Past Events

April 1, 2020 [CANCELED] In-Home Caregivers Employment Issues
Lisa Ann Hilario
March 4, 2020 Business Succession Planning
Rick Bailey
February 5, 2020 Long Term Care Insurance
Alecia Barnette, CLTC
January 8, 2020 2020 Tax Update
Mike Musson & Kerri Berry of Linkenheimer LLP
December 4, 2019 California Decanting Statute
Steven M. Goldberg; Mia R. Bowler; Christopher M. Haws
November 6, 2019 Firearms in the context of Estate Planning and Administration
Brian N. Thomson
October 2, 2019 Case Study - A Group Exercise in the Collaborative Approach to Estate Planning
May 1, 2019 Non-Profit Event at Chops Teen Club
April 3, 2019 Helping Clients Meet the Challenge of Solo Aging
Sara Gerber, P.h.D
March 6, 2019 MediCal Planning
Janice Sternfeld
February 6, 2019 Compliance Fundamentals of Private Foundations
Jeffrey Haskell, J.D., L.L.M.
January 9, 2019 Case Study
December 5, 2018 Tax Planning with New Tax Reform
Andrew M. Katzenstein
November 7, 2018 How to Handle Active Business in Trust Administration
Deborah Lee with Don Hughes and Ron Wargo
October 3, 2018 Bypass Trust: What's in the Name?
Robert Maize
May 2, 2018 NON-PROFIT EVENT AT SONOMA STATE UNIVERSITY
Patricia Hiramoto & Ray Johnson
April 4, 2018 After the Fires; The Coming Storm of Construction Disasters
John F. Friedemann
March 7, 2018 HOW TO FUND OWNERSHIP TRANSFERS USING THE SBA
Jeff Clark & David Ryan
February 7, 2018 Word from Washington on 2017 Tax Changes
Jeff Hamond
January 3, 2018 SPENDTHRIFT TRUSTS, LIMITED PROTECTION FOR DEADBEAT BENEFICIARIES
Margaret Hand
December 6, 2017 HOW TO GET A CLIENT TO COMMIT TO ACCOMPLISHING THEIR GOALS AND OBJECTIVES
Simon Singer
November 1, 2017 PERSONAL CARE AGREEMENT PROS/CONS
Erik Aho
October 4, 2017 The Age of Ageing - Can We Intervene
Dr. Brian Kennedy
May 3, 2017 REEPC LUNCH WITH SAY & CERES
Katrina Thurman, Ashley Fehrmann, & Carolyn Couch
April 5, 2017 APPRAISALS AND VALUATIONS OF FINE ART AND COLLECTIONS
Marcus & Rosalie Wardell - Wardell Appraisals
March 1, 2017 NEW DOL FIDUCIARY RULES
TBA
February 1, 2017 END OF LIFE ISSUES AND PLANNING
January 4, 2017 IRS ESTATE TAX DIVISION
KYLE MARTIN
December 7, 2016 CHANGING THE FACE OF PHILANTHROPY
KAT TAYLOR
November 2, 2016 “VALUATION DISCOUNTS: WHAT IS, WHAT MIGHT BE, WHAT SHOULD BE”
ERIC NATH & STEVE GOLDBERG
October 5, 2016 UNDERSTANDING THE CANNABIS INDUSTRY, ITS OPPORTUNITIES & RISKS
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