Past Events

November 7, 2019 Member Lunch Meeting - Opportunity Zones
Jeff Burrow - United Capital
October 23, 2019 Fall Educational Seminar 2019
September 12, 2019 Member Lunch Meeting - Fresh Perspectives on Information Security and the True Value of Data: How shifting expectations around privacy will redefine professional relationships
Dana Shibley - Verifyle, Inc.
May 2, 2019 Spouse/Guest Night
March 7, 2019 March 2019 Lunch Meeting: Evictions/Landlord Tenant Issues in Probates, Trust Terminations
Benjamin Rowe, Attorney
February 7, 2019 Feb 2019 Lunch Meeting: Market/Economic Update
Marc Doss, Regional Chief Investment Officer at Wells Fargo Bank
January 10, 2019 Jan 2019 Lunch Meeting- “What You’re Dying to Know about Probate News: A Brief Survey of Recent Developments in Probate Court Practice and Procedure"
Judge Holland and Jayne Chong-Soon Lee, Court Commissioner for the San Joaquin County Superior Court
November 8, 2018 November 2018 Lunch Meeting: IRS Update
Debra Estrem from Deloitte Tax LLP
October 17, 2018 Fall Educational Seminar
Sam Donaldson, Emily Vierra and Scott MacDonald from Merrill Lynch and Eric Smith from Wells Fargo!
September 13, 2018 September 2018 Lunch: Trust Protectors
Lou Friedman
May 10, 2018 Spouse/Guest Night
Tour of the Distillery
March 8, 2018 Lunch Meeting - 2018 Tax Update
Atherton & Associates
February 8, 2018 Lunch Meeting - How to Avoid Coming to Court
Nina Wendt, Probate examiner
January 11, 2018 Lunch Meeting - Inherited IRAs
Mike Gianelli
November 9, 2017 Lunch Meeting - Transfer of Wealth in Stanislaus County
Stanislaus Community Foundation
October 18, 2017 Annual Fall Seminar October 18, 2017
Our 2017 Speaker Lineup is Complete!
September 14, 2017 What Legal Documents Banks Use
Nate Benninger with Oak Valley Community Bank, and Greg Hoekman with Wells Fargo Bank
May 18, 2017 U.C. Merced Spouses' Night
Various U.C. Merced Faculty and Staff
March 9, 2017 Current Issues in Assessment
Don Gaekle, Stanislaus County Assessor
February 9, 2017 Business Planning and Valuation for the Small Business
Lance E. Hennesay
January 12, 2017 Social Security and Asset Planning
Gary Blom & Michael Howell
November 10, 2016 GRATs for startups and appreciating assets
Mitchell Edwards, Thoits Law
October 26, 2016 Annual Fall Seminar
Richard Oshins, Esq.; David Eckstein & Tom Berg; John Krohn, CPA; Steven Walker, Esq.; Stacey Speiler & Alana Scott
September 8, 2016 Powers of Attorney in Estate Planning
Ron Hillberg & Joyce Gandelman
July 1, 2016 Test
NAEPC
May 26, 2016 Spouse & Guest Night
Linda Hawthorne, ISA
February 13, 2014 Personal, Powerful Philanthropy: The Unique Role of Community Foundations in Estate Planning
Marian Kaanon
March 21, 2013 Special Needs Trusts
Scott McDonald
November 8, 2012 Blended Family Estate Planning
Paul Hood, JD LLM
October 17, 2012 Estate Planning Issues & Updates Fall Seminar
Jacqueline A. Patterson, J.D., M.B.T., CPA
May 10, 2012 Spouses/Guests Night
March 8, 2012 Lunch Meeting
February 9, 2012 Lunch Meeting
January 12, 2012 Lunch Meeting
October 20, 2011 Fall Seminar - David Gaw
David Gaw
September 8, 2011 Public Art
John Toki
May 12, 2011 Not Specified
March 17, 2011 New Estate Tax Law
Mike Gianelli
February 10, 2011 Graegin Transactions
Lou Friedman & Jared Rowe
January 13, 2011 Not Specified
January 12, 2011 Lunch Meeting
November 11, 2010 Cancelled
October 26, 2010 Fall Seminar - Estate Planning and Divorce
Hal Bartholomew, JD & Beverly Brautigam, CPA
September 9, 2010 Internet Safety Class for Small to Medium Businesses
James Dempsey, IT Solutions/Currie
May 13, 2010 Dinner meeting Spouse/Guest Night
Keith Schiller, Schiller Law Group A PLC
March 11, 2010 Wealth Transfer Planning Opportunities and Challenges Today
Francis W. Dubreuil
February 11, 2010 Tuolumne River Trust
January 14, 2010 Elder Abuse Panel Discussion
Birgit Fladager, Ann Danhoff, & David Jamieson
November 12, 2009 Doug Harms, Assessor
Doug Harms, Assessor
October 21, 2009 Fall Seminar - Asset Protection Planning
Jacob Stein, J.D, LLM
September 10, 2009 The ‘Nuts & Bolts’ of Farm Land Conservation Easements"
Bill Martin, Executive Director of the Central Valley Farmland Trust
May 14, 2009 Spouses/Guests Night
Gary Zahm, Biological Consultant
March 12, 2009 The Role of Professional Fiduciaries in the Probate Process
Terry Campbell, Professional Fiduciary
February 12, 2009 Real Estate in the REO and post-REO Market
Mike Zagaris, PMZ Real Estate
January 15, 2009 Special Needs Trusts
Mark Kanai
View Current Events