Past Events

November 30, 2023 November Member Lunch - Prop 19 Intergenerational Transers
Don H. Gaekle - Stanislaus County Assessor
October 20, 2023 Fall Seminar
Keynote - Susan Rounds
September 21, 2023 September Member Lunch - Elena Martinez
Elena Martinez
May 11, 2023 Annual Spouses and Guest Night
March 16, 2023 March Member Lunch
Rick McCarty - Oak Valley Community Bank President
February 16, 2023 February Member Lunch - Tax Update
Ramsbacher Prokey Leonard
January 12, 2023 January Member Lunch Meeting
Anne Holsinger
November 10, 2022 Member Lunch Meeting
October 21, 2022 Fall Seminar
Michael Gregory; C. David Spence; Tom Oliveira
September 15, 2022 Member Lunch Meeting
Steve Pallios
May 12, 2022 Annual Spouses and Guest Night
March 10, 2022 Member Lunch Meeting
John Prokey
February 10, 2022 Member Lunch Meeting - Tax Update
David Kalunian and Jackie Howell
January 13, 2022 Member Lunch Meeting
Brian Shetler
November 4, 2021 Member Lunch Meeting - Elder Abuse
David Jamieson
October 20, 2021 Fall Seminar
Randy Rosā / Mike Gianelli / Steve Harnett
September 16, 2021 Member Lunch Meeting - Standing Barefoot / Jennings Case
Eric Nielsen (Gianelli / Nielsen)
May 20, 2021 SCEPC Spouses and Guest Night
April 14, 2021 Support the Stanislaus Senior Foundation at Skewers on April 14th
March 4, 2021 SCEPC Member ZOOM CE Meeting: The Trustee's Tale: What Corporate Fiduciaries Wish Drafting Attorneys Would Consider and Discuss with Their Clients
Karen Sugihara (Sr. Regional Fiduciary Manager, Wells Fargo); Brett Mulberg (Estate Settlement Sr. Advisory Specialist, Wells Fargo); Michael Oehler (Sr. Wealth Planning Strategist, Wells Fargo); Elena Toulios (Estate Settlement Sr. Advisory Specialist, Wells Fargo)
February 10, 2021 NAEPC Webinar: Post-Election Estate Planning: The Tsunami Continues to Roll In
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
February 4, 2021 SCEPC Member ZOOM Meeting - Recent Developments in Estate Planning, Administration and Tax
John Prokey (Ramsbacher Prokey Leonard, LLP), Erin A. Norcia (Temmerman Cilley & Kohlmann, LLP) and Steven P. Braccini (Sheppard Mullin Richter & Hampton, LLP)
January 7, 2021 SCEPC Member ZOOM Meeting - Proposition 19 Details
Nicole D. Warmerdam (Law Office of Nicole Warmerdam)
December 15, 2020 Cannon Financial CE Credit Webinar - Conflicts of Interest Issues Facing Estate Planning Professionals
Charles A. Redd and Turney P. Berry
December 3, 2020 SCEPC Member Continuing Education ZOOM Meeting: Zen and the Art of Trust Modification
Susan T. Bart, JD
November 17, 2020 Cannon Financial CE Credit Webinar - Essential Asset Protection Planning
Charles A. Redd and Turney P. Berry
November 5, 2020 SCEPC Member Continuing Education ZOOM Meeting: Basis Step Up Strategies in Light of Portability and Tax Law Changes
Stephen B. Gorin, JD, CPA, AEP®
October 20, 2020 Cannon Financial CE Credit Webinar - Contemporary Challenges in Trust Administration
Charles A. Redd and Turney P. Berry
October 8, 2020 SCEPC Member Continuing Education ZOOM Meeting - Charitable Giving Strategies in the TCJA Era
Patrick J. Saccogna, J.D., LL.M., CPA (inactive), AEP®
September 17, 2020 The Restricted Property Trust
Ken Crabb, Vice President - Destiny Capital Corporation
May 21, 2020 Spouse's Night - CANCELLED
March 5, 2020 Member Lunch Meeting: Digital Investing - Intelligent Portfolios
Tim Bickley, CFP®, Portfolio Strategist, Charles Schwab Investment Advisory, Inc.
February 6, 2020 Member Lunch Meeting - Recent Developments in Estate Planning, Administration and Tax
John Prokey (Ramsbacher Prokey Leonard, LLP), Erin Kolko (Temmerman Cilley & Kohlmann, LLP) and Steven P. Braccini (Sheppard Mullin Richter & Hampton LLP
January 9, 2020 Member Lunch Meeting - Estate Planning & Bankruptcy
Anthony Johnston
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
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
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