JANUARY GENERAL MEETING

January 19, 2022
In-Person at the University Club of Pasadena
8:30 AM - 11:15 AM

The Los Angeles Council of Charitable Gift Planners holds four General Meetings each year. Our General Meetings are like attending a half-day conference on gift planning. Attendees benefit from hearing two different presentations at either the beginner or advanced level. Come learn the latest concepts and techniques to help your donors or clients make planned gifts that meet their financial and philanthropic goals. Sessions may include facilitated breakouts so you can engage with your fellow attendees.

Consider having lunch with your LACGP colleagues at one of these restaurants near the University Club.

Members: $75 | Non-Members: $90

MEMBERS - Register up to THREE guests to accompany you for an additional $25 each!


Morning Session

Pre-arranged Sales - When is "Late" Really "Too Late"?

The planner who has never come across an article or a seminar warning about the pre-arranged sale rules, or worse, got their information online from a Google search that provided incorrect information, may not even know the rules were breached until an audit letter arrives from the IRS. Obviously, the financial pain experienced by the donor then reverberates back to the planner who structured or approved the deal (that means you and your organization). The IRS has been litigating these cases since 1930. It is an issue that won’t go away any time soon. You may as well master it.

After several years of practicing law in litigation and appeals, and community advocacy as director of a nonprofit, in 2006, Amina Saeed opened her estate planning law firm in North Aurora, Illinois. Today, the firm has grown to include an office in Naperville, and she serves individual clients and nonprofit organizations throughout the United States. Amina provides practical and creative estate planning, representing many high-net-worth clients, asset protection solutions using complex business structures for the challenges faced by her clients, and innovative charitable solutions for both tax planning and philanthropy goals. Although Amina spends most of her hours at her office, she loves outdoor adventures. She's been chased by a buffalo at Custer State Park, found herself on the same path as a bear when hiking in Canada while five months pregnant, enjoyed ice fishing on Lake Superior, and just a couple weeks ago, braved the high heat warnings to trek down deep into the Grand Canyon. She's always up for a memorable National Park adventure so if you have a recommendation, she would love to hear it.


Mid-Morning Session

Trends and Updates Planned Giving Professionals Should Consider as We Enter 2023

This presentation will focus on the current legislative and economic landscape as it pertains to the philanthropic world and the professionals who serve it. We'll examine changes in legislation and how donors and organizations can plan. We'll discuss the challenges of the current economic and capital markets environment. We'll also discuss on the mindset of donors and wealthy families right now in light of the legislative and economic conditions. 

Amy Takeuchi Wanlass is a Wealth Advisor at Northern Trust in Pasadena. She has over a decade of experience in delivering estate planning and tax advice, as well as financial planning services. Amy works with individuals and their families on complex wealth transfer strategies, estate and income tax planning, and charitable planning goals. Prior to joining Northern Trust, Amy was with Wells Fargo, as a Senior Wealth Planner. Amy was also previously a practicing trusts and estates attorney at nationally recognized law firms including Venable LLP and Mitchell Silberberg and Knupp LLP. Amy holds a J.D. from the UCLA School of Law, as well as a B.A. in History and Theatre from UC Davis. Amy is a member of the California State Bar and has spoken at national and regional events and conferences. She has also written numerous alerts, updates, and articles on various estate planning topics.

Bill Miller is a Senior Vice President and Senior Portfolio Manager for Northern Trust’s Los Angeles region. He has over 20 years of portfolio management experience serving private clients and foundations. Prior to joining Northern, Bill was a senior portfolio manager at City National Rochdale in Beverly Hills, where he managed over $3 billion of client assets across a variety of fixed-income, equity, and alternative asset strategies. He was also a member of the firm’s Asset Allocation Committee. Prior to CNR, Bill worked as a portfolio manager at Fiduciary Trust.


Mini Round Table

Moderated by Jay Harvill with Special Guest Jane Peebles

In this mini round table, we'll be joined by Jane Peebles whose expertise in estate planning has a focus on international planning. She'll be joining us for the January Mini Round Table to share the lessons she's learned throughout her career in how to best partner with clients and their advisors to structure estates to include charitable components. Participants will have an opportunity to ask questions and engage about trends Jane and Jay see within estate planning as we look to the future.

Jay A. Harvill
Director of Gift Planning, Methodist Hospital
Jay is the Director of Gift Planning at Methodist Hospital Foundation and has been leading the organization’s gift and estates program since 2005. He came to the non-profit world from a career in banking and has been enjoying his time in the charitable field for the past 25 years. Jay is an active member of the Los Angeles Council of Charitable Gift Planners and has been since 1996. Jay served on its board, later as president, hosted its Advanced Case Study, and currently is its moderator for the chapter’s Mini Round Table. Over the years, Jay continued to participate in various committees with both the Western Regional Planned Giving Conference and National Philanthropy Day. Jay has also served on the boards of Arcadia Rotary Club and San Gabriel Valley Habitat for Humanity. At the hospital, Jay serves as a member of the No One Dies Alone (NODA) and Clinical Pastoral Education programs. Jay graduated from Pepperdine University Seaver College and through today, continues to study finance, charitable planning, and legislative trends in order to best serve his organization and donor relationships. Jay and his family enjoy serving the needy in his local area as well as through mission trips abroad. On the weekends, you can find Jay catching up on books on American history, woodworking, or hiking the local San Gabriels.

Jane Peebles
Senior Counsel, Karlin & Peebles
Jane Peebles is an attorney certified by the California State Bar Association as a specialist in Estate Planning, Probate and Trust Law, and advises clients on domestic and international estate planning and estate administration and U.S. and cross-border philanthropy.


Details

When:
Thursday, January 19, 2022
8:30 AM - 11:15 AM 

Where:
University Club of Pasadena
175 North Oakland Avenue
Pasadena, CA 91101

In accordance with the Pasadena Public Health Department, masks are required for all individuals inside of the Club, regardless of vaccination status. Attendees without masks will be provided a mask. Masks can be removed when actively eating and drinking. Exemptions to mask requirements can be made in certain instances in accordance with California Department of Public Health. Thank you for your support and adherence to these guidelines which will help make LACGP's transition back to in-person gatherings both smoother and safer!

Complimentary parking. Click here for current safety protocols. Consider having lunch with your LACGP colleagues at one of these restaurants near the University Club.

Schedule:
8:30 AM - 9:00 AM, Breakfast
9:00 AM - 10:00 AM, Morning Session

10:00 AM - 10:15 AM, Break
10:15 AM - 11:15 AM, Mid-Morning Session OR Mini-Roundtable
11:15 AM, Adjournment

Fees:
Members: $75
Non-Members: $90

 


Cancellation Policy
LACGP regrets that refunds will not be given for no-shows. A refund of full registration is permitted prior to an event by submitting a written request to [email protected].

LACGP reserves the right to change speakers and/or cancel an event due to unforeseen circumstances without penalty. The total amount of any liability of LACGP will be limited to a refund of the attendee’s registration fee.

Consent Clause

Photo Release
Registration and attendance at, or participation in, LACGP meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videos, electronic reproductions, and recordings of such events and activities by LACGP and other third parties, including but not limited to the venue, sponsors, and destination organizations (i.e. CVBs). Your registration may include technology that monitors your activities throughout the meeting, such as session attendance.

Email/Mail Release
LACGP will provide attendee contact information and email addresses to program partners and exhibitors of certain LACGP events. The information provided to program partners and exhibitors will only be used to inform the attendee of promotions and networking opportunities with the program partners and exhibitors at the event. Attendee information is never given to any other parties. LACGP does not sell attendee information. For those LACGP events with program partners/exhibitors, you will have the option during registration to choose whether you wish to receive notifications and opportunities from the program partners/exhibitors via email or mail.

Continuing Education
The Los Angeles Council of Charitable Gift Planners is approved as continuing education provider #3889 of MCLE credit by the State Bar of California and designated this activity for a maximum of 2.0 hours of credit. LACGP is also approved for CFRE continuing education credits. Full participation in the General Meeting is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines.

Continuing Professional Education (CPE) credits for CPAs through the California Board of Accountancy are self-reported and it is the obligation of each licensee to select a course of study consistent with CBA requirements.

Certified Specialist in Planned Giving (CSPG) continuing education credits for Planned Giving are self-reported and the appropriate attendance certificate will be provided after the event.