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 5:30 PM. Members pay $85 for pre-registration and $90 at the door. Members are allowed to bring one or two guests. Guests pay $105 for pre-registration and $110 at the door. Pre-registration is still required.
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, 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
“Income Tax Planning for Estate Planning – Paul Lee