The Marin County Estate Planning Council holds five meetings each year. All current and emeritus members of the MCEPC are invited to attend free of charge. Non-members are welcome to attend, but must be guests of a Council member.

Meetings are held at McInnis Park Club Restaurant, 350 Smith Ranch Road, San Rafael. Social hour begins at 5:30pm, dinner at 6:00, and the presentation at 7pm. Reservations must be made by the Friday prior to the meeting. 

If you are not a member of the MCEPC and are interested in attending, please contact a member to act as your host. Please note that there is a guest fee collected at the door of the event.

If you're interested in attending a meeting, if you're interested in speaking at a meeting, or to learn more, please contact the MCEPC admin.

 

2018-19 Meeting Schedule

September 12, 2018

Impact Investing: A panel discussion

Marin County Estate Planning Council is pleased to welcome Jennifer Acker Ayer, Will Jacobsen, Evan Mizrachy, CFA, CAIA, and Julia W. Sze, CFA, to our September meeting to present a panel discussion on Impact Investing. 

Impact Investing is heading toward the mainstream, and more major investment managers are flocking to impact investments. The panel will discuss the full range of approaches within the spectrum, from socially responsible investing to direct private equity and debt investments. The focus will be on how financial advisors can support their clients in designing, developing and implementing impact investing strategies in their portfolios.

Read professional bios of our esteemed presenters here.

Would you like to attend? Email the MCEPC admin.

Many thanks to our September sponsors, MCEPC At Large members: 

Mary Alice Cardenas (Reverse Mortgage Funding, LLC), Tom Fernwood (Kidder Matthews), Suzanne Karch (My Estate Services), and Al Statz (Exit Strategies).

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November 14, 2018

Rich Benson
Property Taxes, Taxes & Taxes: When Will It End?

The presentation will include:

  • Popular Property Tax Provisions about estate planning

  • Proposition 13 – Aging Analysis, Changes since 1978, Direction of Change, Loopholes, Rabbit-holes, and Traps

  • Outlook – Legislation and Ballot Items

Rich Benson is the Marin County Assessor-Recorder-County Clerk. Graduating from UC Davis in Wildlife and Fisheries Biology, Rich began work for outdoor equipment manufacturer “The North Face.” Combining private sector business experience with academic population statistics, a real estate license and some construction experience, he started a professional career with the County of Marin in 1985 as an entry level appraiser. Rich rose through appraiser positions, Chief of Standards and Assistant Assessor, and was elected Assessor in 2010. As a leader and speaker he has originated and authored numerous regulatory and administrative changes, co-taught the first ethics workshop for the California Assessors’ Association, and in 2017 was President of the California Assessors’ Association.

Many thanks to our November wine sponsor, Marin Community Foundation.


January 9, 2019

TERry FRANKLIN
THE 1846 LAST WILL OF JOHN SUTTON — WHAT’S NOT SO NEW IN WILL DRAFTING AND CONTESTS

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Terry Franklin went looking for evidence that would answer the question whether there was love in the relationship between his fourth great-grandfather, John, a white slaveholder in the Antebellum South, and his fourth great-grandmother, Lucy, who was described in John’s 1846 will as his ‘mulatto slave’. The will emancipated Lucy and the eight children and six grandchildren that John and Lucy shared. Terry’s search for answers also revealed a fascinating discovery, perfect for a trust and estates litigator. In this multi-media presentation, Terry retraces the path to his discovery of the will, and the unexpected will contest that threatened to keep his family enslaved. During the presentation, Terry also discusses issues of drafting to anticipate potential problems, the estate planner as witness, and how the facts of an estate planning meeting can play out at trial.

Participants will consider creative approaches for estate planners' efforts who anticipate litigation; participants will consider how facts become testimony in litigated estate proceedings; participants will learn how will contest pleadings in the past compare with current pleadings, and consider the role of the estate planner as witness

Read more about Mr. Franklin’s fascinating discoveries in Harvard Law Today.

Terrence M. Franklin is a seasoned attorney with nearly a quarter century of experience handling trust and estates and probate litigation, disputes and appeals. Mr. Franklin is a graduate of Harvard Law School and obtained his Bachelors of Science from Northwestern University. Prior to Sacks Glazier Franklin & Lodise, he practiced with the Los Angeles office of Morrison & Foerster and as a partner at Ross, Sacks & Glazier, LLP. Read Mr. Franklin’s full bio.

Many thanks to our January wine sponsor, Homa Rassouli, reverse mortgage specialist.


March 13, 2019

TBA
Many thanks to our March wine sponsor, Relevant Wealth.


may 8, 2019

TBA
TBA