Professional Advisors Seminars & Workshops
The Office of Gift Planning regularly holds seminars and workshops for our Professional Advisors (such as Attorneys, Certified Public Accountants, Financial Advisors, Realtors, Insurance Brokers, Appraisers etc.) to provide advanced education about sophisticated and complex gift, tax and estate planning vehicles along with their technical aspects. This is also an opportunity for networking with your fellow professional advisors. These seminars and workshops offer the attendees a free opportunity to learn the subject matter in more detail from local experts in their fields and from our experienced Gift Planning Officers. We provide quality speakers with quality presentations about the topics that are relevant to your work.
~ Workshops are held in a small intimate setting where attendees will have opportunities to ask questions in a more casual and interactive atmosphere. Workshops offer one or more hours of approved continuing legal education for those who qualify and include beverages, snacks and validated self-parking.
~ The luncheon series offers one hour of approved continuing legal education for those who qualify and include acomplimentary lunch and validated self-parking. Space is limited and we frequently fill all available spaces and place people on a waiting list.
~ Confirmed RSVPs are required for all luncheon seminars please.
Location for all seminars and workshops unless otherwise noted : Founder's Room at Schaetzel Center for Health Education at Scripps Memorial Hospital La Jolla, located at 9890 Genesee Avenue, La Jolla, CA 92037 on the first floor of Prebys Cardiovascular Institute.
Wednesday, October 3, 2018, - noon to 1:30 p.m.
The Charitable Gift Annuity
A Simple & Versatile Alternative to the Charitable Remainder TrustPresenter: Janet H. McDonough, Esq., Director of Gift Planning, Scripps Health Foundation
With the first increase in Charitable Gift Annuity (CGA) rates in over six years, you will want to learn about how the charitable gift annuity works and why your clients should consider it as a simple, versatile and attractive estate, charitable and tax planning alternative. Will Scripps pay your clients to live in their home? Learn about the Scripps Life Estate Gift Annuity (LEGA) program using the donor's personal residence, vacation home or farm with its partially tax-free income and charitable income tax deductions that are available. This seminar will be a continuation of the material covered in the September 2018 Scripps Heritage Planner newsletter article but with case studies and illustrations of various CGA and LEGA gifts funded withreal estate, securities and cash.
Wednesday, November 7, 2018, - noon to 1:30 p.m.
What Now? Recent Developments in Estate, Trust and Tax LawPresenter: Meredith Alcock, Esq. Abbene and Alcock
The day after the election will bring anxiety for some and renewed confidence for others. Learn about new developments in estate, trust and tax law and how these developments may impact your clients' year-end plans and their plans for the future.
Wednesday, December 5, 2018, - noon to 1:30 p.m.
Real Estate Appreciation, Legal Entities & Tax Reform - Answers to Your Clients' QuestionsPresenter: John S. Reynard III, Esq., Anderson and Reynard
With new tax reform, clients are asking, "Is it time to get out of the legal entities and the plans that were put together in the 1990s and 2000s? " and "is it time to get out of the real estate market?" Learn the current tools being used to achieve client goals and to augment prior planning. Learn about the traps of unwinding those legal entities, and about the options and structures for planning for real estate assets. Learn about life income gifts, such as charitable remainder trust planning, charitable gift annuities funded with real estate, and other charitable solutions to tax dilemmas.
Educational Presentations at Your Office
If you would like for a Gift Planning Officer to make an educational presentation at your office or firm, please contact a Gift Planning Officer at 858-678-7120 to schedule a date and time. Presentations available by our gift planning officers:
- Overview of Advanced Gift Planning Techniques
- Overview of Charitable Remainder Trusts
- Charitable Gift Annuities - The Gift That Pays You Income for Life
- Life Estate Gift Annuity Using a Personal Residence - Are you Living in a Goldmine?
David E. Williams, Esq.
Senior Director of Gift Planning
Scripps Health Foundation
Office of Gift Planning
4275 Campus Point Court, Suite 138
San Diego, CA 92121
Scripps Health Foundation,
P.O. Box 2669, CPB 217
La Jolla, CA 92038-2669
Gift Planning Coordinator: Fabiola Esparza