2018-2019 Council Meetings
The Council meets at the Lafayette Park Hotel on the third Wednesday of each month, September through May, and a social event held different places in June. Members and their guests enjoy dinner and a relevant speaker in the field of Estate Planning. The meetings begin at 6pm with a 30 minute networking period followed by the general announcements and finally the presentation. Meetings typically end at 8pm.
Please click on the date below
to register for that meeting
September 19th, 2018
Update from Sacramento
Presented by: Assemblywoman Catharine Baker
Sponsored by: Union Bank - - Darrell Claridge


October 17th, 2018
"Proper Handling of Firearms in Trusts and Estates"
Presented by: Joseph F. Fenton, Esq.; Campbell Green, LLP


November 28th, 2018*

"Anticipating and Addressing the Dilemna Posed by a "Fading" Trustee, or At Least Trying"
Presented by: David W. Baer; Hartog, Baer & Hand. A Professional Corporation
Click Here for the presentation slides


NO DECEMBER MEETING


January 10th, 2019

*Annual Joint Event Hosted by TVEPC
"How to Avoid Becoming an Involuntary Participant in Your Client’s Marital Dissolution"
Presented by: John A. Hartog, Principal; Hartog, Baer & Hand, APC

January 24th, 2019

*Annual Networking Party Hosted by EBEPC

10th Annual Networking Party
Bring Business Cards For Networking & Many Fabulous Door Prizes
Drawings are at 6:00pm and 7:00pm


February 20th, 2019
2019 Economic and Market Update
Presented by: Michael Yoshikami, Ph.D., CFP®; Destination Wealth Management

"Risks and Opportunities in Concentrated Wealth: Managing For Optimal Results"
Presented by: Tim Kochis CFP®, CEO; Kochis Global
Sponsored by: East Bay Regional Park District - - Juliana Schirmer

Joint EPC Meeting April 17th, 2019
"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 15th, 2019

TBD


NO MEETINGS JULY & AUGUST

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