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2012
May - Estate Planning for Digital Assets - Ron Wargo, Attorney, Friedemann Goldberg
Apr - Proposition 13: Property Tax for Estate Planners - Daniel Paul, Esq., Tax Counsel,
California State Board of Equalization
Mar - Medi-Cal Fraud & Elder Abuse in California - Steven D. Muni, Esq., California Deputy
Attorney General, Bureau of Medi-Cal Fraud & Elder Abuse
Feb - Self-Directed IRAs - Samantha Hall, IRA Consultant, Polycomp
Jan - Recent Developments in Trust and Probate Law - Ed Corey, Esq., Weintraub Genshlea
Chediak LC, Gina Lera, Esq., Downey Brand LLP, James Deeringer, Esq., Downey Brand LLP
2011
Dec - Winter Mixer
Nov - Long Term Care Insurance Planning - Jon Allen, Trumark Financial
Oct - Trapdoors for Lay Trustees - Jeff Galvin, Esq., Downey Brand
Sep - Planned Giving Vehicles - Aydee Ferguson, Sutter Health
Aug - Criminal Elder Abuse - James Deslaurier, Esq. & Laura Conrad, Placer County
Sep - Planned Giving Vehicles - Aydee Ferguson, Sutter Health
Aug - Criminal Elder Abuse - James Deslaurier, Esq. & Laura Conrad, Placer County
District Attorney’s Office
Jul - Federal Estate Tax Issues- Kyle Martin, Esq., Internal Revenue Service
Jun - Spring Mixer
May - A Medical Provider’s Perspective - Dr. James McGregor & Catherine McGregor,
Jun - Spring Mixer
May - A Medical Provider’s Perspective - Dr. James McGregor & Catherine McGregor,
RN, Sutter Health - Health Care Directives
Apr - Social Security - Rosario Ramirez, Social Security Administration
Mar - Lost Pensions - Justin Freeborn, Western States Pension Assistance Project
Feb - Property Tax Issues for Trusts and Business Entities- Carole Ruwart, Esq.,
Apr - Social Security - Rosario Ramirez, Social Security Administration
Mar - Lost Pensions - Justin Freeborn, Western States Pension Assistance Project
Feb - Property Tax Issues for Trusts and Business Entities- Carole Ruwart, Esq.,
Board of Equalization
Jan - Planned Giving Panel - Aydee Ferguson, Sutter Health, Julie Van Dooren,
Jan - Planned Giving Panel - Aydee Ferguson, Sutter Health, Julie Van Dooren,
American Cancer Society, Veronica Blake, Placer Community Foundation, Randy Gustavus,
United Way
2010
Dec - Winter Mixer
Nov - Irrevocable Life Insurance Trusts (ILITs) - Dean Bender, CPA Gallina LLP
Oct - Revitalizing a Stale Trust -Jim Lamping, Esq., Lippenberger, Thompson, Welch,
Soroko & Gilbert LLP
Sep - Planning for Long-Term Care - Patricia McGinnis, Executive Director, CANHR
Aug - Professional Fiduciaries - Lisa Berg, Fiduciary, CA Dept. of Consumer Affairs
Professional Fiduciaries Bureau Advisory Committee
Jul - Elder Financial Abuse - Deborah Braver, CA Dept. of Corporations
Jun - Spring Mixer
May - Probate Court Update - Angela Bradrick, Esq., Legal Research Attorney, Placer
Jul - Elder Financial Abuse - Deborah Braver, CA Dept. of Corporations
Jun - Spring Mixer
May - Probate Court Update - Angela Bradrick, Esq., Legal Research Attorney, Placer
County Superior Court
Apr - Tax Issues for Unmarried Couples - Pat Cain, Inez Mabie Distinguished
Apr - Tax Issues for Unmarried Couples - Pat Cain, Inez Mabie Distinguished
Professor of Law Santa Clara Law
Mar - 2010 Roth IRA Conversion - Erik Boyme, Financial Advisor, Wells Fargo
Feb - IRS Federal Estate and Gift Tax Update - Kyle Martin, Esq. Senior Estate Tax
Mar - 2010 Roth IRA Conversion - Erik Boyme, Financial Advisor, Wells Fargo
Feb - IRS Federal Estate and Gift Tax Update - Kyle Martin, Esq. Senior Estate Tax
Attorney
Jan - Annuities: History of Living Benefits - Brian Stormont, Divisional Sales
Jan - Annuities: History of Living Benefits - Brian Stormont, Divisional Sales
Director, Protective Life and Annuities
2009
Dec - Winter Mixer
Nov - Business Succession Planning, Entity Structure, Asset Protection, & Buy-Sell
Nov - Business Succession Planning, Entity Structure, Asset Protection, & Buy-Sell
Agreements - Lisa Nixon, Esq.
Oct - Annuities: Common Mistakes - Toni Miller, Regional Marketing Director,
Oct - Annuities: Common Mistakes - Toni Miller, Regional Marketing Director,
Prudential
Sep - Estate Planning Basics: An Attorney’s Perspective -Elise Baker, Esq., Placer
Sep - Estate Planning Basics: An Attorney’s Perspective -Elise Baker, Esq., Placer
Law Group, APC
Aug - Senior Placement & In-Home Care - Homa Rostami & Sue Hoppe, Life Options for
Aug - Senior Placement & In-Home Care - Homa Rostami & Sue Hoppe, Life Options for
Seniors
Jul - Protecting & Preserving Special Needs Trust Assets - Jim Huyck,
Jul - Protecting & Preserving Special Needs Trust Assets - Jim Huyck,
Advocate/Consultant
Jun - Myths & Facts: Reverse Mortgages - Des Lenz, American Pacific Reverse Mortgage
Jun - Myths & Facts: Reverse Mortgages - Des Lenz, American Pacific Reverse Mortgage
Group
May - Proposition 13 & Revocable Trusts as Joint Tenants on Real Property - Daniel
May - Proposition 13 & Revocable Trusts as Joint Tenants on Real Property - Daniel
Paul, Esq., California Board of Equalization
Apr - Estate Management: A Case Study -0Denise Ash, Financial Services Professional,
Apr - Estate Management: A Case Study -0Denise Ash, Financial Services Professional,
New York Life
Mar - Reporting Financial Elder Abuse - Karen Bone, BSW, Placer County Adult
Mar - Reporting Financial Elder Abuse - Karen Bone, BSW, Placer County Adult
Protective Services
Feb - Planned Giving - Veronica Blake, Executive Director, Placer Community
Feb - Planned Giving - Veronica Blake, Executive Director, Placer Community
Foundation
Jan - Beneficiary Designations & FDIC/NCUA Coverage - Elise Baker, Esq., Placer Law
Jan - Beneficiary Designations & FDIC/NCUA Coverage - Elise Baker, Esq., Placer Law
Group, Esq.
2008
Dec - Difficult Case - Group Discussion
Nov - Helping Clients with Special Needs - Peggy Vukasin, Financial Services
Nov - Helping Clients with Special Needs - Peggy Vukasin, Financial Services
Professional, Hansen & Associates Financial Group
Oct - How the Current Economy Affects Our Clients - Rick Hoem, Financial Services
Oct - How the Current Economy Affects Our Clients - Rick Hoem, Financial Services
Professional, Advisor Wealth Solutions
Prior Speakers and Topics
