Annual Professional Advisors Luncheon
– Registration Open –
Complex Gifts Without Litigation
Interesting Assets and Charitable Contributions
11:30 am – 1:30 pm
The Lodge at Torrey Pines
11480 North Torrey Pines Road
La Jolla, CA 92037
Topics will include:
- Creative gifts to charity, including privately held securities,
business interests, and real estate.
- Common traps to avoid.
- Specific case studies will be reviewed.
- Benefits for your clients, including less tax, more to charity,
and higher cash flow.
Program and Lunch:
Discounted rate for multiple attendees from the same firm.
$75.00 each for 1-2 people
$50.00 each for 3 or more
To register, please respond to Susan Knopman
or call (858) 279-2740 before Monday, March 11, 2019.
Seating is Limited.
The photos below are of the 2018 Annual Professional Advisors Luncheon. The topic of the event event was Charitable Gifts of Real Estate and Tax Reform’s Impact on Charitable Giving and was presented by Jenny Hill Bratt and Linda Spuck.
Thank you to our presenters!
Jenny Hill Bratt, Esq.
Partner / Withers Worldwide
Jenny is a partner in the private client and tax team. Her practice is focused on US and international estate planning, trusts and estates administration, family business planning and charitable planning and exempt organizations.
Linda Spuck, CTFA
Principal / Linda Spuck Consulting
Linda provides clients with actionable advice in the areas of planned giving, fundraising strategy, strategic and philanthropic planning. She sits on several boards and chairs the Gift Planning Advisory Council for the YMCA of San Diego County.