• Thursday, September 08, 2022
    • 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

    September 8, 2022

    "Supreme Court Update: Looking at the Last Term and the One Ahead"

    Presented by: Matthew Coles

    Professor of Constitutional Law, UC Hastings

    (Meeting pending approval for 1 hour of CFP CE credit)

    A Special Thanks to Our Meeting Sponsor

    Madison Gunn

    Associate Attorney

    2890 N. Main Street, Suite 206

    Walnut Creek, CA 94597 

    (925) 943-2740

    Madison@absolutetrustcounsel.com

    www.absolutetrustcounsel.com

    ZOOM Webinar

    September 8

    5:30pm - Webinar Opens followed by  20 minutes of networking

    5:50 - Sponsor talk

    5:55- Speaker Program

    7:00- 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
    2022 ZOOM MEETING SPONSORSHIPS AVAILABLE
    MEMBER DIRECTORY SPONSORSHIPS AVAILABLE

    Join Us September 8 

    from 5:30pm - 7:00pm


    Presentation Summary:

    A critical evaluation of recent Supreme Court’s work.  Talk looks at last term on abortion, guns, religion and free speech.  Course will also look at cases before the Court now, including on affirmative action, the power of state legislatures over elections, a 1st amendment right to discriminate


    About Our Speaker:

    Professor of Constitutional Law, UC Hastings.  Previously 29 years with the American Civil Liberties Union, ending as Deputy National Legal Director.


    Learning Objectives

    1.    Know the holdings of major cases from last term

    2.     Understand the theoretical basis for the holdings

    3.    Understand the issues posed in major cases slated for the coming term.



    A Very Special Thanks to our Member Supporters

    Kelly Hayes 

    Lucky Fiduciary Services


    Gabriella Odell, Esq.

    Odell Fiduciary


    .

    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


    • Thursday, October 06, 2022
    • 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

    October 6, 2022

    "Elder Abuse Recognition and Prevention"

    Presented by: 

    Mary Elizabeth Knox,

    Contra Costa County Deputy District Attorney

    Ken Tam, Forensic Accounting

    Contra Costa County District Attorney’s Office

    Detective Zach Williams,

    Contra Costa County Sheriff Special Victims Unit

    A Special Thanks to Our Meeting Sponsor



    ZOOM Webinar

    October 6

    5:30pm - Webinar Opens followed by  20 minutes of networking

    5:50 - Sponsor talk

    5:55- Speaker Program

    7:00- 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
    2022 ZOOM MEETING SPONSORSHIPS AVAILABLE
    MEMBER DIRECTORY SPONSORSHIPS AVAILABLE

    Join Us October 6 

    from 5:30pm - 7:00pm


    Presentation Summary:

    This presentation will focus on recognizing the signs of financial, physical and psychological elder abuse and financial scams targeting elder adults.

    About Our Speaker:

     Mary Knox has been a prosecutor with the Contra Costa County District Attorney’s Office for 37 years and has worked in every criminal division of the office.  She is currently the Elder Abuse prosecutor and works closely with the elder service organizations in Contra Costa County and the Family Justice Centers.

    Ken Tam is a Forensic Accountant with the Contra Costa County District Attorney’s Office.  He is a former FBI agent, has a Bachelor’s of Science degree in Business Administration from the UC Berkeley, a Master’s of Science degree in Accounting from the University of Nevada at Las Vegas, he is a Certified Public Accountant licensed by the State of California, and he is a Certified Fraud Examiner.  Ken is an adjunct professor of Accounting for California State University – Stanislaus.

    Detective Zach Williams  is with the Contra Costa County Office of the Sheriff Investigations Division, Special Victims Unit, specializing in Elder Abuse and Domestic Violence.  Detective Williams has been in law enforcement for 22 years, 15 with the Office of the Sheriff, 3 years with the Special Victims Unit, all of that working elder abuse cases and domestic violence.


    Learning Objectives

    1.    Attendees will learn to how recognize the signs of elder abuse

    2.     Attendees will learn how to properly report elder abuse

    3.   Attendees will learn how to properly report elder abuse



    A Very Special Thanks to our Member Supporters

    Kelly Hayes 

    Lucky Fiduciary Services


    Gabriella Odell, Esq.

    Odell Fiduciary


    .

    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, June 02, 2022 Annual Social - June 2, 2022

MARK YOUR CALENDARS- REGISTRATION WILL BE AVAILABLE SOON. VIRTUAL MEETINGS ARE HELD FROM 5:30pm to 7:00pm.



11/3/2022 Medi Cal Eligibility Under the New Law: New Tools and Old Peter Stern
1/12/2023 Estate Planning & Financial Planning during Divorce Mary Ballin & TBD Attorney
2/2/2023 Economy / Inflation / Markets (economist/portfolio manager) Employee of MainStreet Financial
3/2/2023 Setting up and managing SNTs and limited conservatorships Kevin Urbatsch
5/4/2023 Proposition 19: Where are we now? Jennifer Scharre


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

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