SEPC February Meeting

Date: Wednesday, February 22, 2023
Time: 5:00pm - 7:30pm
Location: Sutter Club (California Room) / Zoom
Speaker: Andrew Verriere and Amanda Sherwood - Hartog Baer Zabronsky Verriere

Please note new changes regarding monthly meetings.
1. Registration will now close the Friday before the meeting.
2. If you plan on attending in person and believe you've registered please confirm.  No walkins for this meeting.


February Meeting
Attorney-Client Privilege and Attorney Work Product in Estate Planning and Litigation

Speakers
Andrew Verriere, Principal - Hartog, Baer, Zabronsky & Verriere APC
Amanda Sherwood, Attorney - Hartog, Baer, Zabronsky & Verriere APC

Description
The presentation will address both ethical and evidentiary issues that arise in the context of estate planning and litigation.  The presenters will discuss both the obligations placed on attorneys through the Rules of Professional Conduct, the evidentiary privileges available to parties and attorneys, and some recent proposals to change the rules governing some post-death protections.

Location (if attending in person)
Sutter Club, California Room
1220 Ninth Street
Parking
Sutter Club, Garage
824 L Street

Zoom Attendees
Please sign in promptly so you have adequate opportunity to prepare for the meeting. 

Zoom information will be emailed the day before as well as the time to sign in for the meeting.

Agenda
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.

Cost

  • SEPC Members (Sutter Club): $65
  • Non-Members (Sutter Club): $80
  • SEPC Members (Zoom): $25
  • Non-Members (Zoom): $45

Menu
Soup
Cheesy Tomato Bisque

Entrees
Beef Tenderloin boursin whipped potatoes, heirloom carrots, asparagus, bordelaise
Grilled Wild Salmon fondant potato, brussel sprouts, shallots, shitake mushrooms
Gorgonzola & Spinach Ravioli sofrito sauce, wilted spinach, parmesan cheese

Dessert
New York Cheesecake mixed berry compote

 

For More Information
Contact: Raquel Altavilla
Phone: 916.715.5939
Email: admin@sacepc.org

Please note we have a limited in person capacity for this meeting. There are no walk-ins for this meeting.


Registration will close on Friday, February 17.

See Upcoming Event Calendar