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
"RECOGNIZING & USING “FINANCIAL DISABILITY”: IRC SEC. 6511(h)"
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