Upcoming events

    • 11/03/2026
    • 5:00 PM - 7:15 PM
    • Elks Lodge, 229 W 20th Ave, San Mateo, CA 94403
    • 94
    Register

    Beyond Stocks and Bonds: Navigating the Wild World of Unique Assets


    From guns to granddad’s boat, from digital wallets to the family ashes—unique assets don’t fit neatly into a file folder and include the occasional “wait – we’re responsible for that?”

    This fast-paced session dives into the world of extraordinary items and the extraordinary responsibility of administering them. We’ll unpack the legal twists, the practical hurdles, and the surprising risks that come with administering items that don’t fit the standard checklist. If it’s weird, sensitive, or legally challenging, we’re covering it so you can walk away with real-world strategies, compliance essentials, and a fresh perspective on what it truly means to manage “everything else.”


    About Our Presenter: 

    Presented by a panel including BMO Bank and Leslie Wright




    • 12/01/2026
    • 5:00 PM - 8:00 PM
    • Elks Lodge, 229 W 20th Ave, San Mateo, CA 94403
    • 100
    Register

    Alternative Dispute Resolution:

    The advantages of using a Private Judge to resolve litigation disputes, Collaborative Law and Mediation


    About Our Presenter:

    Hon. Lauren Zorfas (Retired)

    Private Judge/Mediator/Parenting Coordinator

    ADZ Law, LLP



Copyright 2026 Peninsula Estate Planning Council
Peninsula Estate Planning Council is a 501(c)6 non-profit organization. 980 David Road, Burlingame, CA 94010

Privacy Policy | Terms of Use

Powered by Wild Apricot Membership Software