SFEPC Annual Trust and Estate Summer Symposium

Friday, June 14, 2024

Location: Golden Gate University, 536 Mission St, San Francisco, CA 94105

Business Planning from Formation Through Sale, Divorce or Death

Please join us for the SFEPC Annual Trust and Estates Summer Symposium on June 14, 2024, at Golden Gate University. 

AGENDA

8:00am -  Check in & Breakfast

8:30am -  Welcome and Introduction - Justin Miller, Evercore

8:35am - 1st Session (75 mins.): Litigators’ Lessons Learned Related to Family Business Interests -  Stephanie Loomis Price and Briana Loughlin, Perkins Coie

9:50am - Break

10:00am - 2nd Session (60 mins.): Business Entity Planning During Life and After Death - Naomita Yadav, Withersworldwide

11:00am - Break

11:10am - 3rd Session (60 mins.): Pre- and Post-Marital Planning with Business Interests - Wendy Goffe, Stoel Rives

12:10pm - Break / Lunch Service Starts

12:30pm - Lunch & 4th Session (60 mins. w/ Ethics Credit): Plans That Work for Families That Don’t - John Hartog and Jaime Herren, Hartog, Baer & Zabronsky

1:30pm Break

1:40pm 5th Session (60 mins.): Charitable Planning with Business Interests - John Prokey, Ramsbacher Prokey Leonard

2:40pm - Dessert and Wine Reception