September 12, 2013
"Personal Property: An Important & Often Neglected Component of Estate Planning"
Presented by: Silvio M. Coccia & Eileen R. Coccia
Sponsored by: Eldercare Service
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
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
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
January 8, 2015
"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 and Mechanics Bank
Cocktail Sponsors: Capital Insight Partners and YOUNGMAN & ERICSSON
Exhibiting Sponsors: Law Offices of Jennifer Thaete and 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 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
"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 and
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
Sponsored By: Law Offices of Jennifer Thaete
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
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
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 and Suzan Mazzetti, Merrill Lynch Wealth ManagementandHazel Bright, HB Resources Insurance Services
Sponsored by: Mosaic Financial Partners
January 7, 2016
"Recent Developments in Estate and Gift Tax"
Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax), Internal Revenue Service
Premier Sponsors: Wells Fargo and Mechanics Bank
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
Wine Sponsor: The Henry Levy Group
March 3, 2016
"Life Insurance as an Asset Class"
Presented by: Richard M. Weber, MBA, CLU, AEP (Distinguished)
Sponsored by: The American Cancer Society
Wine Sponsor: Tri-Valley Conservancy
April 20, 2016
"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)
Wine Sponsor: Tri-Valley Conservancy
June 9, 2016
Joint Council Bocce Tournament
Sponsored by: 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
Sponsored by: 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 and
Suzan Mazzetti, Merrill Lynch Wealth ManagementandHazel Bright, HB Resources Insurance Services
Sponsored by: Bob Jacobs - - Law Offices of Robert B. Jacobs
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
Premier Sponsors: Wells Fargo and Mechanics Bank
February 2, 2017
"Use of Trust Protectors in Estate Planning"
Presented by: Kirsten Howe, Esq.; Attorney at Law
Sponsored by: 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.
Sponsored by: 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.
Sponsored by: Greg Finn - - Fremont Bank Trust Dept.
June 1, 2017
Annual Social @ Pairing Cellars, Pleasanton
Sponsored by: Jennifer Thaete - - Law Office of Jennifer Thaete, PC
September 7th, 2017
"Spendthrift Trusts, Limited Protection for Deadbeat Beneficiaries"
Presented by: Margaret M. Hand
Sponsored by: David White & Associates
Wine Sponsor: Syntero Group
October 5, 2017
Legislative Update/State of the State
Presented by: Catharine Baker, Assemblywoman; 16th Assembly District
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
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
Cocktail Sponsor: Joseph J. Blake and Associates, Inc.
January 22, 2018
Annual Networking Party hosted by East Bay Estate Planning Council @ East Bay Community Foundation, Oakland
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
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
Sponsored by: Senior Helpers
Wine Sponsor: 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 Sponsor: Capital Insight Financial Group
June 7, 2018 6:30pm to 8:30pm
Annual June Social @ McNamara's in Dublin
Sponsored by: Law Office of Jennifer Thaete
Wine Sponsor: 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)
Sponsored by: Law Office of Robert B. Jacobs - - Robert Jacobs, Esq.
Wine Sponsor: Commerce Home Mortgage - - Todd Galde
October 4, 2018
"Understanding People to Strategically Network & Manage Time"
Presented by: Elaine Betts; Go Far Consulting
Sponsored by: Capital Insight Financial Group / Securities America, Inc. - - Jacob Reid
Wine Sponsor: Spectrum Wealth Partners - - Brad Byrns
November 1, 2018
"City National Rochdale Economic Update – 2018 Review & 2019 Preview"
Presented by: Russell Martin, CFA, CFP®
Sponsored by: Securities America - - Christian Chukwuma
Wine Sponsor: 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
Premier Sponsor Mechanics Bank
Cocktails Sponsors: Fremont Bank and Joseph J. Blake and Associates, Inc
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
Sponsored by: Capital Insight Financial Group/Securities America, Inc. - - Jacob Reid
Wine Sponsor: 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
Sponsored by: Law Office of Robert B. Jacobs - - Robert Jacobs, Esq.
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 Sponsor: David White & Associates
June 6, 2019
Annual June Social @ McNamara's in Dublin
Sponsored by: Law Office of Jennifer Thaete, PC - - Jennifer Thaete
Wine Sponsor: Joseph J. Blake and Associates, Inc. - - Brian Rapela
September 5th, 2019
"Facilitating Client Family Meetings: What Could Go Wrong?"
Presented by: Richard Del Monte, CWC, CFP®
Sponsored by: David White & Associates - - Kirk Dobson, CFP®, ChFC, ChSNC
Wine Sponsor: Cynthia L. M. Brown, CPA, Inc. - - Cynthia Brown, CPA
***October 10, 2019
"Implications of Qualified Opportunity Zone Investment for Estate Planning"
Presented by: Tim Tikalsky, CPA, CCIM; RINA and W. Stephen Wilson, Of Counsel, Withers Bergman LLP
Sponsored by: Retirement Funding Solutions - - Richard San Vicente
Wine Sponsor: Law Office of Elizabeth S. Cassidy - - Elizabeth Cassidy, Esq.
November 7, 2019
"2020 Economic Forecast: The Fed's Perspective"
Presented by: Liz Laderman; Federal Reserve Bank of San Francisco
Sponsored by: Securities America - - Christian Chukwuma
Wine Sponsor: Law Offices of Phillips & Phillips, APC - - Katelyn Phillips
***January 9, 2020
"Essential and Cutting Edge Strategies in Special Needs Planning"
Presented by: Kevin Urbatsch, The Urbatsch Law Firm P.C. (Certified Specialist in Estate Planning, Trust and Probate Law)
Premier Sponsors: Fremont Bank and Phillips Bonding and Insurance Agency, Inc.
Cocktails Sponsor: Home Care Assistance
January 21, 2020
Joint Networking Party Hosted by the East Bay Estate Planning Council @ East Bay Community Foundation, Oakland
February 6, 2020
"The Silver Tsunami and Diminished Capacity"
Presented by: Dr. Jim McCabe; Eldercare Resources
Sponsored by: Spectrum Wealth Partners
Wine Sponsor: Capital Insight Financial Group/Securities America, Inc. - - Jacob Reid
March 5, 2020
"How To Avoid Going Broke If You Need Nursing Home Care: The Medi-Cal Option"
Presented by: Gene Osofsky, Esq.
Sponsored by: Capital Insight Financial Group / Securities America, Inc. - - Jacob Reid
Wine Sponsor: Hoge Fenton Jones & Appel - - Denise Chambliss
April 22, 2020
Annual Joint Event hosted by the Estate Planning Council of Diablo Valley
MEETING HAS BEEN CANCELLED
May 7, 2020 - ZOOM Webinar
“An Advanced Review of Qualified Retirement Plans Under Current Law and the New Secure Act”
Presented by: Adam Zuro; Nicholas Pension Consultants
Sponsored by: Cynthia L. M. Brown, CPA, Inc. - - Cynthia Brown, CPA
September 3, 2020 - ZOOM Webinar
“What Every Estate Planner Should Know About Family Law”
Presented by: Garrett C. Dailey, Esq.
Sponsored by: Law Offices of Phillips & Phillips - - Katelyn M. Phillips
October 1, 2020 - ZOOM Webinar
“Retirement Distributions: Early, Timely and Late”
Presented by: Mary Kay Foss, CPA
November 5, 2020 - ZOOM Webinar
“Estate Planning and Proposition 13: Basics, Problems & Solutions”
Presented by: Michael T. Lebeau, Partner; Bewley, Lassleben & Miller, LLP
Sponsored by: Square One Financial - - Thomas Kerrins
January 13, 2021 - ZOOM Webinar
“California’s Economic Outlook”
Presented by: Irena Asmundson, Chief Economist, California Department of Finance
Sponsored by: Fremont Bank - - Greg Finn
March 4, 2021 - ZOOM Webinar
“Landlord & Tenant Issues in Trusts & Estates”
Presentation: Daniel Bornstein, Esq.; Bornstein Law
Sponsored by: Law Office of Jennifer Thaete, PC - - Jennifer Thaete
May 6, 2021 - ZOOM Webinar
“How to Get Rid of a Dead Body”
Presented by: Daniel C. Kim, Esq.; Weintraub Tobin
Sponsored by: Absolute Trust Councel, PC - - Madison Gunn
September 9, 2021 - ZOOM Webinar
“Heave Ho! How To Oust "Whoever" From Estate, Trust, and Conservatorship Real Property”
Presented by: Julie R. Woods, Esq.
Sponsored by: Keller Williams Tri-Valley Realty - - Yun Tong
October 7, 2021 - ZOOM Webinar
"Prop 19: What Property Tax Laws It Changed & What to Do Now"
Presented by: : Bradley R. Marsh, Greenberg Tauring & Paul LaMartina; Jeffer Mangels Butler & Mitchell
November 4, 2021 - ZOOM Webinar
“How Much is Too Much? Trustee Compensation and an Analysis of California Rules of Court 7.776”
Presented by: Josh Yager, Esq., CFP, ChFC; Anodos
January 13, 2022
“Fakes, Frauds, and Forgeries: Protect Against the F-Word(s)”
Presented by: Tyson E. Hubbard, Esq.; Downey Brand LLP and Joseph G. Merydith; Integrated Forensic Services, LLC
February 3, 2022 - ZOOM Webinar
"Recent Developments in Trust & Estates Law"
Presented by: Patrick A Kohlmann, Managing Partner; TEMMERMAN, CILLEY & KOHLMANN, LLP
Sponsored by: Junk It Move It - - Andriana Mendez
March 3, 2022 - ZOOM Webinar
"Trustee Removal: When Is Enough, Enough?"
Presented by Denise Chambliss; Hoge Fenton
Sponsored by: MSU Fiduciary Partners - - Mark Unger
***April 20, 2022 4:00pm to 6:00pm EPC Diablo Valley Joint Meeting***
"Charitable Remainder Trusts: Protect the Value of Appreciated Assets"
Presented by: Kit Mac Nee, CFP®, CSPG®, CRPC®, AEP®
***May 11, 2022 - ZOOM Webinar
“Have Gun Will Transfer; The Do's and Don't's of Firearms Assets Management In Trusts and Probates In California”
Presented by Joseph F. Fenton, Esq.; Campbell Green LLP
Sponsored by: Fiduciary Accounting Services, LLC - - Heather Hamilton
June 2, 2022 IN PERSON Social/Networking Event
@ Charles R Vineyards, Livermore
Sponsored by: Law Office of Jennifer Thaete, PC - - Jennifer Thaete