Tri-Valley Estate Planning Council upcoming events

10/22/26 TVEPC Social Event @ The Canyon Club (Thursday, October 22, 2026)

Fri, 23 Oct 2026 00:00:00 GMT

W: www.TVEPC.org | T: 925.778.1165 | E: TriValleyEPC@gmail.com

October 22, 2026

Social Happy Hour at The Canyon Club

October 22, 2026

5:00pm - 7:00pm

The Canyon Club

206 Sycamore Valley Rd, Danville, CA 94526

*Parking in the lot of the Livery*

FREE = Members

$20 = Guests

UPCOMING PROGRAMS & EVENTS

SIGN UP FOR TVEPC MEMBERSHIP TODAY!

UPDATE YOUR MEMBER PROFILE

MEETING SPONSORSHIPS AVAILABLE

MEMBER DIRECTORY SPONSORSHIPS AVAILABLE

Join Us October 22, 2026

from 5pm - 7pm

Please come and join the Tri Valley EPC at The Canyon Club to catch up with your fellow members and guests!

This event is a great way to celebrate Oktoberfest while mixing and mingling with TVEPC members and guests. Each guest will receive one free drink.

A Special Thanks to our Event Sponsor

Tiffany Sutton

REALTOR® | DRE# 02048623

Certified Probate and Trust Specialist;

Senior Certified Realtor

C: 925-854-8079 |www.therealtortiff.com

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

TVEPC 11/5/26 Joint EPC Council Dinner Meeting (Thursday, November 05, 2026)

Fri, 06 Nov 2026 02:00:00 GMT

"Foundations of Family Law: Tracing, Reimbursement, and Characterization for Trusts & State Practitioners"

Presented by:

Terence Daniel Doyle, Esq

and

Brittany Doyle Riley, Esq.

Doyle Quane

PROGRAM SUMMARY:

Whether an asset is community or separate property shapes nearly every decision in trust funding and administration, yet the rules that govern it come mostly from family law. This session, led by family law veteran Terence Doyle and trust administration attorney Brittany Doyle Riley, is a deep dive into those family law principles. The session will open with the basics: the line between community and separate property, and the right of reimbursement under Family Code section 2640, including where that doctrine does and doesn't carry over outside dissolution. From there, we'll look at the fact patterns trusts and estates practitioners see most often. We'll cover separate property real estate under the Moore/Marsden apportionment framework, separately owned businesses under the competing Pereira and Van Camp approaches, and the treatment of separate property stock options. Throughout, the focus is practical: how to trace contributions, characterize mixed assets, and avoid characterization problems when funding a trust and administering it after a death.

LEARNING OBJECTIVES:

Distinguish community from separate property under California law and explain the Family Code §2640 right of reimbursement, including how far it does and doesn't reach beyond dissolution.
Apply the Moore/Marsden and Pereira/Van Camp apportionment frameworks to separate property real estate and businesses, and analyze the characterization of separate property stock options.
Use tracing techniques to characterize mixed assets and avoid characterization errors during trust funding and administration after a death.

ABOUT OUR SPEAKERS:

Terence Daniel Doyle, founder of Doyle Quane, has been a family law practitioner for over 40 years. His practice focuses on family law matters involving high net worth estates with complex business, trust and tax considerations. Terry is a Certified Family Law Specialist (CFLS), holds a master’s degree (LL.M.) in taxation and is a frequent speaker on business-related family law topics. Terry serves as a private judge or mediator in complex family law matters in which the participants require specialized knowledge and privacy.

Terry is known for his reasoned approach through which important business, support and tax issues are identified and resolved. He is skilled and committed to designing innovative and creative solutions that allow the parties’ assets to continue to thrive post-separation.

Terry has gathered together a team of highly-skilled and trained attorneys and C.P.A.’s who understand the nuances of identifying, evaluating, and resolving financial complexities in the context of divorce. Terry has built an in-house family law forensics accounting team that is unparalleled and unprecedented in the State of California. The Doyle Quane in-house forensics team provides a confidential, immediate and accurate assessment of a client’s rights and exposures relative to business, trust and personal assets in divorce.

Terry established the firm in 1984 and has since curated a team of highly skilled professionals based out of the firm’s offices in the heart of historic downtown Danville. He is a proud husband, father, and grandfather, a passionate member of the Danville and Silverado communities and an avid golfer.

Brittany Doyle Riley is an attorney at Doyle Quane and is a Certified Legal Specialist in Estate Planning, Trust & Probate Law. Brittany’s practice is focused primarily on the firm’s trust and estate administration matters, where Brittany guides her clients through the complexities of post-death administration.

Prior to joining Doyle Quane, Brittany practiced corporate law at Cooley LLP in Palo Alto, CA, where she represented various Bay Area technology companies on every stage of their corporate life cycle from formation through initial public offering. Through this experience, Brittany gained valuable insights into the inner workings of emerging technology companies, enabling her to offer targeted guidance on the administration and estate planning goals of their founders and employees.

Brittany earned her JD from Harvard Law School and her BA from University of Miami. She also holds a Master of Law (LL.M.) in Estate Planning as well as a Master of Law (LL.M.) in Taxation from Golden Gate University.

Brittany lives in her hometown of Danville with her husband Brad and their children Finnegan and Vivienne. She is an active member of the Danville community, currently serving on the Board of Directors of Discovery Counseling Center, a nonprofit organization that provides affordable mental health services for the Danville and surrounding communities. She previously served a Chair of the Board of Directors of the Danville Area Chamber of Commerce, where she founded the Women’s Enterprise Initiative, a program designed to help local female entrepreneurs thrive. In her spare time, Brittany enjoys spending time with her family and traveling to Maui and Disneyland as often as she can.

1 Hour of MCLE & CFP Continuing Education Credit Offered

A Special Thanks to Our Event Sponsor

Art Lotti

Custom Moving Solutions

info@custom-movers.com

(925) 895-4411

A Special Thanks to our Wine Sponsor

Tiffany Sutton

REALTOR® | DRE# 02048623

tiffany@therealtortiff.com

(925) 854-8079

Meeting Agenda/Schedule

November 5, 2026

6:00pm - Check In, Networking & Reception

6:30pm - Sit Down Plated Dinner

6:45pm- Welcome & Announcements

7:00pm- Speaker Presentation

8:00pm- Event Concludes

REGISTRATION COST

Members - $95 | Guests - $115

AFTER 11/3/2026

Members - $105 | Guests - $125

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

TVEPC 1/7/27 ZOOM Meeting (Thursday, January 07, 2027)

Fri, 08 Jan 2027 01:30:00 GMT

January 7, 2027

5:30pm to 7:00pm (ZOOM)

The Missing Seat at the Table:

Adding Succession Dynamics to the Advisory Team

Presented by:

Stephanie Zenker

Succession Dynamics Specialist for Family Enterprises

1 Hour of MCLE & CFP Continuing Education Credit Offered

Join us for an insightful session on one of the most overlooked elements of family enterprise succession: the dynamics between the people the plan was built for.

The Missing Seat at the Table: Adding Succession Dynamics to the Advisory Team

About the Program

Every advisory team around a family enterprise succession has legal counsel, financial advisors, and often a business valuator. But few have someone whose role is to address what the family has left unspoken.

When a succession transition stalls, the instinct is often to revisit the documents, the valuation, or the plan. But what if the plan was never the problem?

In this session, Stephanie Zenker, succession dynamics specialist and member of the Purposeful Planning Institute, will explore what changes when a succession dynamics specialist becomes part of the advisory team.

You’ll learn:

What a succession dynamics specialist does—and does not do—within an advisory engagement
When and how to bring this role into the succession process
How to define scope, engagement points, and boundaries
How to position the addition with a client so it strengthens the advisory team rather than suggesting something was missing
Why what goes unspoken can determine whether a technically complete succession plan ever gets signed

Meet the Speaker

Stephanie Zenker is a succession dynamics specialist serving multi-generational family enterprises. Her work focuses on surfacing what a family has left unspoken and putting it in front of them—without prescribing what happens next.

Her background in quality management, including experience as a certified SQS auditor and EFQM Business Excellence coach, informs her approach. She sees the family enterprise structurally, not clinically: looking for where the system breaks down and what may be preventing the transition from moving forward.

Based in Los Angeles, Stephanie brings a distinctive perspective to the succession advisory team.

Don’t miss this opportunity to explore the seat that may be missing from the table.

Register today and join us for the conversation.

Meeting Agenda/Schedule

January 7, 2027

5:30pm - Webinar Opens/Networking

5:50pm - Sponsor Introduction

5:55pm- Speaker Introduction & Presentation

7:00pm- Event Concludes

REGISTRATION COST

Members - $25 | Guests - $35

1/21/27 TVEPC Social Event @ The Barnyard Epicurean (Thursday, January 21, 2027)

Fri, 22 Jan 2027 01:00:00 GMT

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

January 21, 2027

Social Happy Hour

at The Barnyard Epicurean

January 21, 2027

5:00pm - 7:00pm

The Barnyard Epicurean

The Livery & Mercantile

400 Sycamore Valley Rd. West

Danville, CA 94526

*Parking in the lot of the Livery*

*There is no cost to attend.

Members will be provided 1 complimentary drink ticket.*

UPCOMING PROGRAMS & EVENTS

SIGN UP FOR TVEPC MEMBERSHIP TODAY!

UPDATE YOUR MEMBER PROFILE

MEETING SPONSORSHIPS AVAILABLE

MEMBER DIRECTORY SPONSORSHIPS AVAILABLE

Join Us January 21, 2027

from 5pm - 7pm

Please come and join the Tri Valley EPC at The Barnyard Epicurean to catch up with your fellow members and guests!

There is NO COST to attend, and members will be provided 1 complimentary drink ticket.

Tri-Valley Estate Planning Council | TVEPC.org

TVEPC 2/4/27 Dinner Meeting (Thursday, February 04, 2027)

Fri, 05 Feb 2027 02:00:00 GMT

Empathy and Boundaries in

Fiduciary/Legal Work

Presented by:

Joan McCreary

1 Hour of MCLE & CFP Continuing Education Credit Offered

Meeting Agenda/Schedule

February 4, 2027

6:00pm - Check In, Networking & Reception

6:30pm - Sit Down Plated Dinner

6:45pm- Welcome & Announcements

7:00pm- Speaker Presentation

8:00pm- Event Concludes

REGISTRATION COST

Members - $95 | Guests - $115

AFTER 2/2/27

Members - $105 | Guests - $125

TVEPC 3/4/27 Dinner Meeting (Thursday, March 04, 2027)

Fri, 05 Mar 2027 02:00:00 GMT

Assessor Issues

Presented by:

Phong La

Alameda County Assessor

1 Hour of MCLE & CFP Continuing Education Credit Offered

Meeting Agenda/Schedule

March 4, 2027

6:00pm - Check In, Networking & Reception

6:30pm - Sit Down Plated Dinner

6:45pm- Welcome & Announcements

7:00pm- Speaker Presentation

8:00pm- Event Concludes

REGISTRATION COST

Members - $95 | Guests - $115

AFTER 3/2/27

Members - $105 | Guests - $125

3/18/27 TVEPC Social Event & Tasting @ AMPHORA NUEVA (Thursday, March 18, 2027)

Fri, 19 Mar 2027 00:30:00 GMT

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

March 18, 2027

Social Happy Hour & Tasting

at Amphora Nueva

Amphora Nueva

401 Hartz Ave.

Danville, CA 94526

*There is no cost to attend.

Tasting, drinks & light refreshments Includes.

UPCOMING PROGRAMS & EVENTS

SIGN UP FOR TVEPC MEMBERSHIP TODAY!

UPDATE YOUR MEMBER PROFILE

MEETING SPONSORSHIPS AVAILABLE

MEMBER DIRECTORY SPONSORSHIPS AVAILABLE

Join Us March 18, 2027

from 5:30pm - 7pm

Please come and join the Tri Valley EPC at Amphora Nueva to catch up with your fellow members and guests while tasting some delicious olive oils and vinegars!

There is NO COST to attend, and all attendees will be able to enjoy a tasting complimented with drinks and light refreshments.

The evening will include mocktails and light bites. The main event will be a guided olive oil and vinegar tasting, where guests will learn about flavor profiles, pairing techniques, and how different oils and vinegars can elevate everyday dishes. The experience will also include recipe ideas and practical tips for incorporating these oils and vinegars into simple appetizers, salads, marinades, and main dishes, giving attendees inspiration they can easily recreate at home.

Tri-Valley Estate Planning Council | TVEPC.org

TVEPC 5/6/27 Dinner Meeting (Thursday, May 06, 2027)

Fri, 07 May 2027 01:00:00 GMT

1014 Basis Step-Up

Presented by:

Minna Yang

Fennemore Law

1 Hour of MCLE & CFP Continuing Education Credit Offered

Meeting Agenda/Schedule

May 6, 2027

6:00pm - Check In, Networking & Reception

6:30pm - Sit Down Plated Dinner

6:45pm- Welcome & Announcements

7:00pm- Speaker Presentation

8:00pm- Event Concludes

REGISTRATION COST

Members - $95 | Guests - $115

AFTER 5/4/27

Members - $105 | Guests - $125

TVEPC Annual Meeting & Social @ Rodrique Molyneaux in Livermore (Thursday, June 10, 2027)

Fri, 11 Jun 2027 00:00:00 GMT

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

Tri-Valley Estate Planning council

Annual Meeting & Social

June 10, 2027

5:00pm to 7:00pm

Join Us June 10th at Rodrique Molyneaux located at 3053 Marina Ave, Livermore, CA from 5:00pm - 7:00pm

Enjoy a summer evening in the heart of Livermore Wine Country. Livermore was the first wine region of California and is one of the fastest growing. We’ll be enjoying excellent wines made by one of the most beautiful wineries in the area.

Heavy appetizers will also be on site for you to pair your meal with just the right wine. So, whether your taste runs to Italian reds like Barbara, Primitivo or Sangiovese, or the cooler Chardonnay, Sauvignon Blanc or Rose tickle your palate, we’ve got you covered.

Cost:

TVEPC Members - $30 | Guests - $35