Join Us for a Fun & Informative Happy Hour Mixer!

Looking to connect with like-minded professionals in the estate planning community? Curious about the Redwood Empire Estate Planning Council (REEPC) and what we’re all about?

We invite you to our Happy Hour Mixer on October 24th, 2024, from 4 PM to 6 PM at 19TEN Bar & Provisions in Santa Rosa. This event is FREE for members and their guests, and it’s the perfect opportunity to learn more about REEPC in a relaxed and friendly setting.

What to Expect:

• Networking: Mingle with current REEPC members and other professionals in the estate planning field.
• Insight: Learn about the benefits of joining REEPC and how it can help you grow your career and connections.
• Great Atmosphere: Enjoy complimentary drinks and appetizers while discovering the value of REEPC membership.
• Bring a Friend: Members are encouraged to bring friends and colleagues who might be interested in becoming part of the REEPC community.

Presented by:

We are excited to welcome Philip J. Hayes, Regional Wealth Advisor at Northern Trust,  and a distinguished expert in trust and estate planning, as our speaker for the October 2024 Dinner Meeting. Phil will provide an in-depth analysis of the newly enacted California Uniform Directed Trust Act, which marks a significant shift in California trust law.

About the Topic:
Thirteen years after the California Bar first proposed directed trust legislation, Governor Gavin Newsom signed Senate Bill No. 801 into law on October 10, 2023. This landmark legislation enacts the California Uniform Directed Trust Act (the “California Act”), aligning California with forty-six other states that have codified rules governing directed trusts. Effective January 1, 2024, the Act introduces new Probate Code sections (16600–16632), which will impact any trust-related decisions or actions occurring after this date, regardless of when the trust was originally established.

Phil will explore the implications of this new law, offering practical insights for estate planning professionals on how to navigate the changes it brings.

About the Speaker:
Phil brings a wealth of technical expertise to his role at Northern Trust, where he focuses on creating sophisticated, multi-disciplinary, and multi-generational wealth plans for ultra-high-net-worth clients.

With over twenty years in the financial services industry, Phil has held leadership roles at Bessemer Trust, where he served as Managing Director and Senior Fiduciary Counsel for the West Region, and at First Republic Trust Company as Deputy Trust Head. He is a fellow of the American College of Trust and Estates Counsel (ACTEC) and has been a recognized speaker on financial and estate planning topics for over fifteen years, with his insights published in several legal journals.

Phil has a strong commitment to community service, having served as President of the San Francisco Estate Planning Council, Co-Chair of the Individual and Fiduciary Income Tax Committee for the ABA Real Property Trust and Estates Section, and as a member of the Executive Committee of the State Bar of California Trusts and Estates Section.

Phil holds a Bachelor of Arts degree in Economics from UCLA and earned his Juris Doctor from the University of California, San Francisco.

REEPC refund policy regarding paid events.
Tickets become non-refundable if cancelation is not received by noon on Friday preceding the event. In other words, meal tickets purchased Friday afternoon or later are non-refundable.