April 11, 2019 – Joan Grimes, Pres Elect of Alamo Rotary

Berkeley Country Club

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Joan was the 2017-2018 President of the Rotary Club of Alamo and is the President Elect for 2020/2021. She’s a delightful person with a true passion for educating people.

Here is a list of items she will address:

Tax Cuts and Jobs Act (TCJA) – 2018 Tax Reform Bill

}Estate Planning Consequences

}The End of the A/B Trust?

}Medi-Cal Recovery Changes

}Proposition 13 & 60 – A Brief Review

}Practical Incapacity Planning Tips

}Health Care Directive for Dementia

}Practical Estate Planning Tips

She is an Estate Planning and Bankruptcy Attorney with offices in Walnut Creek and Brentwood. This is her website:  www.GrimesEP.com.