Past Events

October 27, 2025 October 2025 Dinner Meeting
Tales from a Third Party Fiduciary
September 15, 2025 2025-26 Season Kickoff - A View From the Bench
Honorable Le Jacqueline Duong and Honorable Amber Rosen
May 19, 2025 May 2025 Dinner Meeting
Advanced Estate Planning Strategies - National Panel
May 1, 2025 Triple Treat Mixer
April 23, 2025 April 2025 Dinner Meeting
Generational Wealth and Family Dynamics - Eugenia Amador, Shelley Forsythe, and Amy Takeuchi Wanlass
March 18, 2025 March 2025 Dinner Meeting
Planners Plan and Litigators Laugh: How will a court interpret your well-intended plan? - Erika Gasaway & Jennifer Scharre
February 24, 2025 2025 Past President's Dinner & CE
Estate Planning Paralysis: Getting Your Clients to Act - Justin Miller, JD, LLM
January 13, 2025 January 2025 Dinner Meeting
Generative AI in Estate Planning: Legal Updates and Considerations - Christopher George
December 9, 2024 December 2024 Dinner Meeting
Expert Panel - Kohlmann, Prokey and Braccini
October 28, 2024 October Dinner Meeting
Charitable Giving & Financial Strategies
September 16, 2024 2024-25 Season Kickoff
Judge Takaichi
May 31, 2024 (RECORDING) 2023 Legal Update
Expert Panel
May 31, 2024 (RECORDING) Heckerling Highlights
Expert Panel: Shepherd, Packer & Gutierrez
May 31, 2024 (RECORDING) Special Needs Planning: It Takes a Village
Expert Panel
May 20, 2024 2024 Annual Meeting w/ CE Program
Eric Gravink, Esq. & Gene Williams, MAI, CRE
April 22, 2024 April 2024 Dinner
Michael Gray, CPA
March 25, 2024 March Happy Hour Meeting
Kyle C. Martin, Esq.
February 26, 2024 2024 Past Presidents Dinner
Julia McDowell, Partner & Certified Family Law Specialist
January 22, 2024 January Lunch Meeting
Heckerling Highlights by Shepherd, Packer & Gutierrez
December 4, 2023 December 2023 Dinner Meeting
Expert Panel - Kohlmann, Prokey and Braccini
October 23, 2023 October Lunch Meeting
Special Needs Planning: It Takes a Village
September 18, 2023 2023-24 Season Kickoff
Judge Arroyo & Judge Takaichi
May 22, 2023 Annual Legal Update
Jennifer Scharre & Erin A. Norcia
April 24, 2023 April 2023 Dinner Meeting
Michael Gray, CPA
March 20, 2023 March 2023 Dinner Meeting
Richard S. Kinyon & EJ Hong
February 27, 2023 Past Presidents' Dinner & CE Program
Roberta Eckert CRPC, RICP, CLTC
January 23, 2023 January 2023 LUNCH Meeting
Justin Miller, Esq.
November 14, 2022 November 2022 Dinner Meeting
Jennifer Cunneen, Esq. & Norm Hulberg
October 17, 2022 October 2022 Dinner Meeting
Peter Stern, JD
September 19, 2022 September 2022 Dinner Meeting (w/ live streaming)
Judge Lori E. Pegg
May 24, 2022 2022 Annual Meeting & Legal Update
Jennifer F. Scharre & Erin A. Norcia
April 26, 2022 April 2022 Dinner @ LvL Up
Behavioral Finance with Magic by Theron Schaub, BFA
March 22, 2022 March 2022 Webinar
Frank R. Acuña
February 22, 2022 February 2022 Webinar
Professor Anette Nellen, CPA, CGMA, Esq. - San Jose State University
January 25, 2022 January 2022 Webinar - Estate and Gift Tax Update
Kyle Martin, IRS Supervisory Attorney
November 30, 2021 November Webinar
Melissa Karlsten & Chelsea Suttmann
October 31, 2021 RECORDING Judge Emede & Judge Pegg
Working Toward a New Normal: Santa Clara County Probate Court in 2021
October 26, 2021 October 2021 Webinar
Kevin Urbatsch, Esq.
September 28, 2021 2021-22 Season Kickoff Webinar
Judge Emede & Judge Pegg
May 25, 2021 2021 Annual Meeting
Jennifer F. Scharre & Erin A. Norcia
April 27, 2021 April 2021 Meeting
Russ Marshall & Patrick Kohlmann
April 6, 2021 Hot Topic BONUS Webinar
Travis Neal
March 12, 2021 March 2021 Meeting
Dr. Nathan Harness, CFP®
February 23, 2021 February 2021 Webinar & Past Presidents Recognition
Todd B. Wohl, AM, NAA, BRE
February 19, 2021 California Prop 19 Recording
Jennifer F. Scharre, Temmerman, Cilley & Kohlmann, LLP
January 26, 2021 January 2021 Meeting
LGBTQ Issues in Estate Planning presented by Susan von Herrmann & Jody Bryson
January 5, 2021 Hot Topic BONUS Webinar
California Proposition 19 presented by Jennifer F. Scharre, Temmerman, Cilley & Kohlmann, LLP
December 1, 2020 2020 Holiday Meeting
Justina Lai, Wetherby Asset Management
November 12, 2020 Let's toast to great conversations! A Virtual Wine Tasting & Networking Event
Tasting by Guglielmo Winery & How to Ensure a Successful Family Business Succession by Peter Johnson of the University of the Pacific Institute for Family Business
October 27, 2020 October 2020 Webinar
Steven L. Walker, Esq., Tax Attorney & Adjunct Professor, USF Law School
October 19, 2020 CARES Act Webinar
Mary Quilici Aumack, CEO of The Catholic Community Foundation of Santa Clara County
September 22, 2020 2020-21 Season Kickoff Webinar
Judge Julie Emede, Santa Clara County, Superior Court, Probate Division
July 28, 2020 Mindful on Wall Street
Douglas Martin, Andrew Scheffer & Darryl H. Ng
May 18, 2020 May 2020 Virtual Program & Annual Meeting
Robert E. Temmerman, Jr. & Jennifer F. Sharre
April 20, 2020 April 20, 2020 Virtual Networking
Discussion Topic TBD - please provide input upon registration
March 23, 2020 March 2020 Virtual Meeting
Richard M. Weber, MBA, CLU, AEP
February 24, 2020 February 2020 Dinner & Past Presidents Meeting
Jim Brown, ASA, CFP® & Expert Panel
January 13, 2020 January 2020 Dinner Meeting
Michael C. Gray, CPA
November 18, 2019 November 2019 Dinner Meeting
Theron Schaub, VP, Strategic Relations at Loring Ward
October 21, 2019 October 2019 Dinner Meeting
Steven L. Walker, Esq., Tax Attorney & Adjunct Professor, USF Law School
September 23, 2019 2019 - 20 Season Kickoff Meeting
Judge Julie Emede, Santa Clara County, Superior Court, Probate Division
May 23, 2019 Bocce Ball Social Event
May 13, 2019 2019 Annual Meeting
April 22, 2019 April 2019 Dinner Meeting
Christopher Giordano, AIF
March 18, 2019 March 2019 Dinner Meeting
Richard H. Lambie and Dan Berris JD
February 25, 2019 February 2019 Dinner Meeting
Michael J. Jones, CPA
January 28, 2019 January 2019 Dinner Meeting
James S. Aussem, JD, AEP®
November 19, 2018 November 2018 Dinner Meeting
Jeffrey D. Haskell, J.D., LL.M.
October 22, 2018 October 2018 Dinner Meeting
Cynthia J. Thorp, JD
September 24, 2018 SCCEPC 2018-19 Season Kickoff Meeting
Stephen S. Wu
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