MARK YOUR CALENDARS- REGISTRATION WILL BE AVAILABLE SOON. VIRTUAL MEETINGS ARE HELD FROM 5:30pm to 7:00pm. IN PERSON EVENTS ARE TYPICALLY 6:00pm to 8:00pm

4/27/2023 TVEPC April Social (IN PERSON) Details to be Announced Soon!
6/1/2023   TVEPC June Social (IN PERSON) Details to be Announced Soon!


4/19/23 EPCDV Joint Council IN PERSON Program

The Estate Planning Council of Diablo Valley is hosting their Annual Joint Council event on April 19th! Please click the button below for more details!
 EPCDV Joint Event

    • Thursday, May 04, 2023
    • 5:30 PM - 7:00 PM
    • ZOOM
    Register

    PO Box 948, Clayton, CA 94517

    T: 925.778.1165   |   F: 925.778.1163   |   E: TriValleyEPC@gmail.com

    May 4, 2023

    "Proposition 19: Where Are We Now?

    Presented by: 

    Jennifer Scharr, Esq.

    Temmerman, Cilley & Kohlmann, LLP


    ZOOM Webinar

    May 4

    5:30pm - Webinar Opens followed by 

    20 minutes of networking

    5:50pm - Sponsor talk

    5:55pm- Speaker Program

    7:00pm- Webinar Concludes

    Cost:

    Members - $20

    Guests - $30

    ZOOM Link will be included in

    your confirmation email after

    you register

    UPCOMING PROGRAMS & EVENTS
    SIGN UP FOR TVEPC MEMBERSHIP TODAY!
    UPDATE YOUR MEMBER PROFILE
    ZOOM MEETING SPONSORSHIPS AVAILABLE
    MEMBER DIRECTORY SPONSORSHIPS AVAILABLE


    A Very Special Thanks to our Member Supporters

    Denise Chambliss

    Hoge Fenton Jones & Appel


    Heather Hamilton - Fiduciary Accounting Services, LLC


    Kellie Hayes

    Lucky Fiduciary Services


    Tiffany McFarland

    Compass


    Gabriella Odell

    Odell Fiduciary


    Richard San Vicente

    Mutual of Omaha Reverse Mortgage


    Jennifer Thaete

    Law Offices of Jennifer Thaete


    Ellen Torres

    Johnston, Gremaux & Rossi, LLP


    Mark Unger

    MSU Fiduciary Partners




    Join Us May 4

    from 5:30pm - 7:00pm


    Presentation Summary:

    The speaker will discuss the paradigm shift that Proposition 19 created as well as the many updates to the legislation since initial implementation. Participants will learn about how to continue implementation of Proposition 19 as well as common pitfalls that have arisen from the planning both before and after implementation. The speaker will discuss potential gaps in the law as well as discretion by the assessor to permit deviations.

    Learning Objectives:

     Learning how to ensure that pre-Prop 19 planning remains implemented.

    Learning the changes that were made between the voter approval of Prop 19 and the legal implementation of Prop 19

     Learning strategies to assist clients with avoiding unnecessary reassessments.

    About Our Speaker:

    Jennifer F. Scharre is a Partner with Temmerman, Cilley & Kohlmann, LLP in San Jose, California. Mrs. Scharre's practice includes estate planning, estate administration, beneficiary representations, conservatorship matters and guardianship matters.

    Her estate planning practice includes the preparation of revocable trusts, irrevocable trusts, and wills, as well as incapacity planning documents. Mrs. Scharre's trust and decedent's estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate including preparation of trust accountings and estate tax returns.

    Mrs. Scharre's Accounting degree from the University of San Diego makes her uniquely equipped to assist clients in complex estate planning and estate administration. Mrs. Scharre earned her J.D. degree from Santa Clara University School of Law. Mrs. Scharre is a Certified Specialist in the area of Estate Planning, Trust & Probate Law by the California Board of Legal Specialization.

    Jennifer not only gives back to the legal community through speaking and presentations for professional organizations but also participates in her local community by providing informative presentations regarding estate planning, charitable giving, and special needs issues.

    Mrs. Scharre is a Guest Lecturer at UCSC Extension and a Lecturer at Santa Clara School of Law. Most recently, she taught Wills & Trusts during the Spring 2019 and Summer 2019 terms. Mrs. Scharre is rated by Super Lawyers as a Rising Star from 2019 through 2022.

    A Special Thanks to Our Event Sponsor:


    Doug Housman, Esq.

    Law Offices of Cain, Cain & Housman

    150 N. Wiget Lane, Suite 105

    Walnut Creek, CA 94598

    T: (925) 932-0893
    dhousman@lawofficesofcch.com

    Interested in Sponsoring a TVEPC Event? CLICK HERE


    The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:

    Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals.

    Tri-Valley Estate Planning Council | TVEPC.org


Past Events

Thursday, March 02, 2023 3/2/23 TVEPC General ZOOM Program
Thursday, February 02, 2023 2/2/23 TVEPC General ZOOM Program
Thursday, January 12, 2023 1/12/23 TVEPC General ZOOM Program
Thursday, November 10, 2022 11/10/22 TVEPC Social Event @ Danville Brewing
Thursday, November 03, 2022 11/3/22 TVEPC General ZOOM Program
Thursday, October 06, 2022 10/6/22 TVEPC General ZOOM Program
Thursday, September 08, 2022 9/8/22 TVEPC General ZOOM Program

TEL: (925) 778-1165  •  FAX: (925) 778-1163  •  EMAIL: TriValleyEPC@gmail.com  
P.O. Box 948 Clayton, CA 94517

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