Events

Hidden Gems – Fall 2026

Intergenerational Property Transfers

Date: October 14, 2026. Time: 3:30 pm – 5:30 pm. By Special Invitation

Address: The Cobra Experience – 777 Arnold Drive, #200, Martinez CA

Exclusive event at the Cobra Experience, including appetizers, a no-host bar, and round table discussion.

Important information for income property owners and downsizers. RSVP here by October 12, 2026.

You may have some of the questions below. Our panel of experienced professionals will discuss:

  1. Did Prop 19 affect intergenerational property transfers?
  2. What can make transfers to my children a sticky situation?
  3. How does a 1031 exchange factor into my legacy planning for my heirs ?
  4. A rollover of my IRA can be used to fund a longer legacy, how?
  5. I don’t have kids, or don’t want them to be the trustee of my trust, who can?

Our panel includes, Supporters are being added weekly. These “hidden gems” are professionals in our own backyard will discuss your questions and offer real solutions to sticky situations.

  • Frank R. Acuña, Attorney, Acuña + Regli, LLP
  • James Callejas, Principal, IPX 1031 Exchange
  • Lewis Jepsen, Jigsaw Investment Partners, Private Money Lender
  • Loren A. Emmanuel, Professional Fiduciary, The ACE Fiduciary Group, ANPC

Our Spotlight Sponsors have allowed us to offer the event tickets for free. This is a fun and educational event. Estimated value at well over $600.00 for the museum access, food, and Lafayette Scoop ice cream truck and more. Ticket required for entry. Click here to RSVP

Thanks to our Spotlight Sponsors:

Tifffany Sutton, Realtor Certified Probate & Trust Specialist

Ryan Hayes, Insurance Broker, Hayes Insurance Brokerage

Ian Castille, Capital Advantage, Our Scoop Sponsor.

Michael Moore, Broker Associate, Stokley Property Management

The ACE Fiduciary Group, ANPC

Hidden Gems – Spring 2026

Date: May 13, 2026. Time: 10 am – 12 pm. By Special Invitation

Address: The Cobra Experience – 777 Arnold Drive, #200, Martinez CA

Exclusive event at the Cobra Experience, including a delicious brunch and special guest presenters.

Important information for income property owners and downsizers. RSVP here by May 8, 2026.

You may have some of the questions below. Our panel of experienced professionals will cover these and more:

  1. What are some changes in the California property insurance market that affect income property owners?
  2. What are some things I should consider if planning to leave real property to my children?
  3. How do I prepare to downsize or exchange real property to my children?
  4. If my kids can’t be the trustee of my trust, who can?

Professionals and Supporters are being added weekly. These “hidden gems” are professionals in our own backyard. We have invited them to cover important information to help you plan your legacy which includes income real property ownership. These are gems you’ll be able to use, not a sales pitch.

  • Loren A. Emmanuel, Executive Director, The ACE Fiduciary Group, ANPC
  • Michael Moore, Broker Associate, Stokley Property Management
  • Leonard Spoto, Principal, Asset Exchange Company
  • Ryan Hayes, Insurance Broker, Hayes Insurance Brokerage
  • Kim Falahati, Founder, Family Matters
  • Frank R. Acuña, Attorney, Acuña + Regli, LLP
  • Plus more……

A delicious brunch at the unique Cobra Experience with curated professionals to answer your questions. Estimated value at well over $600.00 for the cost of your meal only. Tickets are $50.00 per person. Donor discount available upon check out. Click here to RSVP and snag your seat and one for your best friends too.

You don’t want to miss this year’s special Legacy Brunch – HIDDEN GEMS.

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Planning Our Next Fundraising Event – We Want You

Let’s plan our next fun outreach event! With your help, we can bring on another Livin’ La Vida Loca Gala.

  • Send your email to Concierge@ACEfiduciary.org to let us know you are ready to plan a party!
  • We will send you an invitation to meet with Loren and Planning Committee now forming.

Previous Events

Progressive Open House – August 2025

Co- Hosts:

  • Capital Advantage, Suite 300 | Menu: Dessert & Coffee
  • Feldman Law Group, Suite 125 | Menu: Charcuterie & Wine
  • Neptune Society, Suite 110 | Menu: Croissant Sandwiches 

Legacy Brunch – May 2025

Client Appreciation – “Investing For Your Future”

Co-Hosts

  • Tiffany Sutton, REALTOR Certified Probate & trust Specialist
  • Mark Passalaqua, Quin Oaks Investment Advisor
  • Joel Harris, Estate and Probate Attorney

Previous

Livin’ La Vida Loca – October 30, 2024

  • Diamond Sponsors
    • Mechanics Bank
    • First Citizen Bank
    • John Muir Health Foundation

Big thanks to all the donors and participants who made this Gala event possible!

Wacky, Quirky, Golf Tournament – Fundraising Event, 2022

Black & White Ball – Free Concert in the park, education and awareness, 2022

Giants Game – Thanks to Advisory Circle & Board, 2022

Cantina Party – Launch of ACE Fiduciary Group, A Non-Profit, 2019