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 $75 for preregistration and $80 at the door. Members are allowed to bring one or two guests. Guests pay $95 for preregistration and $100 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, September 16, 2015
- Friday, October 2, 2015
- Wednesday, November 18, 2015
- Wednesday, January 27, 2016
- Wednesday, March 16, 2016
- Wednesday, May 18, 2016
- Wednesday, September 21, 2016
- Wednesday, November 16, 2016
- Wednesday, January 18, 2017
- Wednesday, March 15, 2017
- Wednesday, May 17, 2017
- Friday, June 2, 2017
- Tuesday, September 19, 2017
“The Will of John Sutton: What’s New and Not So New in Estate Litigation” – Terrence M. Franklin, Partner, Sacks Glazier Franklin & Lodise - Wednesday, November 15, 2017
“Planning for Blended Families” – Harry Maring - Wednesday, January 17, 2018
“Tax Update” – Mark Vorsatz
Mark Vorsatz – Speaker Handout - Wednesday, March 21, 2018
“Recent Developments in Special Needs Planning” – Ellen Cookman
Ellen Cookman – Speaker Handout - Wednesday, May 16, 2018 “Realizing the Promise of A Dignified “Death: Implementation of the California End of Life Option Act” -Sarah Hooper & Ruchika, PhD
- CA End of Life Option Act Task Force website: http://www.eoloptionacttaskforce.org/
- Advance Care Planning videos, decision tools, and easy to read advance directive in multiple languages: PREPAREforyourcare.org
- Friday, June 1, 2018 STEP/SFEPC Symposium “Estate and Tax “Planning for Multinational Families”
- Thursday, June 21, 2018 SFEPC “Summer Solstice Social”
- Wednesday, September 26, 2018 “Welcome to the Post-Marriage “World – How to Advise a Generation That Say’s ‘I Don’t'” -Jeff Makoff Jeff Makoff -Speaker Handout
- Wednesday, November 14, 2018 “Effective Compassion: Techniques for “Working with Grieving Clients” -Elizabeth Palomeque Elizabeth Palomeque – Speaker Handout
- Wednesday, January 23, 2019
“Planning with Retirement Plans” – Michael J. Jones Mike Jones – Speaker Handout - Wednesday, March 20, 2019
“Contemporary Estate Planning Paradigms for Married Couples” -Samuel A. Donaldson
Samuel A. Donaldson – Speaker Handout - Wednesday, May 22, 2019
“Crypto Currencies” -Adam Streisand & J.D. Rees