CPE Forum Board of Directors:
Rob Sals, CSA- Founder
Norm Wood, SIMC- Exec. Director
Michael J. Jones, CPA- Exec. Board Chairman
Bruce Dunlap, CPA- Exec. Board Member
Clark L. Savage, CPA/ABV/ASA- Board EditorBill A. Brandwein, Esq.
Jan Vanderbilt, CPA
Jennifer Walker, Esq.
Tony Karachale, Esq.
Kathy Kobata, CPA
Mike Nolan, CPA
Greg Thelen, CPA
Bill Stoffers, Esq.
Gordon Rubbo, CPA
Jim Schwefel, Esq.
Anne Marshall, Esq.
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Calendar of Events:
"The Past, Present and Future of No Contest Clauses In Wills &
Trusts"
Speaker: Richard Ehrman, Esq.
When: Tuesday, April 7, 2009 Registration will start at
11:30am - Program will run from 12pm - 2pm
Where: Pasadera Country Club
** The fee for the lunch seminar is $40**
Speaker Bio: Richard Ehrman is a shareholder in Trusts and Estates Group
of Palo Alto's Thoits, Love, Hershberger & McLean and focuses his
practice on estate and trust planning, implementation, administration,
and litigation, as well as estate and gift tax counseling. He is
certified as a specialist in his field by the State Bar of California
Board of Legal Specialization and is a member of the Executive Committee
of the Trusts and Estates Section of the State Bar of California.
RSVP to Suzanne Komarek via e-mail (preferred) at
suzannek@hw-cpa.com
or by phone at (831) 624-5333. Please reply no later than Wednesday,
April 1st.
Please make your check payable to: "CPE Forum of the Central Coast", and
mail before the meeting date to: Smith Barney, Attn: Norm Wood, 1418
South Main Street, Ste 200, Salinas, CA 93908
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