Tri-Valley Estate Planning Council upcoming events

EPCDV JOINT COUNCIL Dinner Meeting (Wednesday, April 22, 2026)

Thu, 23 Apr 2026 01:00:00 GMT

"So Easy (To Fall Behind):
Estate Law Updates to Fill Your Mind"

Presented by:
Erin Norcia, James P. Cilley and
Hengameh Kishani

Temmerman, Cilley, Kohlmann, & Norcia, LLP

Presentation Summary

Participants will learn about the new developments in California Trusts and Estates law that could impact their practice and create issues for their clients. The speakers will discuss these updates as well as best practices given these changes.

Learning Objectives

Participants will learn about recent developments in the area of California Trusts and Estates law.
Participants will see how real world application of estate planning principles impact litigation.
Participants will learn about new tax issues that may be relevant for their clients.

About Our Speakers

Erin A. Norcia is a partner at Temmerman, Cilley, Kohlmann & Norcia, LLP. She is a trial attorney with a concentration on trust, probate, fiduciary, and conservatorship litigation. She also does estate planning and trust and probate administrations. In 2019, Erin was elected to the California Lawyers Association Trusts and Estates Executive Committee of which she will serve as Chair next year. In 2022, Erin was selected as a Fellow of the American College of Trust and Estate Counsel. Ms. Norcia also served as an Adjunct Professor of the Wills & Trusts Course at Santa Clara University School of Law.

James P. Cilley is certified as a Specialist in trust and estate litigation, fiduciary disputes, and elder abuse actions by the California State Bar Board of Legal Specialization. As the senior litigation partner at Temmerman, Cilley, Kohlmann & Norcia, LLP, Mr. Cilley's practice involves will and trust contests, elder abuse, fiduciary accounting, fiduciary removal and surcharge, breach of fiduciary duty, constructive and resulting trusts, interpretation of testamentary instruments, creditor's claims, conservatorships, and related appeals. Mr. Cilley handles every stage of litigation, including pre-lawsuit negotiation, discovery, law and motion, settlement negotiations, mediation, trial, and appeals. In addition to his exceptional legal services, Mr. Cilley serves as an expert witness on a wide range of legal issues supported by current and relevant case law, statutes, and secondary resources. Mr. Cilley also serves as a mediator in trusts and estates related disputes.

Hengameh Kishani is a partner at Temmerman, Cilley, Kohlmann & Norcia, LLP. Hengameh’s practice focuses on trust and estate litigation, where she handles cases from pre-litigation through trial. She also serves on the board of the Contra Costa County Bar Association and is vice-president of the Tri-Valley Estate Planning Council.

A Special Thanks to Our Event Sponsor

Francesca Vogel, CSA
Homecare Director Partner
(925) 391-4524

francesca@hillendale.net

LOCATION
Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563

6:00 PM	Check In, Networking & Cocktail Reception *CASH ONLY BAR*
6:30 PM	Sit Down Plated Dinner
6:45 PM	Welcome & Announcements
7:00 PM	Speaker Presentation
8:00 PM	Meeting Close \| *Feel Welcome to Stay and Network*

_______________

Member Registration (through 4/20)	$95 / ($105 after 4/20)
Guest Registration (through 4/20	$115 / ($125 after 4/20)

_______________

Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the meeting. Refunds will not be granted to cancellations that are received thereafter. All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com

REGISTER HERE

4/23/26 TVEPC Social Event & Tasting @ AMPHORA NUEVA (Thursday, April 23, 2026)

Fri, 24 Apr 2026 00:00:00 GMT

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

April 23, 2025

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 April 23, 2025

from 5pm - 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.

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

5/7/26 TVEPC IN PERSON Dinner Meeting (Thursday, May 07, 2026)

Fri, 08 May 2026 01:00:00 GMT

You Inherit the Problem, Not the House. Navigating Beneficiary-Occupied Trust Real Property from Possession to Sale.

Program Summary

It is not uncommon for beneficiaries to occupy real property owned by a trust, leaving trustees in the difficult position of needing to recover possession before the property can be sold. This presentation brings together two practitioners to address the legal, transactional, and procedural issues that arise at every stage of that process from recovering possession of the property to navigating the trustee’s disclosure obligations in the sale.

About our Speakers

Samantha Sepehr has over 15 years of experience practicing in the areas of elder abuse, trust and probate litigation, and unlawful detainer matters, often representing landlords. Based in Walnut Creek, her practice is concentrated in Contra Costa, Alameda, and Solano Counties, where she regularly handles contested trust matters involving possession, occupancy disputes, and real property issues.

Vahishta Falahati is a Walnut Creek-based real estate attorney with nearly two decades of practice. Drawing on her extensive background in complex real estate disputes, she advises clients on a broad range of real estate matters, including purchase and sale transactions, and brings significant experience litigating issues involving property disclosures and nondisclosures.

Learning Objectives

Understand the options available to trustees seeking possession of trust real property occupied by a beneficiary
Identifying the typical seller disclosures for trustees
Understanding the importance of insurance

A SPECIAL THANKS TO OUR EVENT SPONSOR

Tiffany Sutton

REALTOR® | DRE# 02048623

Certified Probate and Trust Specialist;

Senior Certified Realtor

tiffany@therealtortiff.com

925.854.8079

A SPECIAL THANKS TO OUR WINE SPONSOR

Nikhil Chauhan, CEO and Owner

Right at Home

nikhil.chauhan@raheastbay.com

925.401.5261

Meeting Agenda/Schedule

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 5/5/2025

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