Estate Planning Symposium [photos]

The 24th Annual Estate Planning Symposium on May 2, 2017 was well received with over 110 attendees. The Symposium featured two sessions:

  • End of Life Liberty: Evolving Law and Policy in the U.S.
  • Ten Things Estate Planning Attorneys do that Drive Trust Administration Attorneys Nuts!

Featured speakers included: Frank R. Acuna, Esq. – Partner, Acuna Regli; Kathryn L. Tucker J.D.  – Executive Director, End of Life Liberty Project; Dr. Lonny Shavelson, M.D. – Bay Area End of Life Options; and Tracy S. Regli, Esq. – Partner, Acuna Regli

Thank you to our co-sponsor, Wealth Management at Mechanics Bank and all who attended.

 

Joe Morrill and Kosta Demiris
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