Thirteenth Annual Spring Symposium

THURSDAY, May 26, 2022  |   12:00 – 4:15 P.M.

Preservation Park  |  Niles Room  |  668 13th Street, Oakland  

Sponsored By:

11:45 a.m.

Sign In & Boxed Lunches

(Please Note: Pursuant to the City of Oakland Ordinance, Preservation Park requires attendees to be vaccinated for Covid-19. Please be prepared to show your vaccine record at sign in.)

12:00 p.m. Introductory Remarks

12:15 p.m.


Justin Miller, Esq., National Director of Wealth Planning, Evercore Wealth Management, LLC, San Francisco, CA

Estate Planning Paralysis: Getting Your Clients to Act.

When evaluating tax, estate, and philanthropic planning advice, many clients often find themselves paralyzed from taking any action. How do you determine the optimal solutions to address your clients’ needs, communicate sophisticated planning strategies in a manner that is easy to understand, and motivate a client to implement those strategies? This seminar provides concrete methods for you to help clients move beyond anxiety and confusion and take action—even in an environment of ongoing market volatility and economic uncertainty.

1:30 p.m.





Tracy Regli, Esq., Partner, Acuna❖Regli, Pleasant Hill, CA

Conservatorships 101 – Preparing Yourself and Your Client for Conservatorship Success

Conservatorships can be complex and adversarial.  This program will provide a primer on this important area of the law and provide offer tips for successful conservatorship actions.

2:45 p.m. Break


3:00 p.m.

Kevin Berthia, Kevin Berthia Foundation (Competency CLE Credit available)

The Kevin Berthia Story: “Hearing, Hope & Healing”

Kevin Berthia is a suicide survivor and prevention advocate. Kevin was born with a genetic major depression disorder. In 2005, at the age of 22, Kevin attempted to take his own life by jumping from the Golden Gate Bridge. It wasn’t until 8 years after his attempt that Kevin was reunited with the officer who talked him back to safety. Since then, Kevin’s story of HOPE has touched a diverse group of audiences all around the world. Kevin believes that having attempted suicide plays a major role in the prevention of additional suicides. No one knows more about the darkness that surrounds suicide than those who have walked in its shadow.

3 hours of MCLE and Specialization Credit Approved, Including 1 Hour of Competence Issues.