Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our January presenter is Tim Hanson from the Placer Title Company. The topic is "Trusts, Powers of Attorney, Estates (Heirs/Devisees) and Court Orders." The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is Susan Willson, Placer SPCA. The topic is "Being the Wise Investor with Charitable Planned Giving." The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenters are Tony Owings &  John Rogers Burke. The topic is "Family Estate Planning Case Study" The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is Geoff Sakala, CEO, ClickSpring. The topic is "Social Media and Your Practice." The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is Alec Baillie, ASA, CFA, Sanli Pastore & Hill, Inc. The topic is "Business Valuation." The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is John Melrose Placer County Veteran Service Officer. The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is Jim Cunningham – Cunningham Legal. The topic is "IRA Trusts." The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is the Placer Community Foundation. The topic is "Philanthropy in Placer County." The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is Barry Sacks. The topic is "Recovering a Lost Deduction." The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our January presenter is Tiffany Paige of Artisan Mind. The topic is "Using art to connect the heart and mind of individuals living with Alzheimer’s Disease and dementia." The South Placer Estate Planning Council is a cross-section of professionals whose work […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our February presenter is Kathy Inocelda, Director of Operations at ApexCare. The topic is "Planning for Long Term Care Expenses." Senior care is an ever changing and highly competitive business. ApexCare has been providing in home care and placement […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our March presenter is Michelle Johnston, Regional Director of the Alzheimer's Association, Northern California and Northern Nevada. The topic is "Recognizing signs of Alzheimer's disease and some of the latest research." Click: Register now! to reserve a place and also, please, […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our April presenter is Michelle Johnston, Regional Director of the Alzheimer’s Association, Northern California and Northern Nevada. The topic is “Recognizing signs of Alzheimer’s disease and some of the latest research.” Click: Register now! to reserve a place and also, […]

You are invited to: A Joint Social Mixer with The Sacramento Estate Planning Council and Placer Community Foundation When: May 11, 2016 Time: 5:30 pm - 7:30 pm Sponsored by Wells Fargo Private Bank and Placer Community Foundation _____________________________ Join us for Happy Hour at Zocalo's in the Fountains Shopping Center. Located at 1182 Roseville […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our May presenter is Stacy Sheetz, IRA Consultant from Polycomp, discussing the benefits and pitfalls of owning non-traditional IRA investments and the steps to follow. To RSVP, click: Register now! Registration closes Tuesday, May 10, 2016, 12 noon. This […]

You are invited to our SPEPC ‘Summer Mediterranean Mixer on the French Riviera’ (a.k.a. La Provence Terrace in Roseville, California)! We are extending this invitation to members of The Sacramento Estate Planning Council and The FPA of Northern California to mix and mingle on the French Riviera with us! This special evening will be a fun way to […]

Please join us at the next South Placer Estate Planning Council (SPEPC) meeting. Our July presenter is Jeff Galvin, Partner with Downey Brand LLP, Sacramento, and his topic is "On the Lookout for Undue Influence." To RSVP, Click HERE:  SPEPC Monthly Dinner Meeting    

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our August presenter is John Gomez, Operations Supervisor, Social Security Office – Roseville and his topic is “Social Security Update.” Registration closes Tuesday, August 9, 2016, 12 noon.  This is one week before the event. To RSVP click: Register now!  COSTS: $35 […]

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our guest speaker is Angela Cuadra, Program Analyst who will be discussing the roll of the fiduciary and the Professional Fiduciary Bureau. The Professional Fiduciaries Bureau was created by legislation that passed and was enacted into law in 2007 […]

Please join us for the South Placer Estate Planning Council (SPEPC) Winter Mixer! This will be our last event of the year and includes a one-time discount on attending with early 2017 membership applications or member renewals! For more information, click here. This special evening will be a fun way to meet new colleagues and catch up […]

The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others.

Stress Management Presentation

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our February presenter is Greg Sazima, MD.

His topic is: “Stress Management for Professionals.”

Probate and Estate Planning Law Section February MCLE Lunch TOPIC: Court and Legal Update SPEAKER: Patrick Ryan Bowen, Placer County Superior Court Probate Examiner DATE: Monday February 27, 2017 MCLE: 1.0 hour MCLE General Law CLICK HERE FOR REGISTRATION INFORMATION FLYER

A great way to interact with your peers in a casual environment. - No host event.

Straight off the heals from presenting at the Special Needs Planning Symposium, Jim Huyck, Public Benefits Consultant and Advocate with over 40 years of experience, will speak at the March South Placer Estate Planning Council (SPEPC) on: “Public Benefit Advocacy for People with Developmental and Other Disabilities” Jim will address Special Needs Trusts and information […]

LIFECYCLE OF A BUSINESS OWNER APRIL 2017

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our April presenters are: WorkLife Strategist Diane Sansom of Opus5, Ellwood Jones from Capital Region Financial Group and Craig Hettrich, President of Renaissance Executive Forums of Sacramento.  

Their panel presentation is titled: "The Life Cycle of a Business Owner"

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our May presenter is Christopher J. Zeger, MD. His topic is: “Understanding Substance Abuse & Cannabis Laws to Protect Clients & Professional Competence.” Dr. Zeger, a Psychiatrist/Addictionolgist, was the keynote speaker for the Administrative Law Judges State Convention. He […]

2nd ANNUAL SUMMER MEDITERRANEAN MIXER – LA RIVERIA! Hosted by The South Placer Estate Planning Council (SPEPC) You are invited to our 'Summer Mediterranean Mixer on the French Riviera' (a.k.a. La Provence Terrace in Roseville, California). In addition to our SPEPC membership, we are inviting members of The Sacramento Estate Planning Council, Probate and Estate […]

General Motivation Info Handout

Our July presenter is Gordon Fowler, president & CEO of Sacramento’s 3Fold Communications, a Sacramento-based communications company. His topic is:

“Bridging the Generation Gap with Clients & Colleagues.”

Please join us for the next Placer County Bar Association Probate and Estate Planning Section MCLE Lunch.

TOPIC: Recording Documents – Do This, Don’t Do That

SPEAKERS:
Ryan Ronco – Placer County’s Clerk-Recorder-Registrar of Voters
Tim Hanson & Bridget Powers – Old Republic Title Company

Our August speaker is John Melrose, Veteran Service Officer for Placer County, and his topic is:

"VA Benefit Updates & 2018 Forecast.”

For September, we’re pleased to present Mindy Steuer of the Law Offices of Melinda Jane Steuer in Sacramento. Her topic is:

“Financial Foxes Guarding the Henhouse”

Our October presenter is Christina Elliot, Executive Director of the CalABLE Board under the California Treasurer's office. Her topic is:

“CalABLE: A New Tax-Advantaged Savings Tool for People With Disabilities.”

Please join us at the next South Placer Estate Planning Council (SPEPC) Winter Mixer December 5, 5:00 - 7:00 PM. This will be our last event of the year. This special evening will be a fun way to meet new colleagues and catch up on current topics unique to our profession. We will have a […]

Taxing Uncertainty:  The Current State of Tax Reform

The SPEPC kicks off 2018 with an update and examination of the House and Senate Tax Bill.  Jon Robirds, CPA, with MGO, a global and full service CPA and business consulting firm, will lead our discussion on current tax reform and how to respond to it.

PEP January MCLE Lunch: New California Recording Fee and Other Updates

The speaker for January 2018 PEP MCLE Lunch will be Ryan Ronco from the Placer County Recorder's Office. He will be discussing the new law that went into effect on January 1 pertaining to the added recording fees along with other updates.

Families, Wealth & Addiction

Our February speakers are Tom Nemat, Chief Executive Officer, and Joe Milligan, Chief Communications Officer of Beginnings Treatment Centers in Orange County, CA. Tom, an experienced estate planning attorney, and Joe, who has 24 years in recovery, will discuss the topic Families, Wealth & Addiction: Beyond Financial Solutions For Preserving Family Wealth In The Face of Addiction.

Steve McCormick, CPA of Kee & Associates, will speak at February's Probate and Estate Planning section lunch MCLE. His topic will be the summary of 2017 tax cuts and the jobs act. Attend and find out all the changes. A popular topic, seats will fill fast. Don't forget to bring your questions!

The Dementia Whisperer

Our March speaker is Laura Wayman, aka “The Dementia Whisperer.” Laura is a sought after speaker, who has dedicated over 20 years to exploring, understanding, and improving dementia care.

Funding Fundamentals for One Life Certainty

For April, we’re pleased to present Tom Rasmussen of Clear Solutions Insurance Services. Tom has supported thousands of individuals across the country with “Income Protection Planning” strategies for over 30 years.

Great speakers and topics lined up. Sign up now and save money. When registering, please be sure to make your breakout session choices.

The 2018 Spring MCLE Conference will be held at The Falls Event Center, located in Roseville, behind the Galleria Mall and next to the Hyatt Place.

Financial Elder Abuse: the roles and responsibilities of fiduciaries and other professionals

For May, we’re pleased to present Melinda Steuer of the Law Offices of Melinda Jane Steuer in Sacramento. 

Melinda will discuss the legal standards of undue influence and financial elder abuse, red flags to watch out for, and the roles, duties and responsibilities of fiduciaries and other professionals with respect to detecting and preventing undue influence and financial elder abuse, and protecting clients.

3rd ANNUAL SUMMER MEDITERRANEAN MIXER – LA RIVIERA!

We hope you can mix and mingle on the French Riviera with us! There will be plenty of appetizers served throughout the evening and you can pre-pay for wine in this registration form.

Top 10 Things Employers do to get Sued by their Employees

Our July 17, 2018 speaker is Lynda Dickey, Senior HR Consultant with VantaggioHR, The Employer’s Advantage. For over 30 years Lynda has helped companies develop comprehensive policies and procedures manuals and systems to avoid litigation and improve employer employee performance.

Cyber Security

Join us Aug. 21 for a sizzling summer double header! Cyber security breaches impact our daily lives, national security, and have turned the internet into a battle zone.

Access To Healthcare

Join us on Sept. 18 as we immerse ourselves in the critically important arena of: Access To Healthcare.

We will cover Medicare basics; supplementing Medicare through Medigaps and retiree coverage; impact of employment on Medicare coverage; Covered CA, the ACA, and government programs to lower costs.

The Alphabet Soup of Advanced Trusts, Administering the Trust

Join us October 16 when Peter Myers, partner in San Francisco / Los Angeles firm Fox Rothschild, will present: The Alphabet Soup of Advanced Trusts, Administering the Trust.

Please join us at the next South Placer Estate Planning Council (SPEPC) Winter Mixer. This will be our last event of the year. This special evening will be a fun way to meet new colleagues and catch up on current topics unique to our profession. We will have a brief business meeting for the election of 2019 officers followed by plenty of appetizers, live holiday music and a no-host bar. Please note our deadline for registering is Dec. 4, 2018, 12:00 Noon.

Recent Labor and Employment Trends Every Employer Needs to Know

Treaver K. Hodson, Esq. will give a one-hour presentation regarding changes in California law that occurred in 2018 in the areas of hiring, wage and hour law, arbitration, leaves of absence, harassment, discrimination, immigration, labor unions and others.

Latest Ideas on Qualified Retirement Plans for High Income Earners

Please join us February 19th at our next South Placer Estate Planning Council dinner meeting.

Phil Giles will discuss how to create tax-free retirement income utilizing after-tax Roth accounts without worrying about income limits. In addition, Stacy Sheetz will present on Self-directed Retirement Accounts and how the LLC option can benefit certain investors.

A Year Later: The Current State of Tax Reform

After the biggest tax overhaul in 3 decades, a myriad questions still exist regarding implementation of the Tax Cut and Jobs Act. Jon Robirds, CPA, with MGO, will lead our discussion on the current state of tax reform.

Quarterly Economic and Market Review for 2Q 2019

This Consumer-oriented presentation will also include what this means for you as investors and your clients, how we position for these factors, and most importantly strategies for these uncertain times.

Estate Planning Blunders of the Rich and Famous

This months speakers will be presenting on cautionary Estate Planning Gaffes, Blunders (and a few Triumphs.)

The South Placer Estate Planning Council (SPEPC) warmly invites you to their Summer Mixer. This will be a special evening to see old friends, meet new colleagues, and refresh yourself on current topics unique to the estate planning profession at The Lounge at La Provence restaurant.

Latest developments in Residency Transition matters Presented by Moss Adams, LLP

Are some of your clients considering moving to Nevada? Join us July 16th when Francine Vorhees, Moss Adams (MA) LLP Partner, and Chris Parker, MA Senior Manager, will talk about some of the latest developments in residency transition matters.

This month we will feature a highly acclaimed presentation from the Elder Abuse Task Force.

Our panel will be led by Program Coordinator, Deputy District Attorney Shannon Quigley. She and her team have been focused on family violence and elder abuse crimes, dedicated to getting justice for the victims involved.

The Intersection of Estate Planning and Family Law

Learn what happens when there is a divorce and how the ATRO provisions prevent certain transfers of property, trusts, and the connection of California community property law and estate planning.

LGBT Estate Planning- is it all the same now?

Learn from a seasoned Estate Planner the differences for LGBT families in planning their estate and other matters.

Please join us for our first Fall Mixer!

Based on our recent member Marketing Survey we found that members like the Networking aspect of our group. This month we will be having an informal Mixer at Bennett's Bar and Restaurant. No RSVP required.

Please join us at the upcoming Winter Mixer. We will be celebrating at the charming Cante Ao Vinho in Rocklin for Italian food, wine tasting, live music, and general merriment. Members will also cast ballots to elect new officers for the Council.

PLACER COMMUNITY FOUNDATION presents in partnership with PLACER COUNTY BAR ASSOCIATION

Estate Planning Professionals Luncheon

“A Team Approach to Estate Planning” with Guest Speaker David Gaw of Gaw Estate Planning

Please join us January 21st at our next South Placer Estate Planning Council dinner meeting.

"Economic and Market Review for 2Q 2019 and beyond"

Our featured presenter will be Mike Whitney, Regional Director with Russell Investments

Thank you to January's Event Sponsor:

Sponsored by: Dawn Pedicord, CFP® of Foord, Van Bruggen & Pajak

Please join us February 18th at our next South Placer Estate Planning Council dinner meeting.

Topic: "Cultural Intelligence: Understanding Different Values & Behaviors in Clients"

Sponsored by: Jeff Stephens, GVM Law, LLP

Please join us March 17 at our next South Placer Estate Planning Council dinner meeting.

Topic: "The Split Roll Battle: repealing Prop 13?"

Sponsored by: Craig Falk, Craig Cares — Sacramento Senior Home Care

New Opportunities in the Covid19 Economy...and more!

This Tuesday, April 21st we will have our Monthly Meeting via Zoom conferencing. We are changing the format as our original speaker has asked to be rescheduled to when we are meeting in person again.

Business Valuations in Estate Planning-- before and after Covid19

This Tuesday, April 21st we will have our Monthly Meeting via Zoom conferencing. This Month's Speaker: Forrest Vickery, Managing Director of Sanli Pastore & Hill

Forrest will provide an overview of how business valuations play a role in the estate planning process from family succession planning to gift / estate tax reporting.

Sponsored by: Michael F. Storz, CLPF #387 - Storz Fiduciary Services

Charitable Planning & Philanthropy Strategies for 2020

This Month's Speaker: Colby Bircher | Vice President, Charitable Planning Consultant |FIDELITY Charitable

Amid the coronavirus pandemic, U.S. Philanthropy has soared. The CARES Act opens the door to new giving strategies for individuals and corporations.

Sponsored by: Leilani Fratis, CEO, Placer SPCA

Know Your Client: How To Keep Your Client From Becoming Your Enemy (Prof Liab/Malpractice)

This Month's Speaker: Karen Goodman, Esq., Goodman Law Corporation

A professional's most valuable skill is the ability to communicate competent advice in the best interests of the client.

Sponsored by: Renee Perez

2020: A wild ride for investors" --Year-to-date Market and Economic Update

This Month's Speaker: Joe Gadreau, Associate Regional Director, Russell Investments

Joe’s presentation will feature highlights on the most pressing areas of the market including: leading economic indicators, market valuations, and thoughts on the future.

Sponsored by: Jamie Furlong, Bangerter Financial

Prop 15-- Split-Roll Initiative to increase Property Taxes on Commercial Properties

This Month's Speaker: Ted Gaines, CA State Board of Equalization Board Member

The 2020 California Proposition 15, also known as the Schools and Communities First Initiative, would create a split roll property tax system and spend the revenue increase on education and other public services.

Sponsored by: John A. Cooper

How to Make Sure Your Final Wishes Are Fulfilled

This Month's Speaker: Steven H. Gurne, Esq., Gurnee Mason Rushford Bonotto & Forestiere LLP

Sponsored by: Douglas E. Clifford, CLU, Wealth Management Advisor

COVID-19 and China's Moral Crisis

This Month's Speaker: Mr. Nan Su, Epoch Times, Senior Reporter

With millions of people infected, Covid-19 has brought the world's attention to Chinese regime's cover up of the pandemic information. China's ethical standards and moral values once again have become a hot issue.

Register now!

PLEASE JOIN US FOR OUR 2021-2022 Board Elections and Virtual Happy Hour.

Put on something Festive and bring your favorite Holiday Cocktail or Mocktail to "share".

Proposition 19 and Family Succession

This Month's Speaker: Cameron L. Hess, Esq., CPA Wagner Kirkman Blaine Klomparens & Youmans LLP

The one-day conference features nationally known experts from across the country, speaking on issues and concepts that are essential for practitioners who wish to stay up to date.

Event RSVP

Family Estate Planning - An Interactive Case Study

Unfortunately, our planned speaker, Carol Kinsel, had an urgent medical situation arise and is not able to present at our meeting tomorrow.

As our Speaker Coordinator, Craig Falk, was connecting with members to find a replacement speaker for our meeting on short notice, graciously Tony Ownings, CFP® offered to lead and moderate an interactive discussion on Family Estate Planning. THANK YOU TONY!

CRT's and Tax Planning

Register now!

The typical CRT client is likely to see their taxes increase and many will be asking for ways to avoid the impact. Evan Unzelman, President of Sterling Foundation Management, will discuss options available to these clients and the related tax/legal authorities. David Murray, Sterling's Vice President of CRT Services, will present case studies of completed planning.

Undue Influence - Through the Eyes of the Victimizer

Register now!

Dr. Glenn Hammel is a Clinical Neuropsychologist, specializing in geriatrics and forensics. His work has focused on explaining, in compassionate and common-sense terms, how the conditions of aging impact brain functioning, vulnerability to elder abuse, well-aging, and long-term care needs.

Use of Technologies with Older Adults to Help Support a Meaningful Life

Register now!

The 'Nuts and Bolts' Behind Senior Communities and Referral Agencies

Register now!

The Five 1031 Exchange Rules I Wish Every Professional Knew and Lesser-Known 1031 Exchange Strategies for Estate Planning Purposes using Delaware Statutory Trusts

Register now!

September 21, 2021 5:30-7:30 pm - Mixer @ La Provence outdoors on the terrace.

Register now!

Potential Tax Changes for High Net Worth Individuals according to House Ways & Means Committee Proposal

Register now!

Topic: "Conservatorships: Lessons from the "Free Britney" movement and other ways to improve the system." Due to increased COVID cases, speaker cancellation and an abundance of caution, we will not holding our regular dinner meeting at La Provence next Tuesday. However, we will have our next Members Only Lunch and Learn event on January 27th. […]

Please join us February 15th at our next South Placer Estate Planning Council dinner meeting at La Provence.

Register now!

Topic: “Should an Estate Planning Attorney’s Notes be Discoverable in Post-Death Inheritance Disputes? What Attorneys and Professionals Should Know about Work Product Protections.”

Please join us March 15th at our next South Placer Estate Planning Council dinner [email protected] La Provence.

Topic: "Understanding the Bond Market"

This Month's Speaker:
David Nielsen
Senior Vice President, Financial Advisor
Hilltop Securities

Register now!

We will forgo our April evening meeting and have a lunch and learn event for the month of April. Separate emails will go out to the membership with registration details. If you are interested in membership, please contact [email protected]

Please join us May 17th at our next South Placer Estate Planning Council dinner [email protected] La Provence.

Topic: "Proposition 19 Update"

This Month's Speakers:
Matthew R. Maynard
Placer County Assessor

Register now!

Please join us August 16th at our next South Placer Estate Planning Council dinner [email protected] La Provence.

Topic:
Combating the Financial Mistreatment of Senior and Vulnerable Adults

Register Now for August 16th Meeting!

Register now!

Discussion Topic: Trustee Compensation: What is a Reasonable Fee?

We are excited to invite you to our dinner and discussion event hosted by Dawn Pedicord and Jarom Phipps. The event will be catered with delicious food from Randy Peters Catering.

Please join us October 18th at our next South Placer Estate Planning Council dinner [email protected] La Provence.

Topic: Surety Bonding From Beginning to End

Please join us for an enchanting evening at the upcoming December Mixer of the South Placer Estate Planning Council (SPEPC).

Event Summary: Planning for Conflict

Our next meeting is a "Dinner and Discussion" format hosted by Dawn Pedicord at her office's seminar room.

SPEPC Dinner Meeting, February 21 - Public Benefits for People with Disabilities

Please join us in learning from Placer County's probate judge and probate examiner as they answer questions and share insights about our local probate court system.