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2017 Presentation Information

For Earlier Presentations Go To:

Archives


Saturday, May 13th, 2017 Introduction to Estate Planning

During this presentation, Rebecca Renzas and Naomita Yadav will discuss estate planning and trust administration basics, including why estate planning is necessary, how best to plan, current tax laws and mistakes to avoid.

You Will Learn:

  1. Basic components of an estate plan
  2. Current tax laws and strategies
  3. How to avoid planning and administration mistakes

Discussed by:
Rebecca Renzas ,Partner, Anderson Yazdi Hwang Minton and Horn

Naomita Yadav ,Associate, Anderson Yazdi Hwang Minton + Horn


Rebecca Renzas, partner at Anderson Yazdi Hwang Minton + Horn will be presenting with Naomita Yadav, associate at Anderson Yazdi Hwang Minton + Horn. Rebecca and Naomita are estate and tax planning attorneys who advise individuals and families in the development of sophisticated estate planning and wealth transfer strategies. These include the creation of revocable trusts, closely held entities, charitable trusts, split-interest trusts, dynasty trusts and private foundations. They also counsel corporate fiduciaries, trustees and beneficiaries on trust administration and probate matters.


Meeting Details:

  • Date:
  • Saturday, Sep 9th, 2017
  • Location:
  • JUBILEE CHRISTIAN CENTER - ADMINISTRATION
  • 175 Nortech Parkway
  • San Jose, CA 95134
8:30 A.M. Registration / Social / Book Swap
  • 8:55 A.M : Chapter announcements
  • 9:00 A.M : Presentation
  • 11:30 A.M : Q&A
  • An investment book will be raffled off during the meeting.

  • Price In Advance (postmarked by Sep 5th, 2017 or OnLine by Sep 7th, 2017): $20/person
    Late Registration (OnLine by Sep 9th, 2017): $25/person
    Price At The Door (space permitting): $25/person
    Non-Members Are Welcome
    No Refunds
    Students under 25 free;
    Must provide proof of age at Registration Desk. Pre-Registration not required.

  • ONLINE REGISTRATION (starts on Aug 8th, 11:30 AM)

More Information

  • Visit our book swap table before the meeting; bring a book, take a book!
  • Meeting Location Changed to JUBILEE CHRISTIAN CENTER,
    175 Nortech Parkway, San Jose, CA 95134
  • Driving Directions to JUBILEE CHRISTIAN CENTER - ADMINISTRATION
  • No refreshments provided. Refreshments available for purchase at the AMC counter.

Downloads and Links





We Moved to New Venue!!

We'd thought we'd give you a look ahead at where we'll be hosting our events come this fall. A pictorial overview is given below. Let us know if you have any questions -- we'll be happy to answer them!



Starting in the fall, we'll be holding our events at the Jubilee Administration Building at 175 Nortech Pkwy, San Jose, CA 95134.



From Mid-Peninsula,
headed South on 101, you take 237 to the First Street exit and head north.



Here's a close up of 237 and 1st Street.
You'll exit 237 and head north.
The first major road will be Nortech PkWy. -- take a right.
The Administration Building is the last building on the block.



There is plenty of parking at the building.
As you enter the side entrance you'll be greeted at our registration desk.



We have a covered entrance from the parking lot.
As you enter you'll see our event room.
The event room features a raised stage, dual screens and projectors, classroom seating, Wi-Fi and an integrated/professional sound system.



And now for some more good news...


TICKETS -- WE'VE LOWERED OUR PRICES!!

You'll notice that we've lowered our pricing so early registration is $20 and late registratioin is $25. If you are a 4Ever ticket holder or hold a Guest Pass we ask you to register by mailing your 4Ever ticket or Guest Pass in with the registration form. (If you don't pre-register you can still bring your 4Ever ticket or event pass to the registration table -- but you're subject to space availability restrictions.)

Being a non-profit we also accept donations. Our only source of income for the Chapter is these events. From that income we provide events, workshops and a variety of sub-group meetings. FYI, Chapter Board members are volunteers and we get no income from any speaker or organization. Any donation amount is welcome!