Upcoming Events
Past Events
JKZ LLP is proud to sponsor Noche de Gala 2025, an event hosted by the San Francisco La Raza Lawyers Association and the BAY AREA LATINO LAWYERS FUND that celebrates excellence and leadership within the Latino legal community. Noche de Gala 2025 is a special opportunity to honor those advancing diversity and equity in the profession, and we are grateful to contribute to that mission.
Representing JKZ LLP at this year’s gala will be Partners Yulissa Zulaica and John Rueppel, Attorneys Nathan Borris, Robert Hernandez and Carole Scagnetti, and Paralegal David Rios.
We look forward to connecting with our colleagues and celebrating this inspiring community at Noche de Gala 2025!
For more information about the event, please visit: https://lnkd.in/gyter3Wd
Managing Partner Yulissa Zulaica will be speaking at an upcoming free community workshop hosted in partnership with La Raza Centro Legal.
This important session will cover essential topics such as powers of attorney, legal guardianship, and planning for minors or adults with disabilities.
📍 Location: 474 Valencia St. Ste 295, San Francisco, CA
🗓️ Date: Thursday, October 16, 2025
⏰ Time: 4:00 PM – 6:00 PM
📝 Reserve your spot here: https://docs.google.com/forms/d/e/1FAIpQLSfid9pMrj7F5dqPkfSTzOiDrnDDWXs5bMBLMm4f-ZHSnVTW8g/viewform We welcome all community members interested in learning how to protect their loved ones through proper legal planning.
Managing Partner Yulissa Zulaica will be a guest speaker at the upcoming Fiduciary Education Forum event:
“Cross Border & Foreign Assets, Beneficiaries & Taxes, Oh My!”
Her session, “What Fiduciaries Should Be Aware Of,” will cover key considerations for fiduciaries navigating international assets and beneficiaries.
📅 Hosted via Zoom
🗓️ Date: Thursday, September 25, 2025
⏰ Time: 12:00 PM – 1:00 PM
🎤 Presented by Fiduciary Education Forum
🔗 Reserve your spot: https://share.hsforms.com/1ZGxhLF9-RKaGlSQvWUfoOwcoom3 We look forward to this important conversation on cross-border fiduciary responsibilities.
Date: July 17 – July 18
Yulissa Zulaica, managing partner at JKZ LLP, will be speaking at the Leveling Up Your Practice Conference hosted by the California Lawyers Association. Join her for the session “Mitigating Growth Risks: Protecting Your Practice While You Expand” — a timely discussion on scaling your firm strategically and securely.
Link: Leveling Up Your Practice – California Lawyers Association
John Rueppel, partner at JKZ LLP and head of the Trust and Probate Litigation Department, will be presenting on August 22, 2025 as part of a first-ever Probate Litigation Bootcamp hosted by the San Francisco Bar Association. The Bootcamp will feature presentations by some of the Bay Area’s best trust and estates litigators, as well as both sitting and retired judges from around the state. It will provide eight hours of continuing legal education.
Link: Display event – Probate Litigation Bootcamp
Barbara Small, Senior Attorney with JKZ LLP, will be discussing the overlap between durable powers of attorney, health care directives, and conservatorships for the Silicon Valley Bar Association New Attorney Roundtable on May 23, 2025. Don’t miss this insightful discussion!
For more information and to register for the event, please view here: https://www.svba.org/event/NARTMay2025
Join JKZ LLP at the Conference on Elder Abuse, presented by Legal Assistance for Seniors, occurring on May 20, 2025. Yulissa Zulaica and John Rueppel, along with colleague Cecilia A. Rodríguez, will be speaking on the topic of preventing and addressing financial elder abuse through estate planning.
For more information and to register for the event, please view here: https://lnkd.in/gcqcUsSs
JKZ LLP’s Managing Partner Yulissa Zulaica and Partner Joseph Urbanski will be speaking at the CLA Estate and Gift Tax Conference 2025! Their session, “Death and Divorce: How to Prepare When Two Traumatic Events Collide,” will explore the unique legal and tax challenges that arise when these two life-changing events intersect. Don’t miss this insightful discussion on navigating complex estate and gift tax issues during difficult times. We are excited to share insights and connect with colleagues at the conference!
Yulissa Zulaica, Managing Partner at JKZ LLP, will be co-speaking with, Amanda R. Koplos, CLM, Executive Director at Shuffield Lowman, at the Managing Partner Forum’s (MPF) 2024 Fall Symposium in Chicago, IL, on October 8-9, 2024!
Yulissa and Amanda will bring their expertise in leadership and strategic growth to the forefront, in a session titled, “Proven Strategies to Increase Your Law Firm’s Profitability.” This will engage fellow leadership professionals on the most up-to-date strategies for driving profitability improvement, including optimizing billing practices, enhancing client relationships, and leveraging technology.
Join us in celebrating this achievement and looking forward to the valuable insights Yulissa and Amanda will share at this prestigious event!
CLA Estate and Gift Tax Conference March 2026: How Best to Use Lifetime POA’s and What To Be Wary Of | Yulissa Zulaica, Managing Partner, Co-Presenter
An often misunderstood but common estate planning tool that can be incorporated in estate planning documents is the power of appointment. A well-drafted power of appointment can [provide significant flexibility in a client’s estate plan now and in the future, even when that estate plan is otherwise considered irrevocable. Learn to identify opportunities in which powers of appointment may be useful and recognize situations in which they can create negative consequences. The speaker will guide you through a lesson in the do’s and don’ts of POA’s.