Finance 102: Trust and Estate Planning in Today’s Environment

Join Joan Grimes, local Walnut Creek attorney, for a review of estate planning fundamentals and learn what’s new in estate planning for 2021. Learn about Proposition 19, The Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act, and how proposed changes to the tax code may affect your estate plan. Q&A  will follow the presentation. 

Joan Grimes has over 30 years experience in the industry. Grimes has served as the President of the Northern California Bankruptcy Forum and served as the Chair of the Contra Costa Commercial Law and Bankruptcy Section. She received her undergraduate degree from the University of California, Berkeley and was awarded her Juris Doctor from California Western University in San Diego, California. She is a member of the State Bar of California.

Register at 

Date and Time

Thursday Sep 23, 202107:00 PM – 08:30 PM


Virtual event on Zoom


No charge

Contact Information

Susan MoonSend Email

Hourly Schedule

Day 1


Sep 23 2021


7:00 pm - 8:30 pm
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