Estate and Gift Planning | Legal Ethics
9th Annual Institute for Christian Gift Planning
“Flip the Switch: From Typical Client Engagements to Transformational Kingdom Impact”
Pre-Conference 4 Credit CLE Seminar І Thursday, October 18 І 1:00- 5:30pm
The Christian Legal Society has redesigned the Institute for Christian Gift Planning in order to provide practical charitable planning strategies for typical situations found in a transactions law practice. Each session will build on a common case study and lead participants through the process of uncovering and implementing powerful charitable giving strategies. Whether you are new to charitable gift planning or are a seasoned veteran, you will discover strategies that you can use to help clients achieve the charitable giving they had only previously dreamed about.
This CLE seminar is applicable to all attorneys – not just estate planning – who have clients interested in unique opportunities to minimize capital gains, excise and estate taxes while maximizing charitable giving.
Session I – The Switch for Your Estate Planning Practice: Estate design strategies for helping your clients uncover radical charitable giving opportunities in their estate planning.
Presenter: Douglas G. Goldberg, JD, Managing Attorney of Goldberg Law Center, P.C.
Session II – The Switch for Your Real Estate Practice: Uncover effective giving opportunities within your clients’ real estate holdings to help them transform income taxes into charitable giving dollars
Presenter: Stephanie C. Buckley, JD, LL.M., Associate Vice Chancellor, Center for Estate and Gift Planning, Pepperdine University
Session III – The Switch for Your Business Practice: Provide your business clients with cutting edge charitable giving solutions to their income, sales and business transition tax issues
Presenters: Jeanne Lee McMains, JD, Vice President-Gift Planning Services, National Christian Foundation & Greg Ring, Co-founder Fulcrum Philanthropy Systems
Hot Topics in Legal Ethics
“One Stop Shop: Ethics, the Elimination of Bias and Substance Abuse”
Pre-Conference 3 Credit CLE Seminar І Thursday, October 18 І 1:00-5:30pm
At last, a seminar that offers CLE credits in all three hard-to-get areas: ethics, the elimination of bias, and substance abuse. In order to curtail bias, substance abuse and illegal or unethical activities in your workplace, you need to be able to recognize the signs and symptoms, and know the law. This entertaining and interactive half-day seminar will provide you with information on the applicable laws and statistics regarding bias in the workplace, substance abuse issues, and ethical rules (1.0 hour Ethics CLE credit; 1.0 hour Elimination of Bias CLE credit; 1.0 hour Substance Abuse CLE credit).
Join Wendy Patrick, J.D.,M.Div, Ph.D., Chair of the California State Bar Legal Ethics Committee and Deputy District Attorney in San Diego, as she explores these important topics.