(This event took place April 2011) April 19th Speaking Engagement -- Incorporating Philanthropy into the Family Wealth Plan -- The City Club, San Francisco

I'm excited to have the opportunity to speak with Robert Lew, president and founder of Planning & Financial Advisors, on the topic "Incorporating Philanthropy into the Family Wealth Plan:  Different Approaches from a Financial Planner and an Estate Planning Attorney."   The event is co-hosted by the Northern California Planned Giving Council and the Financial Planning Association of San Francisco.  It takes place on April 19th, from 11:30 - 1:30, at The City Club in San Francisco.  Registration is available online and at the door.

Here's what we plan to cover:

Some wealthy families have strong charitable intent and would be receptive to charitable planned giving planning concepts.  Most families have weak or no charitable inclination so incorporating philanthropy into their wealth plan is often very difficult.  Bob Lew will share how, as a financial planner, he is able to integrate charitable concepts within wealth plans.  More importantly he will share how he has been able to foster charitable goals.

Attorneys are often uncomfortable talking about charitable giving unless the client brings it up first.  Or we reduce the conversation about charitable gifts to a simple yes/no question.  But attorneys, and other trusted advisors, are in a unique position to help the client articulate charitable goals, recognize time-sensitive opportunities, and sort through different planning strategies.  Karen Meckstroth will discuss how she and other attorneys are changing the way they practice to assist clients in making meaningful choices about charitable giving.  She will also touch on some of the ethical issues attorneys face when advising clients about charitable planning.

It is an honor to speak with Bob, and to learn from him.  Bob has dedicated enormous time and talent to enhancing the lives of his clients and the community through charitable planning.  He currently serves on the Board of the San Francisco Estate Planning Council and is a former Board member of the Northern California Planned Giving Council, the National Committee on Planned Giving, and the California State Bar Tax Specialization Committee.  Bob received the Phil Hoffmire Service Award from the Northern California Planned Giving Council in 2007 in recognition of his lifetime contribution to the charitable planned giving community. 

Upcoming Seminar: Presence and Ethics at the End of Life

On November 12th, I will be giving a Silicon Valley Bar Association seminar on Preparing for Dying: Presence and Ethics at the End of Life with sociologist and filmmaker Dr. Michelle Peticolas and estate planning attorney Deborah Radin of Kramer Radin, LLP.  

We will begin the seminar by watching Dr. Peticolas's award-winning documentary, Caring for Dying: the Art of Being Present.  You can view a trailer for the film here

Deborah Radin will cover the benefits of using advance health care directives to make decisions about the end-of-life.  She will also discuss what an "ethical will" is and how individuals can use ethical wills to transfer their personal values, history and legacy. 

I will discuss estate planning ethical issues and rules of professional conduct when representing a client at the end of life.  If you are an estate planning attorney who has worked with clients in hospice, you are aware that there are numerous ethical issues, including knowing who the client is, undue influence, and capacity.  I plan to cover these and other topics.

Attorneys will receive one hour of ethics credit for attending the seminar.  You can register for the event through the Silicon Valley Bar Association.

Statute of Limitations Seminar This Thursday

If you're an estate planning or litigation attorney in Silicon Valley and don't already have lunch plans for Thursday the 23rd, don't miss the presentation by trusts and estates litigation attorneys Ellen McKissock and Steve Braccini titled "Almost Everything You Ever Wanted to Know About Nearly Every Statute of Limitations, In an Hour."   The seminar is offered by the Trusts & Estates Section of the Silicon Valley Bar Association.  Here's a description:

Estate Planners and Litigators alike must be wary of the pitfalls of the various and intertwining statutes of limitations in the (mine)field of probate.   Some claims have explicit limitation periods called out in the Probate Code, while other causes of action dovetail with statutes of limitation in the Code of Civil Procedure. Some actions have no limitations period at all, while others require analysis of the underlying cause of action to determine the time deadline. Join Ellen McKissock and Steve Braccini of Hopkins & Carley as they attempt to unravel for you the various statutes of limitations and their interplay.  Attend, and don't be late or you will be time barred!

Seminars are open to both members and non-members of the Silicon Valley Bar Association.  There is still time to register.  Follow the link above for all the details.