Membership Meetings
All council members (except Academic and Emeritus) must attend a minimum of 3 meetings per fiscal year, or, write/e-mail and request an excused absence when attendance is not possible each of said three meetings.
Dinner meetings are usually held at the Omni Hotel at 500 California (at Montgomery), and begin at 5:00 PM. Members pay $100 for pre-registration and $125 at the door. Members are allowed to bring one or two guests. Guests pay $150 for pre-registration and $175 at the door. Pre-registration is still required. Cancellation must be received three business days prior to the meeting date.
Click here to register for the next event.
To link to a printable Adobe Acrobat version of the bulletin/reservation form for the meeting, (usually posted 3 weeks prior to the meeting date) please “click” on the meeting date below:
- Wednesday, November 20, 2024 (OMNI HOTEL)
“Trust and Estate Planning with Retirement Accounts” – Bryan Kirk and Ryan Szczepanik - Wednesday, January 15, 2025 (CITY CLUB OF SAN FRANCISCO)
“Planners Plan and Litigators Laugh: How Will a Court Interpret Your Well-Intended Plan” – Jennifer Scharre and Erica Gasaway - Wednesday, March 19, 2025 (CITY CLUB OF SAN FRANCISCO)
“2024 Updates and a View of 2025 – Are you ready for the latest misinformation and lies?” – Erin A. Norcia, John Prokey, & Steven P. Braccini - Wednesday, May 21, 2025 (CITY CLUB OF SAN FRANCISCO)
- Wednesday, September 18, 2024 (NEW LOCATION – CITY CLUB OF SAN FRANCISCO)
“Recent Developments in Estate and Gift Tax at IRS” – Kyle Martin
Speaker Handout
Previous Meetings:
- Wednesday, January 22, 2020
“To Decant or Not to Decant” -Jenny Hill Bratt & Rodney Lee
Jenny Hill Bratt & Rodney Lee – Speaker Handout (color)
Jenny Hill Bratt & Rodney Lee – Speaker Handout (b&w) - Wednesday, March 18, 2020
“Mind Your Own Business: Fiduciaries, Families, and Business Succession” -Stephanie Loomis-Price & Julie Miraglia Kwon - Wednesday, May 6, 2020
“Shining Light through the Darkness: Planning in the Shadow of Uncertainty, Social Distancing, and Fear” -Paul S. Lee
Paul S. Lee – Speaker Handout – PowerPoint Presentation PDF
Paul S. Lee – Speaker Handout – Putting It On & Taking it Off: Managing Tax Basis Today (for Tomorrow) - Wednesday, September 16, 2020
“A Review of the Current Individual and Business Tax Proposals” – Harry L. Gutman, Esq.
Harry L. Gutman, Esq. – Speaker Handout - Wednesday, November 18, 2020
“Borrowed from Your Grandchildren – 100 Year Family Enterprises” – Dennis Jaffe, Ph.D.
Dennis T. Jaffe, Ph.D.- Speaker Handout - Wednesday, January 27, 2021
“Estate Planning – Aging and Long-Term Illness” –
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD – Speaker Handout - Wednesday, March 17, 2021
“Hotel California: You Can Check out Any Time You’d Like, But You Can Never Leave – Expatriating the Golden State” – Christopher Sigmund, Esq. & David Sacarelos, CPA
Speaker Handout - Wednesday, May 19, 2021
“The Latest Charitable Income Tax and Estate Planning Strategies” – Conrad Teitell
Speaker Handout - Friday, June 4, 2021
SFEPC & GGU Symposium: Tax Planning Issues for the Estate Planner - Wednesday, September 22, 2021
“Planning for US Persons with Foreign Assets” – Marsha Laine Dungog and Michelle B. Graham
Speaker Handout - Wednesday, November 17, 2021
“Diminished & Diminishing Capacity- Proactive Measures to Protect Decisions of Clients and Fiduciaries” – Tara Anne Pleat, Esq.
Speaker Handout- Admin of Sp Needs Trusts Part I
Speaker Handout- Admin of Sp Needs Trusts Part II
Speaker Handout – Special Needs Trust Part III
Speaker Handout – Trust and Estates Article - Wednesday, January 19, 2022
“Assets Protection in California” – Jay D. Adkisson
Speaker Handout – California Asset Protection - Wednesday, March 16, 2022
“Estate Planning Current Developments” – Steve R. Akers
Speaker Handout – Hot Topics Current Developments Two Page Summary
Speaker Handout – Hot Topic Current Developments - Wednesday, May 18,2022
“The Forgotten 40 Acres: Repairing Racial Wealth Disparity Using the Estate Tax and New Charitable Incentives” -Sarah Moore Johnson & Raymond C. Odom
Speaker Handout – The Forgotten 40 Acres Slides
Speaker Handout – The Forgotten 40 Acres Article – Real Property, Trust & Estate Law Journal - Wednesday, September 28, 2022
“Achieving Audit Readiness: A Litigator’s Look at the IRS’s Transfer Tax Focus Issues” – Stephanie Loomis-Price
Speaker Handout- Achieving Audit Readiness: A Litigator’s Look at the IRS’s Transfer Tax Focus Issues. - Wednesday, November 16, 2022
“The Future of Qualified Small Business Stock: A Review of Current Practices and Consideration of the Unanswered Questions” – Syida Long & Christopher Karachale
Speaker Handout - Wednesday, January 18, 2023
“Estate Planning for Blended Families: Yours, Mine and Ours ” – Rebecca O’Toole & Jennifer McGibbons
Speaker Handout - Wednesday, March 15, 2023
“Federal Tax Update” – Samuel A. Donaldson
Speaker Handout - Wednesday, May 17, 2023
“Goblins Lamentation List: Unscrambling “Installment Obligations”” – Paul S. Lee
Speaker Handout – Outline
Speaker Handout – Slides - Wednesday, September 20, 2023
“The State of Estate Planning: An Income, Gift and Estate Tax Update” – Justin Miller, J.D., LL.M., TEP, AEP®, CFP®
Speaker Handout – The State of Estate Planning: An Income, Gift and Estate Tax Update - Tuesday, October 17, 2023 – Fall Soiree
- Wednesday, November 29, 2023
“Year-End Charitable Planning: – Reynolds T. Cafferata
Speaker Handout – Year-End Charitable Planning
Speaker Handout – IRA Rollover Now
Speaker Handout – 50 Shades of Gray, Donor Gift of Appreciated Property to Charity - Wednesday, January 17, 2024
“Resting Easy: Proactively Addressing One’s Care Both Approaching and Following End of Life” – Sharon Brusman and Michael Brophy
Speaker Handout – January 17, 2024 - Wednesday, March 20, 2024
“State and Local Tax (SALT) Update” – Bradley R. Marsh
Bradley R. Marsh – Speaker Handout - Wednesday, May 15, 2024
“The California Uniform Directed Trust Act: Better Late Than Never” – Phil Hayes and Michael Rosen-Prinz
Speaker Handout – Outline
Speaker Handout – Slides
- Thursday, June 13, 2024
SFEPC Evening Summer Social - Friday, June 14, 2024
SFEPC/GGU Annual Trust and Estate Summer Symposium
“Business Planning from Formation Through Sale, Divorce or Death”
1st Session: Litigators’ Lessons Learned Related to Family Business Interests – Handout
2nd Session: What the S…? Wealth and Tax Planning with S Corps – Handout
2nd Session: What the S…? Wealth and Tax Planning with S Corps – Tax Notes
3rd Session: Drafting Effective Prenuptial and Postnuptial Agreements for Business Owners – Outline
3rd Session: Drafting Effective Prenuptial and Postnuptial Agreements for Business Owners – Handout
4th Session: Plans That Work for Families That Don’t – Handout
5th Session: But It’s for Charity! Don’t Open the Door for the IRS to Ruin Your Charitable Deductions – Outline