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 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