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June 12, 2026
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2026 SFEPC Annual Summer Social
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June 12, 2026
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2026 SFEPC Annual Estate Planning Symposium
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May 20, 2026
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Planning With, and The Pitfalls of SLATs, A Cautionary Tale of Two Trusts
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March 18, 2026
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Trusts & Taxes in the Golden State: Cracking the Code
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January 21, 2026
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OB3 and Me: What Estate Planners Need to Know About the New Tax Act
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November 19, 2025
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Charitable Planning in 2026 – The Beautiful and Not So Beautiful Impacts of Recent Federal Tax Legislation
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September 17, 2025
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Working Through Family Conflict Before and After Death By Use Of Mediation
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June 05, 2025
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2025 SFEPC Annual Summer Social
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June 05, 2025
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2025 SFEPC Annual Estate Planning Symposium
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May 21, 2025
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GST Tax Planning + Developments
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March 19, 2025
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2024 Updates and a View of 2025: Are You Ready for the Latest Misinformation and Lies?
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January 15, 2025
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Planners Plan and Litigators Laugh: How Will a Court Interpret Your Well-Intended Plan?
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November 20, 2024
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Trust and Estate Planning for Retirement Accounts
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September 18, 2024
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Recent Developments in Estate and Gift Tax at the IRS
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June 14, 2024
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SFEPC/GGU Annual Trust and Estate Summer Symposium
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June 13, 2024
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SFEPC Summer Social
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May 15, 2024
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The California Uniform Directed Trust Act: Better Late Than Never
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March 20, 2024
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Hot Topics in CA State and Local Taxation
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January 17, 2024
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Resting Easy: Proactively Addressing One’s Care Both Approaching and Following End of Life
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November 29, 2023
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Year-End Charitable Planning
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October 17, 2023
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San Francisco Estate Planning Council Fall Soiree Hosted by Bonhams
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September 20, 2023
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Recent Developments in Estate and Gift Tax at IRS
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May 17, 2023
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Goblins Lamentation List: Unscrambling “Installment Obligations”
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March 15, 2023
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Federal Tax Update
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January 18, 2023
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Estate Planning for Blended Families: Yours, Mine and Ours
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November 16, 2022
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The Future of Qualified Small Business Stock: A Review of Current Practices and Consideration of the Unanswered Questions
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September 28, 2022
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Achieving Audit Readiness: A Litigator’s Look at the IRS’s Transfer Tax Focus Issues
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May 18, 2022
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SFEPC - May 18, 2022 Meeting - The Forgotten 40 Acres: Repairing Racial Wealth Disparity Using the Estate Tax and New Charitable Incentives.
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April 20, 2022
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San Francisco Estate Planning Council Reception Hosted by Bonhams
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March 16, 2022
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SFEPC - March 16, 2022 Meeting - Estate Planning Current Developments
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January 19, 2022
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SFEPC - January 19, 2022 Meeting - Assets Protection in California
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