February Offsite Meeting: Non-Tax Aspects of Charitable Giving

Date: Tuesday, February 19, 2019
Time: 4:30pm - 7:00pm
Location: The San Diego Foundation 2508 Historic Decatur Rd.
Speaker: Andy Pharies and Erin Norberg

The Estate Planning Council of San Diego Presents: 

The Annual Offsite February EPCSD Meeting
 

Date: Tuesday, February 19th , 2019

Time: 4:30 P.M. to 7:00P.M.

Where: The San Diego Foundation

2508 Historic Decatur Rd

Room: Deborah Hoffman

 

Topic:

Non-Tax Aspects of Charitable Giving

Andy and Erin will discuss the often-overlooked state law issues that arise in planning and administering charitable gifts with a particular emphasis on the Uniform Prudent Management of Institutional Funds Act (“UPMIFA”).  They will examine issues relating to the creation and administration of endowment funds, ways to structure charitable gifts to preserve donor intent, and various traps for the unwary estate planning practitioner.

 

Speakers: 

Andy Pharies & Erin Norberg

Andy is a partner with DLA Piper LLP (US) in its San Diego office where he is a member of the firm’s Trusts and Estates Group and Global Private Client Group.  He practices in the areas of domestic and international estate planning, trust and estate administration and litigation, charitable planning, exempt organizations, and tax compliance and controversy.  Andy is a Fellow of the American College of Trusts and Estates Counsel (ACTEC).  He is a frequent speaker on trust and estate related topics and has recently spoken at the University of Miami Heckerling Institute of Estate Planning, the ACTEC Annual Meeting, the Tulane Tax Institute, the USC Tax Institute, the UCLA-CEB Estate Planning Institute, and others.

 

Erin is a senior attorney with DLA Piper LLP (US) in its San Diego office where she is a member of the firm’s Trusts and Estates Group and Global Private Client Group.  She practices in the areas of estate planning, trust and estate administration, charitable planning, exempt organizations, and tax compliance and controversy.  Erin is a frequent speaker on trust and estate related topics and has recently spoken at the UCLA-CEB Estate Planning Institute and CEB Recent Developments in Estate Planning.

 

Meal: 

Dinner hosted by The San Diego Foundation in Buffet Style

4:30 p.m. Cocktails and hors d’oeuvres

5:15 p.m.  Dinner

Pistachio Crusted Salmon

Parmesan Crusted Chicken

Spinach & Orzo Salad with Kalamata Olives, Toasted Pine nuts & Feta Cheese

Cauliflower Puree

Roasted Heirloom Carrots with Avocado & Yogurt

 

Please RSVP 

 by Thursday, February 14th, 2019

In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.

 You do NOT need a PayPal account in order to pay via credit card through PayPal. 

If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.

 

**PLEASE NOTE: OUR ADDRESS HAS RECENTLY CHANGED. PLEASE SEND ALL MAIL TO:

Jessica Vito Cruz

P. O. Box 880536

San Diego, CA 92168

 

 

 

 

 

 

 

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