2024 Updates and a View of 2025: Are you ready for the latest misinformation and lies?
Wednesday, March 19 @ 5:00 pm | City Club SF
Speakers: Steven Braccini, Erin A. Norcia, and John W. Prokey
* Please RSVP by March 17, 2025 *
Join us for our March member Meeting
Overview
This month's speakers will provide a summary of new legislation and case law from 2024 of particular interest to the trusts and estates community. Steven, Erin, and John are all fellows of the American College of Trust & Estate Counsel (ACTEC) as well as partners at their respective firms.
About the Speakers
Steven P. Braccini, Partner, Sheppard Mullin
Steven P. Braccini is a partner in the Business Trial Practice Group in Sheppard Mullin's Silicon Valley office. Steve's practice focuses on trust, probate and conservatorship litigation including, but not limited to will contests, trust contests, removal and surcharge actions, contested conservatorships, accounting disputes, financial elder abuse actions, reformation or modification actions, tax controversy, and related “civil” claims. Steve also has an appellate practice and has presented numerous seminars and workshops on issues related to trust and estate litigation.
Erin A. Norcia, Partner, Temmerman, Cilley, Kohlmann & Norcia, LLP
Erin Norcia is a partner and principal at Temmerman, Cilley, Kohlmann & Norcia, LLP. Ms. Norcia works out of both the firm’s Danville and San Jose offices. Ms. Norcia is a trial attorney with a concentration on trusts and estates related disputes. Her practice also includes estate planning and trust and probate administrations particularly with a current or potentially contentious aspect. Ms. Norcia was appointed to the Trusts and Estates Section Executive Committee (TEXCOM) effective October of 2019, and was elected as a Fellow of the American College of Trust and Estate Counselors (ACTEC) in 2022.
John W. Prokey, Partner, Ramsbacher Prokey Leonard LLP
John Prokey is a partner of Ramsbacher Prokey Leonard LLP. Mr. Prokey's law practice focuses on providing advice in wealth planning, estate and trust administration, and tax. His clients include individuals, private fiduciaries, institutions, and other business and non-profit entities. The wealth planning portion of Mr. Prokey’s law practice emphasizes advising individuals and fiduciaries in estate planning, wealth preservation, tax, and business matters. Mr. Prokey also advises fiduciaries and beneficiaries in trust and probate administration matters, with emphasis in complex administrations. Mr. Prokey’s law practice includes representing taxpayers in all levels of federal tax controversy, including IRS examination and Appeals, and before the U.S. Tax Court. Clients, their families, and other practitioners rely on Mr. Prokey for dispute resolution in these arenas, including serving as a mediator.
Mr. Prokey is a Fellow of The American College of Trust and Estate Counsel. He is also a member of the California Lawyers Association. He served on the Trusts and Estates Section Executive Committee and the Taxation Section Executive Committee of the California State Bar; and also served as Chair (2004-2005) of the Taxation Section’s Estate and Gift Tax Sub-Committee. John is a member of the Silicon Valley, Santa Clara County, and American Bar Associations.
Agenda
- 5pm - 6pm: Networking, cocktails and appetizers
- 6pm - 730pm: Meeting and content presentation
Cost
- $125 Members (pre-registered)
- $175 Guests (pre-registered)
- An additional $25 fee applies if you register at the door
CE Credit: This activity may be approved for continuing education credit by the State Bar of California and CFP Board. Certificates are provided after attendance.
Excused Absence: Members can request an excused absence in writing emailing us prior to the meeting.
Cancellations must be received three business days prior to the meeting.
>>> Don't forget! We're now meeting at The City Club of San Francisco!
