5/7/26 TVEPC IN PERSON Dinner Meeting (Thursday, May 07, 2026)

Fri, 08 May 2026 01:00:00 GMT

You Inherit the Problem, Not the House. Navigating Beneficiary-Occupied Trust Real Property from Possession to Sale.

Program Summary

It is not uncommon for beneficiaries to occupy real property owned by a trust, leaving trustees in the difficult position of needing to recover possession before the property can be sold. This presentation brings together two practitioners to address the legal, transactional, and procedural issues that arise at every stage of that process from recovering possession of the property to navigating the trustee’s disclosure obligations in the sale.

About our Speakers

Samantha Sepehr has over 15 years of experience practicing in the areas of elder abuse, trust and probate litigation, and unlawful detainer matters, often representing landlords. Based in Walnut Creek, her practice is concentrated in Contra Costa, Alameda, and Solano Counties, where she regularly handles contested trust matters involving possession, occupancy disputes, and real property issues.

Vahishta Falahati is a Walnut Creek-based real estate attorney with nearly two decades of practice. Drawing on her extensive background in complex real estate disputes, she advises clients on a broad range of real estate matters, including purchase and sale transactions, and brings significant experience litigating issues involving property disclosures and nondisclosures.

Learning Objectives

Understand the options available to trustees seeking possession of trust real property occupied by a beneficiary
Identifying the typical seller disclosures for trustees
Understanding the importance of insurance

A SPECIAL THANKS TO OUR EVENT SPONSOR

Tiffany Sutton

REALTOR® | DRE# 02048623

Certified Probate and Trust Specialist;

Senior Certified Realtor

tiffany@therealtortiff.com

925.854.8079

A SPECIAL THANKS TO OUR WINE SPONSOR

Nikhil Chauhan, CEO and Owner

Right at Home

nikhil.chauhan@raheastbay.com

925.401.5261

Meeting Agenda/Schedule

6:00pm - Check In, Networking & Reception

6:30pm - Sit Down Plated Dinner

6:45pm- Welcome & Announcements

7:00pm- Speaker Presentation

8:00pm- Event Concludes

REGISTRATION COST

Members - $95 | Guests - $115

AFTER 5/5/2025

Members - $105 | Guests - $125

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

TVEPC Annual Meeting & Social @ Rodrique Molyneaux in Livermore (Thursday, June 11, 2026)

Fri, 12 Jun 2026 00:00:00 GMT

PO Box 948, Clayton, CA 94517

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

Tri-Valley Estate Planning council

Annual Meeting & Social

June 11, 2026

5:00pm to 7:00pm

Join Us June 11th at Rodrique Molyneaux located at 3053 Marina Ave, Livermore, CA from 5:00pm - 7:00pm

Enjoy a summer evening in the heart of Livermore Wine Country. Livermore was the first wine region of California and is one of the fastest growing. We’ll be enjoying excellent wines made by one of the most beautiful wineries in the area.

Heavy appetizers will also be on site for you to pair your meal with just the right wine. So, whether your taste runs to Italian reds like Barbara, Primitivo or Sangiovese, or the cooler Chardonnay, Sauvignon Blanc or Rose tickle your palate, we’ve got you covered.

Cost:

TVEPC Members - $30 | Guests - $35

Special Thanks to our Event Sponsor

Jennifer Thaete

Law Offices of Jennifer Thaete, PC

P: (925) 447-0134

Jennifer@thaetelaw.com

Special Thanks to our Wine Sponsor

Kim Cameron-Smith

Fidelitas Law

P: (925) 922-2670

kim@fidelitaslaw.com

Tri-Valley Estate Planning Council upcoming events

5/7/26 TVEPC IN PERSON Dinner Meeting (Thursday, May 07, 2026)

TVEPC Annual Meeting & Social @ Rodrique Molyneaux in Livermore (Thursday, June 11, 2026)