"Plans That Work for Families that Don't"
Presented by:
John A. Hartog, Esq. Hartog Baer Zabronsky
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A Special Thanks to Our Event Sponsor Kyle Johnston, Esq.
kyle.johnston@bofa.com
www.privatebank.bankofamerica.com/
(925) 658-9770
Estate planning for families who own businesses and other significant assets often present difficulties rooted in the family’s internal dynamics and psychological issues. The very act of estate planning may upset the delicate balance that a family has developed over decades to keep their family business functioning. Strong emotions, often suppressed for a lifetime, may emerge for testators contemplating their legacies and for beneficiaries contemplating their futures. Death and grief can release suppressed emotions that fuel legal actions by survivors, which in turn can erode the value of the business more effectively than any tax or competition.
About Our Speaker:
John Hartog is a principal at Hartog Baer Zabronsky (HBZ) specializing in private wealth services. HBZ is a full service trust and estates firm, from estate and tax planning through litigation and tax dispute resolution. It represents individuals and fiduciaries with ultra high net worth estates and/or unique assets. Mr. Hartog has served on the Executive Committee of the Trust and Estates section of the California Lawyers Association.
Mr. Hartog is a fellow of the American College of Trust and Estate Counsel and certified by the California Board of Legal Specialization as a Specialist in Taxation Law and in Estate Planning, Trust and Probate Law. Mr. Hartog also serves as a mediator in trusts and estates disputes.
NEW LOCATION
Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563
Check In, Networking & Cocktail Reception
*CASH ONLY BAR*
Meeting Close
Feel Welcome to Stay and Network
Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the meeting. Refunds will not be granted to cancellations that are received thereafter. All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com
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Complimentary Networking Event @ Headlands Brewery
Wednesday, May 7, 2025 from 4pm to 6pm
