Hot Topics in Charitable Planning

Panelist Bios

Michael Yoshikami, PH.D., CFP
CEO and Founder, Destination Wealth Management
Michael has over 35 years’ experience in the investment management and financial planning field. As Chairman of DWM’s Portfolio Strategy Committee, he oversees the macro tactical asset allocation decisions for client portfolios and leads the development of the economic viewpoints that guide portfolio decisions.

Michael has appeared on CNBC TV in the United States, Asia, and Europe as well as CBS radio and other media outlets. The focus of the media appearances is to provide investors’ insight on current market and economic conditions. Michael is the author of the book “Your Money, Your Future” focused on helping investors develop the right investment strategy for their goals. He publishes the weekly investment focused newsletter “Common Sense” highlighting current investment and economic issues. He holds multiple advanced degrees including a Ph.D. in education, an MBA, and has earned the CERTIFIED FINANCIAL PLANNER certification.

Mark T. Weaver, Esq.
Partner, Farella Braun + Martel LLP
Mark Weaver is the Chair of Family Wealth Group at Farella Braun + Martel. He assists individuals and families with their estate and business succession planning, and guides family members through the trust and estate administration process. He regularly leverages sophisticated wealth preservation techniques, including the formation and administration of irrevocable trusts, business entities, sole purpose entities and charitable vehicles. A key aspect of his practice is counseling clients on cross-border issues, providing estate planning advice for clients with beneficiaries and/or assets in multiple countries, and for individuals planning to enter or leave the U.S. Mr. Weaver also advises clients on reporting requirements in connection with foreign trusts, bank accounts, and other foreign assets, including the benefits and risks associated with the offshore voluntary disclosure and streamline programs.

Meredith Johnson, CPA, CFP
Partner, BPM
Meredith has deep experience in not only accounting, but financial planning and analysis, project management and business development. She works with clients based on a holistic approach to taxation, in the areas of estate planning and business succession particularly. Meredith excels in coordinating the needs of diverse stakeholders, managing multi-stage projects, and synthesizing complex data. Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy.

For more information about how to leave the Regional Parks Foundation a bequest or charitable remainder trust in your estate plan, please contact Regional Parks Foundation, P.O Box 2527, Castro Valley, CA 94546, or (510) 544-2202, or

  • East Bay Regional Parks are one of the best things about the Bay, I want everyone to be able to experience them. - Matt C., Member & Donor

  • This was the first field trip my students ever went on. The self-esteem, the joy and the fulfillment of being part of this special event supported growth and community life skills for each of my students! – Teacher at Turner Elementary in Antioch, Disability Fishing Derby Participant

  • I notice how the hill has many dragonflies on it and how the crisp sunlight melts over the bugs, blending them in with cool shadows while the soft flowers come out from the damp forest floor. -Isla, Camper at Redwood Reinhardt Regional Park