The general council meets 6 times per year at Scott's Seafood in Jack London Square. This year the first three meetings September – November are scheduled on the later part of the month. February, March and May are held on the second Mondays. Networking events and joint meetings are held at other locations and times.

To register for a meeting or event, click here!

May 11, 2020 6:00PM to 7:00pm - Zoom Webinar
"Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!"
Presented by: Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®; BNY Mellon
Meeting Sponsored By: Mason & Associates, Inc. - - Sun Anne Shim
WIne Sponsored By: Elevated Living Network/Coldwell Banker Global Luxury - - Steven Minchen

"Estate Planning for the LGBT Community and Unmarried Families"
Presented by: Deb L. Kinney, JD, Certified Specialist in Estate Planning, Trust and Probate Law
& Ron Peoples, JD; Johnston Kinney & Zulaica LLP
Meeting Sponsored By: Prospettiva Financial - - Sean Fletcher
Wine Sponsored by: Elevated Living Network/Coldwell Banker Global Luxury - - Steven Minchen

February 10, 2020 6:00pm to 8:30pm
"Investments in Qualified Opportunity Zones – An Overview and Issues for Estate Planners"
Presented by:Christopher Karachale, Partner; Hanson Bridgett LLP
Meeting Sponsored by: East Bay Community Foundation - - Christine Lim
Wine Sponsored by: Elevated Living Network/Coldwell Banker Global Luxury - - Steven Minchen

January 21, 2020 5:30pm to 7:30pm
11th Annual Networking Party
East Bay Community Foundation
353 Frank H. Ogawa Plaza, Plaza A Room
Event Sponsored by: Wells Fargo Private Bank - - Nancy Aldritt
Wine Sponsored by: Mowat, Mackie & Anderson, LLP - - Nancy Ng
Cuisine Sponsors: IMT Associates - - Meredith Taylor
First Republic Trust Company - - Margaret Zywicz
Seiler LLP - - Elizabeth Sevilla
Mason & Associates, Inc. - - Sun Anne Shim

*November 4, 2019* 6:00pm to 8:30pm
"Planning for Long Term Care Medi-Cal: What’s New, What’s Not, and A Special Warning About Special Needs Trusts"
Presented by: Peter S. Stern, Esq.; Law Office of Peter S. Stern
Meeting Sponsored By: Mowat Mackie and Anderson - - Alex Claypool
Wine Sponsored By: Wetherby Asset Management - - David Ferguson

*October 7, 2019* 6:00pm to 8:30pm
"Branding Through Authenticity: How Being You Is Becoming The Best Way To Market"
Presented by: David Mitroff, Ph.D.; Piedmont Avenue Consulting, Inc.
Meeting Sponsored By:
Wine Sponsored By: Remax Accord - - Mark Shaw

September 9, 2019 6:00pm to 8:30pm
"Facilitating Client Meetings: What Could Go Wrong?"
Presented by: Richard Del Monte, CWC, CFP®; Del Monte Group, LLC
Meeting Sponsored By:
Wine Sponsored By: Prospettiva Financial - - Sean Fletcher

May 13, 2019 6:00PM to 8:30pm
"ILITs-Crummey and Defective Means. . .Fantastic!"
(And Still a Powerful and Effective Estate Planning Tool)
Presented by: Robert E. Burton, LLB, CLU, ChFC, AEP; Burton Insurance Services
Meeting and WIne Sponsored By: Campbell Green LLP - - Phillip Campbell

April 17, 2019 6:00pm to 8:00pm
*Annual Joint Event Hosted by EPCDV
"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

March 11, 2019 6:00pm to 8:30pm
"Retirement Distributions – Early, Timely and Late"
Presented by: Mary Kay Foss, CPA
Meeting Sponsored By: IMT Associates - - Meredith Taylor
Wine Sponsored by: Weatherby Asset Management - - David Ferguson

February 11, 2019 6:00pm to 8:30pm
"Drafting Charitable Remainder Trusts with an Eye to the Future"
Presented by: Bill Knox; TIAA-CREF Kaspick
Meeting Sponsored by:  East Bay Community Foundation - - Christine Lim
Wine Sponsored by: Remax Accord - - Mark Shaw

January 24, 2019 5:30pm to 7:30pm
10th Annual Networking Party
Bring Business Cards For Networking & Many Fabulous Door Prizes
Drawings are at 6:00pm and 7:00pm
Meeting Sponsored by: Mechanics Bank - - Tina Papucci
Wine Sponsored by: Mason & Associates, Inc. - - Sun Anne Shim
Cuisine Sponsors: IMT Associates - - Meredith Taylor
                                 Mowat Mackie & Anderson - - Nancy Ng
                                 Golden State Pooled Trust - - Stephen W. Dale
                                 Joy Soulier & Associates - - Joy Soulier
                                 UCSF Benioff Children's Hospitals Foundation - - Tina Hurley

January 10, 2019 6:00pm to 8:00pm
*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

No Meeting in December

November 5, 2018 6:00pm to 8:30pm
"What’s Next? Tax Outlook Following Tax Reform"
Presented by: Mary Duffy, CPA, Managing Director, National Tax Office; Andersen Tax
Meeting Sponsored By: Mowat Mackie & Anderson - - Alexis Claypool

October 15, 2018 6:00pm to 8:30pm
"Social Security: Potential Strategies for Maximizing Benefits"
Presented by: Susan Mazzetti, CRPC, CPFA; The Barry & Milligan Group, Merrill Lynch Wealth Management
Meeting Sponsored By: Retirement Funding Solutions - - Tim Pederson
Wine Sponsored By: Home Care Assistance - - Colleen Collins

September 10, 2018 6:00pm to 8:30pm
"Low Interest Rate Gift Planning"
Presented by: William Finestone, Esq.; Blank Rome, LLP
Meeting Sponsored By: Mason & Associates Inc. - - Sun Anne Shim
Wine Sponsored By: Prospettiva Financial - - Sean Fletcher
Click Here to see Gerry's handout

May 7, 2018 6:00pm to 8:30pm
"Major Mistakes Made by Multi-Millionaire Millennials"
Presnted by: Justin Miller, J.D., LL.M., TEP, AEP®, CFP®; BNY Mellon

April 25, 2018 6:00pm to 8:00pm
*Annual Joint Event Hosted by EPCDV
"Common U.S. International Tax Issues for Individuals" 
Presented by: Jenny C. Lin, J.D., LL.M.; Lin Tax Law

March 12, 2018 6:00pm to 8:30pm
"International Considerations in Estate Planning"
Presented by: Yulissa Zulaica, JD, LLM, TEP and Deb L. Kinney, JD; Johnston, Kinney and Zulaica, LLP

No Meeting in December

February 12, 2018 6:00pm to 8:30pm
"Estate Planning in Anticipation of Post Death Litigation"
Presented by: John A. Hartog, Esq.; Hartog, Baer & Hand, Inc

January 22, 2018 5:30pm to 7:30pm
Annual Networking Party
Join Us For Great Company, Refreshments and Hors D’ Oeuvres
Bring Business Cards For Networking & Many Fabulous Door Prizes Drawings at 6:00pm and 7:00pm.

January 11, 2018 6:00pm to 8:00pm
*Annual Joint Event Hosted by TVEPC
"Recent Developments in Estate and Gift Tax"
Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax); Internal Revenue Service

November 13, 2017 6:00pm to 8:30pm
Presented by: Lisa Powers, CPA; M.S., Law of Taxation; Powers Accountancy Corporation

October 16, 2017 6:00pm to 8:30pm
"On the Lookout for Undue Influence"
Presented by: Jeffrey Galvin, JD; Downey Brand LLP

September 11, 2017 6:00pm to 8:30pm
"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 

May 8, 2017 6:00pm to 8:30pm
"Best Practices and Innovations to Smooth Trust Administration and Speed Real Property Sales"
Presented by:Craig Ackerman, MBA, Certified Residential Specialist (CRS); Ackerman Realty Group

March 13, 2017 6:00pm to 8:30pm
“Control: An Estate Planning Attorneys’ Practice Guide”
Presented by: Teo Ernst, Psy.D.; Teo Ernst Psychological Services Inc.

February 13, 2017 6:00pm to 8:30pm
"Guiding Clients through the Maze of Digital Assets and Social Media"
Presented by: Helen Christakos; Alston & Bird LLP 
and Sarah Copeland; Wetherby Asset Management

January 23, 2017 5:30pm to 7:30pm
Eighth Annual Networking Party
at East Bay Community Foundation,200 Frank H. Ogawa Plaza, Oakland, CA 94612

No Meeting in December

November 14, 2016 6:00pm to 8:30pm
"Investing for a Fiduciary"
Presented by: Bryan Kirk, Managing Director & Trust Counsel; Fiduciary Trust International of California

October 17, 2016 6:00pm to 8:30pm
"Recent Developments in Special Needs Planning: ABLE Accounts, Military Benefits, and More"
Presented by: Kevin Urbatsch; The Urbatsch Law Firm, P.C.

September 12, 2016 6:00pm to 8:30pm
"The Forgotten Asset: Copyright Law for Estate Planners"
Presented by: Dawn Newton, Esq. and Daniel J. Schacht, Esq.; Donahue Fitzgerald LLP

May 9, 2016 6:00pm to 8:30pm
"Empirical Studies of Probate Court"
Presented by: Prof. David Horton; UC Davis School of Law (King Hall)

March 14th, 2016 6:00pm to 8:30pm
"Charitable RemainderTrusts Are Back"
Presented by: Andrea Kushner Ross & Steve S. Schilling; CFA from Bernstein Global Wealth Management

February 8, 2016 6:00pm to 8:30pm
"Estate Planning Scams and the California Long-Term Care System"
Presented by: Prescott Cole; California Advocates for Nursing Home Reform

No Meeting in December

November 16, 2015 6:00pm to 8:30pm
"Good intentions can often lead to unintended consequences"
Presented by: Jeffrey Haskell; Foundation Source

October 19, 2015 6:00pm to 8:30pm
“Digital Estate, Social Media & Technology”
Presented by: J. Timothy Maximoff; Hoge Fenton Jones & Appel

September 28, 2015 6:00pm to 8:30pm
"Business Succession Planning for Founders and Senior Partners"
Presented by: Bill Mandel; Fox Rothchild, LLP