Next Meeting:
Tuesday, November 18, 2025
Tentative Title: Proposition 19 - Including Strategies for Mitigating or Avoiding Reassessment
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November 18, 2025
James L. Cunningham, JR., ESQ - Cunningham Legal
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January 27, 2026
Updates in Estate Planning
Andrew Katzenstein, Esq. & Caroline Robbins, Esq. - Proskauer
March 24, 2026
To Be Announced
John W. Prokey, Ramsbacher Prokey & Leonard LLP
May 26, 2026
Because “I Love Real Estate” is not a Fiduciary Standard
Marc McKay - National Head of Trust, Estate and Fiduciary Administration, BMO Wealth Management
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