Upcoming Programs

September 5, 2018 - Attacking and Defending Trusts in a Divorce
with Justin Miller

Our presenter will will address the issues that often arise with types of trust structures during the divorce process, and will analyze how certain trusts can be used as a creative solution for the settlement of difficult or unusual divorce cases.

To register online for this event, please click here.





May 2, 2018 - Annual Tax Update: Estate Planning
with Elizabeth Sevilla, CLU, ChFc

Our presenter discussed the changes in the tax code over the past year, and how they affect estate planning professionals and their clients.

Our thanks to BNY Mellon as Platinum Sponsor and Capital Group as Silver Sponsor for this event.


March 7, 2018 - Avoiding Common Problems in Estate Planning
with  Walt Shjeflo, Esq.

Our presenter discussed the objects of estate planning, which is a more complicated question than one might think.

Our thanks to Barulich Dugoni Law Group as Platinum Sponsor and Brian Wong, CFP as Silver Sponsor for this event.


February 15, 2018 - What The Heck Just Happened In DC On 12/22, In Disney (Orlando) January 22 – 26 And Now In San Mateo?
with Laurelle Gutierrez, Charles Packer & Mark Shepherd

A special joint luncheon with the San Mateo County Bar Association in which the presenters summarized the latest thinking in Estate Planning gleaned from the 52nd Annual Heckerling Institute conference.

Our thanks to Boston Private as Platinum Sponsor and Bay Laurel Legal Group as Silver Sponsor for this event.


January 10, 2018 - Daddy Lost His Marbles: Now What: A Primer on Financial Elder Abuse and Capacity
with Steven Braccini, Esq.

Our presenter spoke on the growing field of financial elder abuse and mental capacity.

Our thanks to our Gold Co-Sponsors, Home Care Assistance & Senior Seasons and Silver Sponsor, Caring Hands Caregivers as sponsors for this event.


December 6, 2017 - The Relevance of Impact Investing to Wealthy Families and Their Advisors 
with Stephanie Cohn Rupp & Bert Feuss.

Our presenters provided a broad perspective of the impact investing field from both the philanthropic and wealth management perspectives.

Our thanks to our Platinum Sponsor, SGC Financial and Silver Sponsor, Richard R. Fimmel, Esq. as sponsors for this event.


November 1, 2017 - Inbound Planning For Silicon Valley's Foreign Clients
with Sophie Alcorn, Esq.

Our presenter spoke on the current immigration legal system and provided an understanding of the most common visa types and immgration statuses in Silicon Valley. She also discussed how to be sensitive to immigration issues in the estate planning process.

Our thanks to our Gold Sponsor, Hopkins & Carley and Silver Sponsor Aaron, Riechert, Carpol & Riffle, APC as sponsors for this event.


October 4, 2017 - How Knowledge Of Hospice And Palliative Care Can Help You Best Serve Your Clients
with Libby Hagman, RN

Our presenter spoke on the Peninsula's "Silver Tsunami" and the challenges our elderly and their families face. We learned how hospice and palliative care can provide a higher quality of life for those in their older years.

Our thanks to our Silver Sponsor, Reverse Mortgage Funding as sponsor for this event.


September 6, 2017 - Got Risk? Understanding Risk Oversights Made by Individuals and Small Businesses 
with Bernard Lauper, CEO of MacCorkle Insurance

Mr. Lauper spoke to us on the risk that individuals and small businesses may be exposed to and how to potentially eliminate, reduce and when appropriate transfer it.

Our thanks to our Platinum Sponsor, McDowall Cotter and Silver Sponsor, American Trust as sponsors for this event.


May 6, 2017 - Annual Tax Date 
with Lawrence Pon, CPA/PFS, CFP, EA, USTCP

Our own member, Lawrence Pon, spoke to us on recent and possible tax changes under the Trump Administration, as well considerations and tax traps on which to keep our eyes.

Our thanks to our Platinum Sponsor, BNY Mellon Wealth Management and Silver Sponsor, Anderson, Yazdi, Hwang, Minton & Horn, LLP as sponsors for this event.


February 16, 2017 - What the Heckerling Just Happened?
with Charles Packer, Mark Shepherd & Laurelle Gutierrez

Just back from the Heckerling Institute on Estate Planning in Florida , our speakers provided a summary, an update, and plenty of speculation about what is to come in the estate planning world.

Our thanks to our Platinum Sponsor, Home Care Assistance and Silver Sponsor, Capital Group Private Client Services as sponsors for this event.


January 4, 2017 - Digital Marketing Strategies for Measurable Results 
with Michael Neuendorff & David Mitroff

Our speakers reviewed strategies and practices we and our companies can use to take business development and marketing efforts to the next level.

Our thanks to our Gold Sponsor, Hopkins & Carley and Silver Sponsor, San Mateo County History Association as sponsors for this event.