Past Events

May 14, 2020 How to Avoid Going Broke If You, Your Parents, or Your Aging Clients Need Nursing Home Care. The Medi-Cal Option
Gene L. Osofsky, Esq.; Law Offices of Osofsky & Osofsky
March 12, 2020 Enhancing the Value of a Business
Mary Ann Lerch, CFA, CBA, ASA; Valuation Consulting Group, Inc.
January 16, 2020 Long Term Care: What's New?
Katy Brady, MPH, CSA
September 12, 2019 Recent Developments, IRS and California Franchise Tax Board
Steven L. Walker
August 8, 2019 EPCSAC Annual Bocce Ball Event
May 9, 2019 What Every Estate Planning Professional Should Know About Immigration.
Sophie Alcorn, Esq.
March 14, 2019 The End of Life Option Act: Assisted Suicide or Compassionate Death
Craig Judson Esq.
January 17, 2019 Financial Abuse Through the Abuser's Eyes
Dr. Glenn Hammel
November 8, 2018 Economic and Investment Outlook for 2019
Richard Milton
August 9, 2018 EPCSAC- Annual Bocce Ball Event
May 10, 2018 Practical Tips for Creating Flawless ILITs
Bob Burton
March 8, 2018 Medicare Planning for Your Clients
Allan Eckman
January 11, 2018 Digital Marketing: The Do's and Dont's
Michael Neuendorff
November 9, 2017 Avoiding Physical and Financial Crisis in Not So Golden Years
Patricia Maxwell and Richard Lambie
September 14, 2017 Final Notice: Pooled Special Needs Trusts
William Lindahl
August 10, 2017 Networking Bocce Ball Events
May 11, 2017 Estate Planning Paralysis
Justin Miller
March 9, 2017 Diminished Capacity - Psychiatrist Guide for Estate Planning Professionals
Dr. Aazaz Haq
January 19, 2017 Family Dynamics and Estate Planning
Richard M. Del Monte
November 10, 2016 Insurance & Investment Strategy for Longevity
Tom O'Brian & Bob Stafford
September 8, 2016 International Estate Planning Issues
Janet Brewer
August 11, 2016 Networking Bocce Ball Event Invitaion
May 12, 2016 Digital Estate, Social Media and Technology
Tim Maximoff, Esq.
March 10, 2016 Understanding Financial Elder Abuse
Cheryl Poncini, ADA Alameda County
January 14, 2016 Understanding the Interplay of Estate Planning and Family Law
Chaman Johal, Esq.
November 12, 2015 Caring for Beloved Pets with Pet Trusts
Kathleen Wright, Esq.
September 10, 2015 Trends in Philanthropic Giving
Sarah Lehman
August 13, 2015 Social Networking Event
May 14, 2015 Special Needs Planning including Tax Considerations
Mercy Hall
March 12, 2015 Ethics and Malpractice Issues
Janet Everson
January 15, 2015 International Assets & Estate Planning
Ron Cohen, CPA
November 13, 2014 How to Avoid Needlessly Exposing Your Client’s Assets to Creditors in an Estate Plan
Mark S. Bostick, Attorney
September 11, 2014 Through the Economic and Financial Markets Wormhole
Brian Pretti
May 8, 2014 An Estate Planning Technique that Can Eliminate Some or All of the Income Tax Owed by Beneficiaries on 401(k) Accounts and Rollover IRAs
Barry H. Sacks, J.D., Ph.D.
March 13, 2014 Contemporary Long Term Care Insurance and New Strategies: Important Changes In the Industry
Miguel A. Delgado
January 16, 2014 The Effect of the Affordable Care Act (ACA) on Estates & Trusts
Mark Bole, EA, MBA
November 14, 2013 Preparing Same-Sex Tax Returns in A Post DOMA World
Cynthia Leachmore, EA
September 12, 2013 What Would You Do if Someone Hacked Into Your Computer or Stole Your Laptop?
Ms. Stephanie Sparks
May 9, 2013 Special Needs Trusts
Lorna Drope Esq.
March 14, 2013 Medi-Cal Planning as a Component of Long-Term-Care Estate Planning
Gene Osofsky Esq.
January 10, 2013 Internal Revenue Service - Estate Tax
Kyle Martin, Supervisory Attorney
November 8, 2012 Legal Mental Capacity: A Psychiatrist's Perspective
Dr. Fitzsimmons
September 13, 2012 Taxable Installment Sales
Peter Myers Esq
May 10, 2012 How to Avoid a Malpractice Claim
Janet Everson, Esq.
March 11, 2010 Recent Tax Developments in Estates and Trusts
Kyle Martin, IRS Estate Tax Attorney
January 14, 2010 Charitable Lead Trusts & Charitable Gift Planning
Barbara Beery, Director of Planned Giving, Children's Hospital
November 12, 2009 Veterans Benefits
Gene Osofsky, Esq
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