2021-2022 Council Meetings
The Council usually meets at the Lafayette Park Hotel
on the third Wednesday of each month, September through May unless noted otherwise*. Members and their guests would enjoy dinner and a relevant speaker in the field of Estate Planning.

ZOOM Schedule

4:00pm- Networking

4:25pm- Welcome/Announcements and Message from the Sponsor and Attendee Introductions

4:45pm- Speaker Presentation

6:00pm- Meeting Close

  

IN PERSON Schedule

6:00pm- Networking

6:30pm- Dinner, Welcome/Announcements and Message from the Sponsor & Attendee Introductions

7:00pm Speaker Presentation

8:00pm- Meeting Close


Please click on the date below
to register for that meeting
***September 22nd, 2021 - LIVE
"Post-Proposition 19 Property Tax Planning"
Presented by: Paula Leibovitz Goodwin and Caitlin Carey; Perkins Coie
Sponsored by: 


October 20th, 2021 - LIVE

"Cancer & Your Clients: Increasing Your Understanding of the Impact of a Cancer Diagnosis on Your Clients"
Presented by: Rob Tufel, MSW, MPH
, Chief Executive Officer

Sponsored by: 


November 17th, 2021 - ZOOM

"2021 Proposed Wealth Transfer Tax Changes"
Presented by: Vern Adkins, Associate Attorney and Martin Behn, Associate Attorney; Hopkins & Carley
Sponsored by: 


NO DECEMBER MEETING


January 19th, 2022 - LIVE
Check Back Soon for Details

February 16th, 2022 - LIVE
Check Back Soon for Details
 
March 16th, 2022 - LIVE
Check Back Soon for Details
Sponsored by:

Joint EPC Meeting April 20th, 2022 - ZOOM
Check Back Soon for Details

Sponsored by:


May 18th, 2022 - LIVE

Check Back Soon for Details
Sponsored by: 


NO MEETINGS JULY & AUGUST

Get Directions To:
3287 Mount Diablo Boulevard
Lafayette CA 94549
USA