About

President's Message

Dear Members and Visitors,

Welcome aboard to new members and welcome back for returning members! I am honored to serve as your President for the 2024-2025 PEPC term. Building upon the strong foundation laid by our predecessors, your Board and I are hard at work to make this a great year. We are committed to fostering a thriving community of estate planning professionals on the Peninsula.

Our organization has a rich history of providing invaluable educational and networking opportunities. In the last year, we increased our membership above the 100 mark. As we continue to grow our organization, aim to further enhance the value we offer our members by fostering an even stronger sense of community amongst our membership.

Your input is essential to our success. Please don’t hesitate to share your ideas and feedback with me or any member of the Board as we are here to serve you.

We hope you enjoy your membership in the Peninsula Estate Planning Council and that it proves to be rewarding for you and your business.

Roxanne T. Jen

ABOUT US

PEPC provides an educational and social forum for those professionals on the Peninsula in the San Francisco Bay Area who are most active in personal estate and financial planning. We are an affiliate of the National Association of Estate Planners and Councils and are an approved California State Bar Continuing Legal Education (MCLE) provider.

We have over 100 members and our regular dinner programs and networking meetings are well-attended, fun and educational.

Speakers at each meeting discuss topics of relevance in estate planning and of interest to the PEPC membership.

Meetings take place at the Elks Lodge, San Mateo during the first week of most months.

Organization

Articles of Association

Please click here to download our Articles of Association

NAEPC

As an affiliate of the National Association of Estate Planners & Councils (NAEPC), your membership in PEPC brings you into a larger community consisting of over 26,000 members nationwide.

Through that affiliation, we offer a variety of discounts and special offers on:

Software
Subscriptions and publications, including NAEPC Journal of Estate & Tax Planning
Marketing and website design services
Presentation materials & office supplies
Other benefits, programs & services.

You may request more information from the PEPC Executive Administrator: info@peninsulaestateplanningcouncil.org

Past Presidents

1977-78: Donald Ricci*
1978-79: Marion Brown, Esq.
1979-80: Gilbert Armando*
1980-81: Ray Hemming, CPA*
1981-82: Donald A. Wilson, Esq.
1982-83: Robert E. Dooley, CLU, ChFC*
1983-84: Elizabeth van Gommel*
1984-85: David L. Hunt, P.A.
1985-86: John R. Dettner, Esq.*
1986-87: J. David Grathwohl*
1987-88: Norman A. Hagen, CLU
1988-89: Richard “Dick” Shoup*
1989-90: Sanford P. Blank, CPA*
1990-91: Stanley Gross, CPA
1991-92: Mary Miner, CPA
1992-93: Lynne Johnston
1993-94: Douglas S. McGlashan, Esq.
1994-95: Brigette Gallo
1995-96: William Dobbs, CLU*
1996-97: James W. Parker, AEP*
1997-98: James W. Parker, AEP*
1998-99: Michael E. Pitts, Esq.
1999-00: Robert Barone, CLU, ChFC
2000-01: Albert Blumenthal, CPA
2001-02: John F. Farbstein, Esq.
2002-03: Tom Befumo, CLU
2003-04: Robert J. Lovejoy, CFP, CPA/PFS, AEP
2004-05: Anna Paiva
2005-06: Colleen McAvoy, Esq.*
2006-07: Stephen D. Steiner
2007-08: Gregory P. Menzel, Esq.
2008-09: Joseph H. McKane, CLU
2009-10: Nancy E. Johnson, CFA
2010-11: Richard A. "Rick" Gross, J.D.
2011-12: Mark E. Jamison
2012-13: Lori Palmatier, Esq.
2012-14: Stephen Ink, Esq.
2014-15: Cynthia Lemus, Esq.
2015-16: Michael Schmitz
2016-17: Jennifer George
2017-18: Robert Vale, Esq.
2018-19: John P. Golden, Esq.

2019-20: Steve Parker

2020-21: Jodi De Smidt

2021-22: Nicole Warmerdam, Esq.

2022-23: Nazar Ghosseiri, Esq.

2023-24: Rashida Lilani

*Deceased