Program updates relating to your area of practice.
MCLE: 1 hour
This seminar was recorded October 20, 2020.
Our speakers discuss efficient income, estate and gift tax planning strategies for charitable inclined taxpayers
Introductions to the “CCF” California Community Foundation
Impact Philanthropy & CCF’s Mission
Options and Advantages for Clients
Donor Advised Funds
Philanthropic Discussions with Clients
Gifts of Complex Assets and Case Studies
Estate Planning and Case Studies
Program materials included. Speakers: Bill Strickland, Cari Jackson Lewis. Recorded October 8, 2020. MCLE Credit: 1 hour
San Fernando Valley Bar Association (#451)
Pasadena Bar Association (#531)