Prosecuting Civil & Probate Financial Elder Abuse Cases
Welcome back to in-person meetings!
* New Location* with both indoor and outdoor meeting space.
Tuesday, October 19, 2021
(we meet the third Tuesday of the month!)
by October 14, 2021
Don’t forget to invite a Prospective Member
Meeting Timeline:
Networking and cocktails: 4:30 p.m. to 5:30 p.m. - outdoors
Dinner: 5:30 p.m. (approximate) – socially distanced seating indoors
Meeting: 5:45 p.m.
Speaker: 6:00 to 7:00 p.m.
We will be following the Center for Disease Control and Prevention (CDC) Guidelines which recommends all individuals,regardless of vaccination status, wear face coverings indoors.
The Estate Planning Council of San Diego Presents:
Prosecuting Civil & Probate Financial Elder Abuse Cases​
Speakers: Joel Bryant, Esq. and Rob Dieringer, Esq.
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Convenient Location: Legacy Hotel and Spa
875 Hotel Circle South San Diego, CA 92108
In the heart of Mission Valley
1-888-534-2299 • 1-619-782-9155
Easy parking and access ~ Map and Directions to follow
https://legacyresortandspa.
Legacy Hotel & Spa Commitment: The safety and well-being of our guests and employees have always been our top priority, and that commitment takes on special significance in light of the global outbreak of COVID-19. Our Clean & Care Commitment reinforces our dedication to providing a healthy and sanitary environment by following required and recommended procedures and protocols of the local public health authorities along with the CDC and World Health Organization.
Cost:
Members: Included in Membership Dues
Emeritus: $75
Guests: $90.00
Dues are Due: Renew your membership HERE
Menu
Plated meal which Includes House Salad, Rolls & Butter, Iced Tea, Coffee
Entree #1: Pan Seared Salmon
Artichoke Port Salute Cheese Ravioli, Wild Arugula, Tomato Tarragon Butter
Dessert: Tiramisu with Carmel Sauce
Entree #2: Vegan Option
Details to come
Please RSVP by October 14th 2021
RSVP NOW Don’t forget to invite a prospective member!
In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button. You do NOT need a PayPal account in order to pay via credit card through PayPal.
Topic: Prosecuting Civil & Probate Financial Elder Abuse Cases
Speakers:
Joel R. Bryant is recognized as one of San Diego’s top litigation attorneys handling nursing home abuse, personal injury, financial elder abuse, and will and trust fraud cases. Joel was one of the first attorneys in San Diego to specialize in prosecuting civil and probate actions for financial elder abuse, and is one of the few attorneys experienced and successful in both nursing home abuse and financial elder abuse litigation. Such experience allows Joel to quickly identify medical issues and track financial fraud in either civil court or probate court.
Joel Bryant has extensive trial experience and enjoys an excellent reputation throughout the legal community as an aggressive and compassionate advocate for his clients. Read Joel's bio in full here.
Rob Dieringer, Esq.
Robert Dieringer is an estate and elder law attorney with Green Bryant & French, LLP. Mr. Dieringer focuses his practice on estate planning, will and trust contests, fiduciary representation, conservatorships, special needs trusts, Medi-Cal planning, and long-term care advocacy.
Mr. Dieringer’s leadership roles include past-Chair of the Elder Law Section of the San Diego County Bar Association and Secretary and Board Member of the Probate Attorneys of San Diego. Mr. Dieringer is a member of the San Diego County Bar Association, National Academy of Elder Law Attorneys, and California Advocates for Nursing Home Reform, Legal Information Network. Read Robert's bio in full here
Continuing Education Credits Pending:
This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and is pending for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour r, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals.
Thank you to our sponsors!
Would you like to be a sponsor? Please contact: Tom Gotfredson, (858) 361-2874 tlg@gotfredsonlawfirm.com
or Barbara Leinenweber, (619) 981-0002 BLeinenweber@coldwellbanker.
Annual Gold Sponsor
“Trust us to take care of you”
Jay Robinson-Duff, Wealth Manager
858.410.5755 | jrobinson-duff@
With more than 60 years of fiduciary experience, First American Trust provides investment management, trust and banking services, with a special expertise in real estate
https://www.firstamtrust.com/
4380 La Jolla Village Drive, Suite 200, San Diego, CA 92122
Meeting Sponsor
Barbara Leinenweber, Realtor
619.981.0002 | Office: 858.454.5954
www.barbarasellslajolla.com​
FY 2021-2022 Executive Board of Directors and Officers:
President: Janet H. McDonough, Attorney at Law, McDonough Law Firm janet.mcdonough.law@live.com (619) 234-6534
Vice President & Programs Chair: Catherine M. Swafford, Attorney at Law, Withers, LLP catherine.Swafford@
Treasurer: Jennifer Reardon, CPA, MBA, JD, LL.M, Attorney at Law, Reardon Law Firm jennifer@reardonlawfirm.com (619) 930-9420
Membership Chair & Director: Jenica McClure, Financial Advisor, Edward Jones, jenica.mcclure@edwardjones.com
Sponsorship Chair & Director: Thomas L. Gotfredson, Attorney at Law, Gotfredson Law Firm tlg@gotfredsonlawfirm.com (858) 361-2874
Past President, Sponsorship & Director: Barbara Leinenweber, Coldwell Banker BLeinenweber@coldwellbanker.
Administrator: Lorin Silva lorin.epcsd@gmail.com 619-663-7134
If you have any questions about registration or the Estate Planning Council, please contact our
new Administrator: Lorin Silva at lorin.epcsd@gmail.com. Or call 619-663-7134 after 3 p.m.
