You're invited to join the San Diego Chapter’s North County Inland Discussion Group for an engaging, in-person roundtable discussion! Come ready to share your thoughts, hear fresh perspectives, connect with fellow professionals, and dive into the topics that matter most to CPAs and their clients today.

Special Topic: Navigating Trust Administration & Probate After a Death

This month, we are pleased to welcome Joseph F. Jones, Attorney and Director of Trust Administration & Probate, and Stephanni Hemmi, LL.M., Attorney, from DenHerder • Grier & Associates.

Joseph and Stephanni will lead a practical 30-minute discussion specifically designed for CPAs who advise clients following the death of a loved one. The presentation will focus on practical issue spotting and effective coordination among the CPA, trustee, attorney, and financial professionals involved in the trust administration and probate process.

Attendees will gain valuable insight into the issues CPAs should be aware of, where potential challenges may arise, and how to effectively collaborate with other professionals to help clients navigate the process with greater confidence and clarity.

About Our Speakers

Joseph F. Jones

Attorney & Director of Trust Administration and Probate, DenHerder • Grier & Associates. Joseph Jones brings more than two decades of experience in wealth management, banking, and business operations. He helps clients navigate complex financial and legal matters with confidence and clarity, with a focus on trust administration and probate following the loss of a loved one. Joseph brings a technical, practical, and solutions-oriented approach to each matter, helping families navigate what can often be a complicated and challenging process.

Stephanni Hemmi, LL.M.

Attorney, Trust Administration, DenHerder • Grier & Associates. Stephanni Hemmi has more than 20 years of experience as a business attorney, counseling clients throughout their business journey—from formation and growth through transition and exit. She works closely with clients on a variety of business matters, including formation documents, buy-sell agreements, shareholder and operating agreements, consulting and management agreements, confidentiality and non-disclosure agreements, and other legal documents as needed.