Events
April 30, 2026 at 4:30pm – 6:00pm
Regional Parks Foundation
Exempt Organizations, Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
March 12, 2026 at 12:30pm – 1:05pm
California Lawyers Association
Family Wealth, International Tax and Estate Planning, Private Client, Tax, Ultra-High Net Worth, Wine
November 8, 2024 at 2:10pm – 3:10pm (PDT)
International Tax and Estate Planning, Private Client, Tax
January 31, 2023 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
October 19, 2022 at 4:00pm
Estate Planning Council of Diablo Valley
International Tax and Estate Planning, Family Wealth, Ultra-High Net Worth
January 26, 2022 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
January 14, 2022 at 11:00am
Lido Consulting
Family Wealth, International Tax and Estate Planning, Tax
January 14, 2021 at 4:30pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Ultra-High Net Worth
November 18, 2020 at 3:25pm
CalCPA
Family Wealth, International Tax and Estate Planning, Tax
January 30, 2020 at 4:00pm
Regional Parks Foundation
Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
April 17, 2019 at 6:00pm
Estate Planning Council of Diablo Valley
Family Wealth, International Tax and Estate Planning, Tax, Ultra-High Net Worth
May 29, 2018 at 2:00pm
FPA NorCal Conference
Family Wealth, International Tax and Estate Planning
February 8, 2018 at 4:00pm
Fox Fiduciary Summit
Family-Held Enterprises, International Tax and Estate Planning, Private Client, Ultra-High Net Worth, Wine
6/2/2017 8:00am – 1:00pm
Golden Gate University
Family Wealth, International Tax and Estate Planning
5/17/2017 6:00pm – 8:00pm
Lafayette Park Hotel
Family Wealth, International Tax and Estate Planning, Exempt Organizations
3/30/2017 11:30am – 1:30pm
Farella Braun + Martel LLP
Family Wealth, Exempt Organizations, International Tax and Estate Planning
10/21/2016 11:30am – 1:30pm
Farella Braun + Martel
Family Wealth, International Tax and Estate Planning
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