"Estate Planning Strategies in the World of COVID-19 and Beyond"

July 9, 2020
12:00 p.m. - 1:00 p.m.

Elizabeth Bawden will explain why now is the perfect time for people to ensure their estate plan reflects their current wishes. This will be an opportunity to review what makes up a complete estate plan including wills, living trusts, beneficiary designations, health care documents, tax implications, and more.

$20 for members
$25 for guests

Speaker Bio - Elizabeth Bawden, Esq.
Elizabeth is a partner in the private client and tax team at Withersworldwide. She focuses her efforts on estate planning, planned giving, and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate, and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations. She also regularly represents tax-exempt organizations in formation, organizational, and operational issues. Elizabeth is certified by the California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law, and a fellow in the American College of Trust and Estate Counsel (ACTEC). She received the 2019 Distinguished Service Award from the Los Angeles Council of Charitable Gift Planners, where she has served as president and has been a member for 15 years. Elizabeth is a graduate of Wheaton College (IL) and the UCLA School of Law where she served as Executive Editor of the UCLA Law Review. After law school, she clerked for Judge Wiley Y. Daniel of the Federal District Court in Colorado. Elizabeth is currently adjunct faculty at the UCLA School of Law teaching Estate and Gift Tax and Estate Planning. Elizabeth serves on the board of the Heifer International Foundation, supporting the work of Heifer International to end hunger and poverty around the world by providing livestock and training to struggling communities.

Continuing Education
One continuing education point has been granted by CFRE (Certified Fund Raising Executive) International. LACGP is accredited by the State Bar of California to provide Minimum California Legal Education (MCLE). Credit hours may be self-reported to the Californa Board of Accountancy (CBA) for Continuing Professional Education (CPE) credits. Certified Specialist in Planned Giving (CSPG) credit hours may be granted on a self-reporting basis.

Upcoming Webinars

 July 23: Guiding Your Donors... And The Next Generations Into Their Futures - Are You Prepared For Intergenerational Philanthropy?

Lisa Snyder

It is no secret that over the next 30 years trillions are expected to pass from baby boomers to future generations. Some of this wealth will go to charities. Are you ready to counsel not only your current donors, but also their children, grandchildren and loved ones? Learn how to facilitate meaningful opportunities to bring family members together to support common causes, give back to communities, and create lasting change.

August 6: Think Like a Financial Planner... How Charitable Gift Planning Can Resolve Financial and Estate Planning Dilemmas

James F. Normandin

It has become be easier than ever to create a comprehensive charitable gift plan for prospective donors to create their Family Legacy Plan. Software has made number crunching along with financial and estate analysis relatively simple. However, it goes beyond the numbers. The best charitable gift advisor takes the time to know and understand their client families. They take the time to build a relationship that will last for years, not through one planning moment. They ask good questions and listen very carefully. They clarify to understand. They illustrate, guide and refer.  The donor begins to see the gift planner as listener first and therefore takes the on the role of counselor as opposed to the fundraiser looking for money. This presentation through case studies will give you the tools to, ask the right questions, gather the right data, analyze the data to determine; what to give, when to make the gift and the appropriate gift vehicle(s) to meet the donors desired goals and objectives and the creation of the Family Legacy Plan.