General Meetings

The Los Angeles Council of Charitable Gift Planners holds five General Meetings each year. Our General Meetings are similar to attending a one-day conference on gift planning. Attendees benefit from hearing three different presentations with the early morning presentation geared towards the attendees’ choice of either 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.

 

Thursday, September 14, 2017

ADVANCED CASE STUDY

Presenter: Stuart D. Zimring

Session Title: Handle with Care! – Legal and Ethical Issues Encountered in Dealing With Seniors

Session Description:  Working with (potential) donors who are elderly involves distinct legal and ethical issues which we will examine through case studies and discussion all towards the goal of hopefully never hearing the phrase: “Whadya mean Mom left it all to her Alma Mater!? I’m calling my lawyer!”

Stuart D. Zimring is in private practice in Encino, California where he concentrates in the areas of Elder Law, Estate and Life Planning, Special Needs Trusts and Probate, Conservatorship and Trust Litigation matters. He is certified as a specialist in Estate Planning, Probate and Trust law by the Board of Certification of the State Bar of California, and is co-Author (together with Donna Bashaw, CELA) of “Tax, Estate & Financial Planning for the Elderly - California Guide” and (together with Prof. Rebecca Morgan, Bradley Frigon and Craig Reeves) “Fundamentals of Special Needs Trusts”, both published by Matthew-Bender. He is a member of the Matthew-Bender/Lexis-Nexis Elder Law Editorial Board and is also an Adjunct Professor of Law at the Stetson University College of Law.

He graduated from the UCLA School of Law in 1971 with a J.D. degree and is admitted to practice in California, the U.S. District Court, Central and Northern Districts of California and the U.S. Supreme Court. Mr. Zimring is a Fellow of both the National Academy of Elder Law Attorneys (NAELA) and the American College of Trust and Estate Counselors (ACTEC), a member of the Special Needs Alliance and is a Past President of NAELA as well as a Charter Member of CAP, NAELA’s Council of Advanced Practioners. He also serves on the Boards of Directors of a number of non-profit organizations including Justice In Aging (formerly the National Senior Citizens Law Center and the Organization for the Needs of the Elderly (ONEgeneration), of which he is also a Past President.


Note: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.

MINI-ROUND TABLE

THE MINI ROUND TABLE provides an opportunity to brainstorm, network and learn together with PPP-LA mentors and peers who seek a deeper understanding of the field. Bring a question and together we will generate an array of helpful answers.

MORNING PRESENTATION

Presenter: Linda Davis Taylor, Chairman and CEO
, Clifford Swan Investment Counselors

Session Title: The Business of Family: The Role of Philanthropy in Family Culture

Session Description:  Linda Davis Taylor, author of The Business of Family: How to Stay Rich for Generations, will discuss the role of educating families about the impact philanthropy can have on their family connectedness and culture.

Linda Davis Taylor
Linda is the CEO and Chairman of Clifford Swan Investment Counselors in Pasadena, California. A participant in a fourth generation family business, Linda is a frequent speaker on wealth transition, family governance, and philanthropy. In addition to her investment counsel career, she has had over 25 years’ experience in senior leadership positions at Emory University, Claremont McKenna College, Amherst College, and Scripps College. Linda has served as a trustee for numerous educational and not-for-profit organizations, and is a co-founder of a private foundation. She and her husband are the parents of two adult daughters.

AFTERNOON PRESENTATION

Presenters: 
Diane K. Doolin, Sr. Vice President, Financial Advisor, Morgan Stanley Wealth Management
- and -
Vanessa M. Terzian, Managing Partner ─ The Law Offices of Vanessa M. Terzian, APC

Session Title: Women, Wealth & Wisdom − Assuming The Mantle Of Family Financial Leadership

Session Description:  This presentation addresses the emerging role for women of all ages who have, or will one day assume, control of family wealth and the opportunities it creates to bring the family closer together. For unprepared women, family financial leadership may seem daunting, and it comes with hidden risks. We will share 10 questions to help women and their advisors evaluate how well prepared they are today, what actions to take, and how involved they want to be in the family’s financial management.   Learn about our new definition of wealth and how philanthropy provides a unique opportunity for families to connect for generations to come. They don’t have to know it all…just know enough!

Diane K. Doolin
Diane K. Dooin is the founding partner of The Doolin Group at Morgan Stanley. She brings 27 years experience as a financial advisor who has distinguished herself as a champion of family financial education and generational wealth planning, with a special focus on women as family financial leaders. She frequently speaks and writes on these topics. In 2009 she co-founded the Institute for Preparing Heirs to bring a new perspective on family wealth and wealth transfer to the wealth management industry.

Vanessa Terzian

An adjunct professor of Wills and Trusts at Southwestern Law School and named a top attorney of 2016 in Pasadena Magazine and a Rising Star by Super Lawyers, Vanessa Terzian began her legal career as a Trust Administrator for Wells Fargo, N.A.. After witnessing firsthand the importance of proper planning, Vanessa decided to pursue her own practice, helping countless families through her expertise in estate and tax planning, asset protection, elder law, kids protection planning, probate, and trust administration. She takes pride in providing her clients with the sense of comfort and security that comes along with having an effective and comprehensive estate plan in place.




 
 
 
Format Location

8:00 a.m.
8:30 a.m.
10:00 a.m.
11:15 a.m.
11:45 a.m.
12:15 p.m.
1:15 p.m.

 

Registration
Advanced Case Study/Mini-Round Table
Morning Session
Coffee and Networking
Lunch
Afternoon Session
Adjournment

Hilton Los Angeles/Universal City
555 Universal Hollywood Drive
Universal City, CA 91608
818-506-2500

REMINDER: LACGP offers validated SELF parking only.  If you choose to use the hotel valet you will be charged the difference in price and will be asked to pay the valet directly.

Directions:  Click here

Cost

$75.00

 

Members with advance registration

$99.00

 

Nonmembers with advance registration

$105.00

 

Walk-in Registration

 
Continuing Education

The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines. 

Cancellation Policy

Please note: Cancellations will be accepted until 48 hours prior to the event.  A $25 administrative fee will be imposed.  Cancellations received after the 48 hour deadline are non-refundable.

Speaker/Sponsor Opportunities

Qualified presenters are asked to contact Michael Andrulis at AndrulisM@NJHealth.org to discuss their presentation material. 

To discuss General Meeting sponsorship opportunities, please contact Kimberley Valentine, LACGP President at kvalentine@laphil.org.

General Membership Meeting Sponsorship Opportunities:

The Los Angeles Council of Charitable Gift Planners has five membership meetings scheduled in 2017 (January, March, April, September & November).  The cost of sponsorship is $1,500 and a sponsor receives the following benefits:

  1. Recognized as a meeting sponsor on banner prominently displayed at all five meetings
  2. Recognized on podium sign at the sponsored meeting
  3. Recognized by name, logo and description of services in bulletin for sponsored meeting
  4. Recognition on PPP-LA web site page corresponding with sponsored meeting
  5. Opportunity to introduce both speakers at the sponsored meeting
  6. Opportunity to display materials at exhibit table at the sponsored meeting
  7. Free meeting registration for one sponsor representative at sponsored meeting
 
Past Programs Offered

To view a listing of the programs offered over the past years at the LACGP General Membership Meetings, please click here.