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.
To learn more, please contact the MCEPC admin.
2017-18 Meeting Schedule
September 13, 2017
Undue Influence Contest in Will and Trust Litigation
Presented by Denise Chambliss and James Cummins.
November 9, 2017
Presented by Laura DeCaro
January 10, 2018
Extended Healthcare: Why Not Knowing What You Don't Know Can be Catastrophic
William D. Burke CLU, CFP
Evan Loevner, MBA, MPH, CEO Aviva In-Home Care
Colt Stander, CEO Clutch, MBA
Elder care is one of the most critical planning elements for professional advisors. Attorneys, accountants, fiduciaries, financial planners and insurance professionals, as "trusted advisors" ,are the first responders for many families.
There are two major planning opportunities. First, has an extended healthcare plan been discussed. Does the client really understand what happens when they are released from the hospital and need to find a support facility? Are they aware of the financial, physical and emotional impact of having no plan in place
Do they understand how an incapacity will destroy generations of their family?
Next, what are the resources to pay for extended healthcare? Without actively discussing this with your client, their retirement future can be bleak.
In addition, you will hear about new programs available to companies for their employees.
"Real Life " case examples will bring the health crisis facing older Americans into sharp focus.
March 14, 2018
No One Size Fits All: Helping clients understand charitable giving options
Presenter: Brigit Kavanagh, Esq.
Private Foundations, Donor Advised Funds, Supporting Organizations, Charitable Remainder Trusts, and recent changes to the tax law that impact these charitable vehicles.
Charitable giving is so important to our culture that there are multiple ways to give, ranging from outright gifts to a favorite charity, funding a donor advised fund, forming a private foundation, to establishing a hybrid vehicle like a charitable remainder trust. Understanding the opportunities and limitations of some of the most common charitable giving vehicles allows professional advisers to help their clients understand which vehicle is right in a particular person’s circumstance.
In this interactive presentation we will meet an extraordinary family to explore these charitable giving vehicles and key issues to consider when evaluating whether a particular vehicle is right for a client. We will also look at recent changes to the tax law (The Tax Cuts and Jobs Act and IRS Notice 2017-73) that affect charitable giving and donor advised funds.
may 9, 2018
Clearing the Hurdle: The New Tax Reform
Presenter: Andrea Kushner Ross, Director—Wealth Strategies Group
The new Tax Reform Act makes significant changes to the tax laws affecting individuals. Which wealth transfer strategies are likely to work best in the current uncertain tax environment? Andrea Ross, Director of Wealth Strategies, will discuss the challenges that investors currently face, and compare several "leveraged" wealth transfer strategies, including grantor retained annuity trusts (GRATs), installment sales to irrevocable ("intentionally defective") grantor trusts, and private annuities. Andrea will use case studies and sophisticated wealth forecasting software to highlight key issues.