HSRC facilitates the educational meetings of the Humboldt Council on Estate Planning and Elder Care. The Council meets six times per year to provide regular opportunities to share information and collaborate with other local professionals, including estate-planning attorneys, accountants, financial planners, professional fiduciaries, and community members who specialize in elder care issues.

Council membership is open to attorneys, CPAs, fiduciaries, investment advisors, and other related professionals practicing on the North Coast. Council activities help professionals stay abreast of changes in the law and tax codes and learn about resources to help clients. The annual cost of membership is $100 per person. To join the Council, please see the membership form found here.

Regular luncheon presentations provide professional education for members, their staff, and interested community members and elder care professionals.  HSRC is accredited to offer MCLE credit to attorneys who attend these meetings and meet California State Bar requirements.  All educational luncheons are held at the Sequoia Conference Center in Eureka from 11:45 am to 1:15 pm.  Lunch is included in the course fee; members can attend the continuing education luncheon for a reduced fee of $35 per session; the nonmember fee is $50.  Reservations are recommended, but walk-ins are welcome.

The 2024 Council scheduled educational presentations and speakers are:

  • Thursday, January 18             Life Plan Humboldt Update, presented by Ann Lindsay; this session’s presentation can be found here.
  • Thursday, March 28                Estate Planning Update, presented by Dennis Reinholtsen; this session’s presentation can be found here.
  • Thursday, May 23                     Overview of We Are Up, presented by Mary Keehn; this session’s presentation can be found here.
  • Thursday, July 25                     Estate Planning for Digital Assets, presented by Angela Petrusha
  • Thursday, Sept. 19                    Elder Abuse Update, speakers to be announced
  • Thursday, Nov. 21                     Changes in Tax Laws, presented by Scott Hunt

To become a member,  make educational session reservations,  request to be added to the Council mailing list, or for more information, call HSRC at 707-443-9747 x1256 or email rarche@humsenior.org.