CFP®, National Wealth Strategist
"The Collapsing Policy and Other Insurance Disasters: How to Cope in a Changing Environment"
Presented by: Frank R. Acuña, partner of Acuña, Regli & Klein, LLP
"The ABC’s of Modifying Existing Estate Plans in a Post-ATRA Environment"
Presented by: Timothy Smallsreed, Partner at
Wendel, Rosen, Black & Dean LLP
"Advanced Estate Planning in a Volatile
Environment: Issues and Options"
Presented by: William P. Fuller Partner at Hanson Bridgett
"It's a Whole New World: Planning for Same-Sex Couples after the Demise of DOMA"
Presented by: Susan von Herrmann, Partner at
Schiff Hardin LLP