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, April 18, 2019

 

April General Meeting Sponsor

 

 

ADVANCED CASE STUDY

Presenter: John Kobara, Chief Operating Office, California Community Foundation
Session Title:
The Purpose in Philanthropy 
Session Description:  Wealth inequity and privilege are under attack. The impact and intent of philanthropy is being questioned. How is philanthropy complicit in maintaining inequity? Is philanthropy merely the fragrant exhaust of a capitalist system gone wrong? How can philanthropy address real inequity and human suffering in LA and in the US? What can advisors do to assist their clients to develop the most impactful and meaningful philanthropy in this context? John Kobara will offer some provocative thoughts to explore these questions with the participants.

 

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 LACGP mentors and peers who seek a deeper understanding of the field. Bring a question and together we will generate an array of helpful answers.

Moderators:  Jay Harvill, Director, Gift Planning, Methodist Hospital Foundation Lambert Bittinger, Gift Planning Specialist, The Salvation Army

Session Description:  

Wisdom comes to us through our own personal experiences. But isn’t it great to learn from someone else’s experiences, especially someone who respect in our circles? Jay Harvill’s special guest, Lambert Bittinger, is a long-time planned giving professional (31 years, 17 of which was at USC ) with a long memory, who will share his experiences – good and “could be betters” – throughout his years. Join us to learn and enjoy an informal conversation with one of the best.

MORNING PRESENTATION

Presenter: Monica Goel, Partner, TLD Law
Session Title: 
The Basics of CA Trust Administration and Fiduciary Accountings 
Session Description:
People have become educated to know that estate planning is important.  Without it, your life savings and estate will go through the cost and expense of probate court.  With estate planning, you can do advanced tax planning to avoid the cost and expense of probate, avoid costly estate taxes, and ensure smooth transition of assets to your heirs.   Trust administration is just as important.  When someone passes away, it’s imperative that the proper trust administration is done to carry out the terms of the Trust.   In this presentation, Monica Goel will discuss the top ten trust administration rules to keep you out of trouble and avoid fiduciary liability.   She will also discuss the importance of financial record keeping and how to prepare an accounting to satisfy beneficiaries and complete a successful trust administration and distribution.

Monica Goel, a member of the firm Tredway, Lumsdaine & Doyle since 1999 and partner since 2010, has been rated “superb” by AVVO and a Super Lawyer in the field of Trust and Estates in 2019.  She was listed as a Super Lawyers Rising Star in 2016 and 2015.  With over nineteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters.  She also assists clients with incapacity, elder law, trust/probate/elder abuse litigation.
Ms. Goel was recently one of the Top Attorneys in 2019 and 2016 Top Women in Southern California.   She was nominated by Cal CPA as one of the 2015 “Women to Watch” in the Emerging Leaders category.
Ms. Goel is a published author in the Daily Journal and OC Lawyer Magazine. She is a frequent lecturer on trust administration, probate administration, court accountings, liability for fiduciaries, and legal ethics in estate administration.
On August 1, 2014, the California Board of Legal Specialization certified partner Monica Goel as a legal specialist in Estate Planning, Trust, and Probate Law. She joins an elite group of attorneys that have taken the legal specialization exam and earned this coveted designation. The legal specialization exam is offered every two years in specific practice areas. Attorneys must pass and submit an application to become board certified.
Ms. Goel is a member of the PVP panel for the LA Superior Court and is routinely appointed by the court to represent incapacitated persons and advise the court regarding appointment of conservators.
She was previously an adjunct professor at Cerritos College in the Certified Paralegal Program and is currently on the Trustee Advisory Committee therein. She has joined the faculty at UCI Extension in the summer of 2014 and is teaching a summer class in Estate Planning.


AFTERNOON PRESENTATION

Presenters: Joe Lumarda, Senior Vice President and Investment Counselor, Capital Group Private Client Services
Reynolds Cafferata, Partner, Rodrigues, Horii, Choi, & Cafferata LLP
Bill Hranchak, Partner, TemoArjani LLP
Session Title:
Reading the Tea Leaves: Insight into What the Gift Planning Community Should Be Considering in 2019
Session Description: A complete year of the Tax Cut and Jobs Act fully behind us and filings having begun. Markets are experiencing high variability. Another presidential race kicking into gear which could lead to shifts in policy. We are taking a moment to hear from experts in law, finance, and accounting about what we can anticipate for the future based on trends they see in their work, with special focus on how gift planning may be affected by the current economic and political climate.

Joe Lumarda is a Senior Vice President and Investment Counselor for Capital Group Private Client Services. He works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. Joe also helps nonprofit foundations and endowments to pursue their longterm financial objectives through effective planning and investment management.
Prior to joining our organization in 2006, Joe spent 16 years at the California Community Foundation as a vice president for development, executive vice president and chief operating officer. He also served as an independent director for Capital Research and Management Company’s Endowment funds, a series of investment portfolios designed exclusively for nonprofit organizations. Joe also served as an officer in the U.S. Navy for three years.
He earned an EMBA from Claremont Graduate University and a BA in philosophy from Saint John’s Seminary College. He is a member of the board of the California Wellness Foundation, Southern California Grantmakers, Asian Americans Advancing Justice, and St. Joseph Healthcare Foundation.
Joe is based in our Los Angeles office.

Reynolds T. Cafferata is a partner at a tax law firm, Rodriguez, Horii, Choi & Cafferata LLP, and represents charities and donors on issues related to charitable giving, governance, charitable trust litigation and tax.  Mr. Cafferata’s clients include universities, hospitals, community foundations, private foundations as well as banks, and philanthropists.  Mr. Cafferata is a frequent speaker and writer on charitable topics, former adjunct professor at the USC School of Law, a member of the USC Tax Institute Planning Committee, member of the American College of Trust and Estate Counsel, past board member of the National Committee on Planned Giving, and past chair of the National Conference on Planned Giving.  He was named a Daily Journal 2016 Clay Awards Winner, “Attorney of the Year for Extraordinary Achievement in2015 Appellate Practice” for his work on Estate of Duke.

Bill Hranchak

 

 

 

 
 
 
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 (Held Concurrently)
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 Patience Boudreaux at [email protected] to discuss their presentation material. To discuss General Meeting sponsorship opportunities, please contact Grace Russak at [email protected]

To discuss General Meeting sponsorship opportunities, please contact Allyson Simpson, LACGP President at [email protected].

General Membership Meeting Sponsorship Opportunities:

The Los Angeles Council of Charitable Gift Planners has five membership meetings scheduled in 2018 (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 LACGP 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