TVEPC 9/7/23 IN PERSON Dinner Meeting! New Location!

PO Box 948, Clayton, CA 94517

T: 925.778.1165   |   F: 925.778.1163   |   E: TriValleyEPC@gmail.com

Our plan, which may change as things evolve, is have the September 7, 2023 and November 2, 2023 meetings in person, with the October meeting on Zoom.  The November meeting will be our joint meeting with Diablo Valley.  In October, we will get together for a social hour at Barnyard Epicurean, also in Danville, on the third Tuesday of the month.

We look forward to seeing you!

-TVEPC Board of Directors

Tri-Valley Estate Planning Council

IN PERSON MEETING

September 7, 2023

6:00pm to 8:00pm 

"Nightmares from Fiduciary Trenches"

Presented by: 

Tim Hyden, Esq.

Hyden Zakheim, LLP

&

Elizabeth Soloway

Soloway Fiduciaries, Inc.

A Special Thanks to Our Wine Sponsor:

info@custommovehaul.com

www.custommovehaul.com

P: (925) 595-5759 

Join Us September 7th

from 6:00pm - 8:00pm

Presentation Summary:

This presentation will focus on learning from entertaining and elucidating stories from fiduciaries and attorneys who have seen it all. Tim and Lisa will give examples from real cases they have had that illustrate best practices for fiduciaries and attorneys alike, and what to do, or not to do in difficult situations for estate planning professionals. 

Learning Objectives:

• Awareness of fiduciary duties and obligations.
• Tools to discuss difficult intransigent cases.
• Evaluating potential risks.

About Our Speakers:

Tim Hyden received his law degree in 1986 from the University of the Pacific and is a practicing attorney license by the State Bar of California. He received his BA degree in Economics from the University of California, Davis.

Mr. Hyden has existing long-term relationships with institutional money managers, investment advisors, and custodians. This allows him to negotiate the best possible money management fees for his clients. Mr. Hyden has extensive probate and probate litigation experience which enables him to work effectively with a client’s attorney.

Lisa Soloway is a California Licensed Professional Fiduciary and owner of Soloway Fiduciaries, Inc. She has been administrating trusts, estates, and Conservatorships for eighteen years. Ms. Soloway is known for handling contentious family administrations and providing trust analyses and accountings for complex matters. Lisa is a long-time member of the Estate Planning Council of Diablo Valley and is Past-President of the board of directors.  She is a proud member of the Professional Fiduciary Association of California, Past President of the East Bay Chapter, and a current board member.  Lisa also sits on the board of Wellspring Educational Services in Walnut Creek and the Regional Center of the East Bay.

The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:

Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals.

Tri-Valley Estate Planning Council | TVEPC.org