Tel: 925.778.1165   |   Fax: 925.778.1163

PAST MEETINGS

September 12, 2013

"Personal Property: An Important & Often Neglected Component of Estate Planning"

Presented by: Silvio M. Coccia & Eileen R. Coccia

Sponsored by: Eldercare Services

 

CLICK HERE for a copy of the presentation

 

October 10, 2013

"Employee to Entrepreneur"

Presented By: Alan Olsen, CPA, MBA

Sponsored By: Joseph J. Blake and Associates

 

November 7, 2013

"What Would You Do if Someone Hacked Into Your Computer or Stole Your Laptop?"

Presented By: Stephanie Sparks, Esq.

Sponsored By: DMW Lifetime Financial Planning

 

January 9, 2014

Annual Joint Council Meeting

@ Blackhawk Auto Museum

Presented By: Mike Robbins

Sponsored By:

LivHome Inc.

Corporate

 

Wells Fargo Private Bank

The Private Bank Home Page

 

February 6, 2014

"Leveraging Large IRAs into Large Charitable Gifts"

Presented By: Bob Lew

Sponsored By: American Heart Association

 

March 6, 2014

"Top 10 Estate Planning Issues for Same-Sex Couples After the Fall of DOMA Section 3"

Presented By: Alma Soongi Beck, Esq., J.D., LL.M

Sponsored By: Fremont Bank Trust

 

April 16, 2014

JOINT  MEETING hosted by EPCDV

"Succession Planning for the Small Professional Services Firm"

Panelists: Timothy Kochis, CFP® and CEO of Kochis Global

Bill Mandel, Esq., Fox Rothschild LLP

Jeff Stegner, CPA - ABV, CVA Armanino LLP

 

May 1, 2014

"How to Avoid Exposing Assets to Creditors in an Estate Plan"

Presented By:  Mark Bostick, J.D., Wendel, Rosen, Black & Dean, LLP

Sponsored By: Security 1 Lending

Talk to a trusted, Reverse Mortgage Expert (800) 659-7971

 

June 5, 2014

June Social at Campo Di Bocce

Sponsored By: Law Office of Jennifer Thaete, PC

 

September 4, 2014

"Recent Developments in Estate and Gift Tax"

Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax), Internal Revenue Service

 

October 2, 2014

"Digital Estate, Social Media & Technology"

Presented by: Tim Maximoff, Shareholder

Hoge Fenton Jones & Appel

Sponsored by: Home Care Assistance

 

November 6, 2014

"Social Security, Medicare & Health Insurance for Divorcing Couples"

Presented by: Suzan Mazzetti, Merrill Lynch Wealth Management and Hazel Bright, HB Resources Insurance Services

Sponsored by: Security 1 Lending

 

NO MEETING December

 

January 8, 2015

Annual Joint Council Meeting"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, PrincipalPioneer Wealth Partners, LLCPremier Sponsors: Home Care Assistance   Wells Fargo

Capital Insight Partners

Mechanics Bank

YOUNGMAN & ERICSSON

Exhibiting Sponsor:

Law Offices of Jennifer Thaete

Joseph J. Blake and Associates

 

February 5, 2015

"Understanding Public Benefits Planning UtilizingMedi-Cal and VA Benefits"Presented by: Kirsten Howe, Law Office of Kirsten Howe Kirsten Howe, Law Office of Kirsten Howe Kirsten Howe, Law Office of Kirsten Howe Kirsten Howe, Law Office of Kirsten HoweSponsored by: Capital Insight Partners

 

March 5, 2015

"Helping Clients with the Emotions of Retirement"Presented by: Libby Palomeque, CFP®, Certified Grief Recovery Specialist, First Republic Private Wealth ManagementSponsored by: East Bay Community Foundation

 

April 22, 2015

JOINT  MEETING hosted by EPCDV"Trust Protectors in Estate and Special Needs Planning"Presented by: Mercy Hall, Myers UrbatschTimothy Kochis, CFP and CEO of Kochis GlobalBill Mandel Esq, Fox Rothschild LLPJeff Stegner, CPA – ABV, CVA Armanino LLPTimothy Kochis, CFP and CEO of Kochis GlobalBill Mandel Esq, Fox Rothschild LLPJeff Stegner, CPA – ABV, CVA Armanino LLPTimothy Kochis, CFP and CEO of Kochis GlobalBill Mandel Esq, Fox Rothschild LLPJeff Stegner, CPA – ABV, CVA Armanino LLPTimothy Kochis, CFP and CEO of Kochis GlobalBill Mandel Esq, Fox Rothschild LLPJeff Stegner, CPA – ABV, CVA Armanino LLP

 

May 7, 2015

"Recent California Case Law and Legislative Developments Affecting Trusts, Estates & Conservatorships"Presented by: Bob Temmerman, Esq. and Mike Jones, CPASponsored by: Redwood Mortgage

 

June 4, 2015

June Social at Campo Di Bocce175 E Vineyard AveLivermore, CA 945507:00pm-9-pm

 

NO MEETING December

 

January 8, 2015

Annual Joint Council Meeting"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, PrincipalPioneer Wealth Partners, LLCPremier Sponsors: Home Care Assistance   Wells Fargo

Capital Insight Partners

Mechanics Bank

YOUNGMAN & ERICSSON

Exhibiting Sponsor:

Law Offices of Jennifer Thaete

Joseph J. Blake and Associates

 

February 5, 2015

"Understanding Public Benefits Planning UtilizingMedi-Cal and VA Benefits"Presented by: Kirsten Howe, Law Office of Kirsten Howe Kirsten Howe, Law Office of Kirsten Howe Kirsten Howe, Law Office of Kirsten Howe Kirsten Howe, Law Office of Kirsten HoweSponsored by: Capital Insight Partners

 

March 5, 2015

"Helping Clients with the Emotions of Retirement"Presented by: Libby Palomeque, CFP®, Certified Grief Recovery Specialist, First Republic Private Wealth ManagementSponsored by: East Bay Community Foundation

 

April 22, 2015

JOINT  MEETING hosted by EPCDV"Trust Protectors in Estate and Special Needs Planning"Presented by: Mercy Hall, Myers UrbatschTimothy Kochis, CFP and CEO of Kochis GlobalBill Mandel Esq, Fox Rothschild LLPJeff Stegner, CPA – ABV, CVA Armanino LLPTimothy Kochis, CFP and CEO of Kochis GlobalBill Mandel Esq, Fox Rothschild LLPJeff Stegner, CPA – ABV, CVA Armanino LLPTimothy Kochis, CFP and CEO of Kochis GlobalBill Mandel Esq, Fox Rothschild LLPJeff Stegner, CPA – ABV, CVA Armanino LLPTimothy Kochis, CFP and CEO of Kochis GlobalBill Mandel Esq, Fox Rothschild LLPJeff Stegner, CPA – ABV, CVA Armanino LLP

 

May 7, 2015

"Recent California Case Law and Legislative Developments Affecting Trusts, Estates & Conservatorships"Presented by: Bob Temmerman, Esq. and Mike Jones, CPASponsored by: Redwood Mortgage

 

June 4, 2015

June Social at Campo Di Bocce175 E Vineyard AveLivermore, CA 945507:00pm-9-pm

 

September 4, 2014

"Recent Developments in Estate and Gift Tax"

Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax), Internal Revenue Service

 

October 2, 2014

"Digital Estate, Social Media & Technology"

Presented by: Tim Maximoff, Shareholder

Hoge Fenton Jones & Appel

Sponsored by: Home Care Assistance

 

November 6, 2014

"Social Security, Medicare & Health Insurance for Divorcing Couples"

Presented by: Suzan Mazzetti, Merrill Lynch Wealth Management and Hazel Bright, HB Resources Insurance Services

Sponsored by: Security 1 Lending

 

NO MEETING December

 

January 8, 2015

Annual Joint Council Meeting

"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

Premier Sponsors:

Home Care Assistance

Wells Fargo

Capital Insight Partners

Mechanics Ban

YOUNGMAN & ERICSSO

Exhibiting Sponsor

Law Offices of Jennifer Thaete

Joseph J. Blake and Associates

 

February 5, 2015

"Understanding Public Benefits Planning Utilizing

Medi-Cal and VA Benefits"

Presented by: Kirsten Howe, Law Office of Kirsten Howe

Sponsored by: Capital Insight Partners

 

March 5, 2015

"Helping Clients with the Emotions of Retirement"

Presented by: Libby Palomeque, CFP®, Certified Grief Recovery Specialist, First Republic Private Wealth Management

Sponsored by: East Bay Community Foundation

 

April 22, 2015

JOINT  MEETING hosted by EPCDV

"Trust Protectors in Estate and Special Needs Planning"

Presented by: Mercy Hall, Myers Urbatsch

Timothy Kochis, CFP and CEO of Kochis Global

Bill Mandel Esq, Fox Rothschild LLP

Jeff Stegner, CPA – ABV, CVA Armanino LLP

 

May 7, 2015

"Recent California Case Law and Legislative Developments Affecting Trusts, Estates & Conservatorships"

Presented by: Bob Temmerman, Esq. and Mike Jones, CPA

Sponsored by: Redwood Mortgage

 

June 4, 2015

June Social at Campo Di Bocce

175 E Vineyard Ave

Livermore, CA 94550

7:00pm-9:00pm

Sponsored By: Law Offices of Jennifer Thaete

Suzan Mazzetti, Merrill Lynch Wealth ManagementandHazel

 

September 10, 2015

"An Overview of the Current Capital Markets, Including the Likely Impact of Global Economic Events and Rising Interest Rates"

Presented by: James H. Lloyd, Vice President, Client Advisor,Bernstein; Todd R. Buechs, Senior Portfolio Management,Bernstein

Thanks to our Wine Sponsor: Sweeney Kovar, LLP

 

October 1, 2015

"Should You Trust a Trust as your Retirement Plan Beneficiary?"

Presented by: Mary Kay Foss, Director, Sweeney, Kovar LLP

Thanks to our Wine Sponsor: East Bay Community Foundation

 

November 5, 2015

"Use of Mediation in Estate Planning, Trust Administration, and Trust, Estate and Conservatorship Disputes"

Presented by: Bette Epstein, Esq., ADR Services

Thanks to our Meeting Sponsor: Mosaic Financial Partners

Suzan Mazzetti, Merrill Lynch Wealth ManagementandHazel Bright, HB Resources Insurance Services

 

NO MEETING December

 

January 7, 2016

"Recent Developments in Estate and Gift Tax"

Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax), Internal Revenue Service

Thanks to our Premier Sponsors:

Wells Fargo

Mechanics Bank

Thanks to our Cocktail Sponsor:

Joseph J. Blake and Associates

 

February 4, 2016

"Treasury Inspector General for Tax Administration (TIGTA) Overview"

Presented by: Rod Ammari, Special Agent in Charge, San Francisco Field Division, Treasury Inspector General for Tax Administration

Thanks to our Wine Sponsor:

The Henry Levy Group

 

March 3, 2016

"Life Insurance as an Asset Class"

Presented by: Richard M. Weber, MBA, CLU, AEP (Distinguished)

Thanks to our Meeting Sponsor:

The American Cancer Society

Thanks to our Wine Sponsor:

Tri-Valley Conservancy

 

April 20, 2016

JOINT  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

 

May 5, 2016

"Special Needs Trusts and Alternatives"

Presented by: Gregory Wilcox, Esq.,  CELA (Certified Elder Law Attorney by the National Elder Law Foundation)

Thanks to our Wine Sponsor:

Tri-Valley Conservancy

 

June 9, 2016

Joint Council Bocce Tournament

6pm - 8pm

Campo Di Bocce

175 E Vineyard Ave

Livermore, CA 94550

Thanks to our Meeting Sponsor:

Syntero Group

 

September 1, 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

 

October 6, 2016

"Overview of Proposed Sec 2704 Regulations"

Presented by: Keith Schiller, Esq.; Schiller Law Group

Thanks to this Month's Meeting Sponsor:

Jon Elfin - - Sagemark Consulting

 

November 3, 2016

“RANSOMWARE, CYBER ATTACKS & HACKING . . . ” Privacy & Data Security Fundamentals for Accounting Professionals

Presented by: Stephanie O. Sparks; Shareholder and Chair of Privacy & Data Security Group at Hoge Fenton

Thanks to this Month's Meeting Sponsor

Bob Jacobs - - Law Offices of Robert B. Jacobs

Suzan Mazzetti, Merrill Lynch Wealth ManagementandHazel Bright, HB Resources Insurance Services

 

NO MEETING December

 

January 5, 2017

"Investment Concerns for Estate Planning Professionals and Their Aging Clients"

Presented by:Tim McCarthy; Author of the Safe Investor: How to Make Your Money Grow in a Volatile Global Economy

Thanks to this Months Event Sponsors

Nancy Aldritt - - Wells Fargo and Patti Barsotti - - Mechanics Bank

 

February 2, 2017

"Use of Trust Protectors in Estate Planning"

Presented by: Kirsten Howe, Esq.; Attorney at Law

Thanks to this Months Meeting Sponsor

Jacob Reid - - Capital Insight Partners  &  Foothill Securities, Inc.

 

March 2, 2017

"Savvy IRA Planning for CPAs, CFPs, Attorneys and other Financial Professionals"

Presented by: Mary “Terry” Allen, CFP®, AWMA; Royal Alliance Associates, Inc.

Thanks to this Month's Meeting Sponsor

 Patrick Cole - - Rotarian Foundation of Livermore

 

April 19, 2017 Joint EPCDV Meeting

“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

 

May 4, 2017

"Planning for Persons with Disabilities: Recent Developments"

Presented by: Kevin Urbatsch; The Urbatsch Law Firm, P.C.

Thanks to this Month's Meeting Sponsor

Greg Finn - - Fremont Bank Trust Dept.

 

June 1, 2017

June is our annual social and networking mixer for the Tri-Valley Estate Planning Council.  No educational programs – just plenty of time to visit.

Pairing Cellars

310 Main St.

Pleasanton, CA 94566

6:00pm to 8:00pm

Thanks to this Month's Meeting Sponsor

Jennifer Thaete - - Law Office of Jennifer Thaete, PC

 

 

September 7th, 2017

"Spendthrift Trusts, Limited Protection for Deadbeat Beneficiarires"

Presented by: Margaret M. Hand
   Meeting sponsored by: David White & Associates

Wine sponsored by: Syntero Group

 

October 5, 2017

Legislative Update/State of the State

Presented by: Catharine Baker, Assemblywoman;  16th Assembly District
 Meeting sponsored by: Bob Jacobs Law Group

 

November 2, 2017

"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
 Meeting sponsored by: Fremont Bank Trust Dept.

 

January 11, 2018

"Recent Developments in Estate and Gift Tax"

Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax); Internal Revenue Service

Sponsored by: Mechanics Bank and Redwood Mortgage

Wine sponsored by: Joseph J. Blake and Associates, Inc.

 

January 22, 2018 5:30pm to 7:30pm

Annual Networking Party hosted by East Bay Estate Planning Council
 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

 

February 1, 2018

"Alameda County Resources for Elder and Dependent Adult Abuse"

Presented by: Stephanie Marsili, Supervisor, Alameda County Adult Protective Service

Cheryl Porcini, Deputy District Attorney, Alameda County District Attorney’s Office, Elder Protection Unit

Kirsten Voyles, Managing Attorney and Elizabeth Combs; Legal Assistance for Seniors

Meeting sponsored by: Law Offices of Phillips & Phillips

 

March 1, 2018

"Undue Influence In Will And Trust Contests Under Probate Code §86"

Presented by: Denise E. Chambliss, Founding Chair, Trust and Estate Litigation Practice Group and

James R. Cummins, Senior Associate; Hoge, Fenton, Jones & Appel

Meeting sponsored by: Senior Helpers

Wine sponsored by: Lewman Law

 

April 25, 2018

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

 

May 3, 2018
 "Estate, Business, Financial and Tax Planning Hypothetical- A Team Approach to Problem Solving"
 Presented by: Allen T. Ratcliffe, Jr., J.D., LL.M. (Taxation)
 Wine Sponsored by: Capital Insight Financial Group

 

June 7, 2018 6:30pm to 8:30pm

Annual June Social @ McNamara's in Dublin
 Meeting Sponsored by: Law Office of Jennifer Thaete
 Wine Sponsred by:  Law Office of Elizabeth Cassidy

 

September 6th, 2018

"What Every Estate Planner Should Know about the Medi-Cal Rules and Planning for Long-Term Care"
 Presented by: Gregory Wilcox, CELA (Certified Elder Law Attorney by the National Elder Law Foundation)

Meeting sponsored by: Law Office of Robert B. Jacobs - - Robert Jacobs, Esq.

Wine sponsored by: Commerce Home Mortgage - - Todd Galde

 

October 4, 2018

"Understanding People to Strategically Network & Manage Time"

Presented by: Elaine Betts; Go Far Consulting
 Meeting sponsored by: Capital Insight Financial Group / Securities America, Inc. - - Jacob Reid
 Wine sponsored by: Spectrum Wealth Partners - - Brad Byrns

 

November 1, 2018

"City National Rochdale Economic Update – 2018 Review & 2019 Preview"
 Presented by: Russell Martin, CFA, CFP®

Meeting sponsored by:  Securities America - - Christian Chukwuma
 Wine Sponsored by: Trutner Law Offices - - Elizabeth Trutner

 

January 10, 2019

"How to Avoid Becoming an Involuntary Participant in Your Client’s Marital Dissolution"

Presented by: John A. Hartog, Principal; Hartog, Baer & Hand, APC

Event sponsored by: Mechanics Bank - - Patti Barsotti
 Cocktails sponsored by: Fremont Bank - - Greg Finn and Joseph J. Blake and Associates, Inc - - Brian Rapela
 Supporting Sponsors: David White & Associates and the Law Office of Elizabeth S. Cassidy

 

February 7, 2019

"The Phases, Framing and best Practices of a Collaborative Negotiation"
 Presented by: Jessica Notini, Principal; Notini Mediation, Facilitation and Training Services
 Meeting sponsored by: Capital Insight Financial Group/Securities America, Inc. - - Jacob Reid
 Wine Sponsored by: Syntero Law Group - - Jean Claude (JJ) Mallein, Jr.

 

March 7, 2019

"Stroke: A Silent Killer, A Conversation with Dr. Paulomi Kadakia Bhalla"
 Presented by: Dr. Paulomi Kadakia Bhalla, Director of TeleNeurology, Stanford Health Care – ValleyCare, Clinical Assistant Professor and Shaké Sulikyan, Executive Director, ValleyCare Charitable Foundation
 Meeting sponsored by: Law Office of Robert B. Jacobs - - Robert Jacobs, Esq.

Wine sponsored by: Wine Sponsorship Available!

 

April 17, 2019

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

 

May 2, 2019
 "Delaware Statutory Trusts: Tax Deferral, Income Generation and Wealth Transfer Planning"
 Presented by: Kirk Dobson, CFP®, ChFC
 Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC.  AIC and David White & Associates are not affiliated.
 Additional products and services may be available through Kirk Dobson or David White & Associates that are not offered through AIC. AIC is not affiliated with the Tri Valley Estate Planning Council.
 Wine Sponsored by: David White & Associates - - Kirk Dobson

June 6, 2019
 Annual June Social @ McNamara's in Dublin
 6:00pm to 8:00pm
 Meeting Sponsored by: Law Office of Jennifer Thaete, PC - - Jennifer Thaete
 Wine Sponsored by: Joseph J. Blake and Associates, Inc. - - Brian Rapela

TEL: 925.778.1165 • fax: 925.778.1163 • TriValleyEPC@gmail.com

po box 948 clayton, ca 94517

 

 

 

©2018 Tri-Valley Estate Planning Council  ׀  Developed by Blue Fox Designs

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TEL: 925.778.1165

fax: 925.778.1163

TriValleyEPC@gmail.com

po box 948 clayton, ca 94517

©2018 Tri-Valley Estate Planning Council

Developed by Blue Fox Designs