Center for Estate and Gift Planning to Present Educational Webinar Series
Pepperdine’s tax attorneys from the Center for Estate and Gift Planning (CEGP) will present a free four-part educational series that will cover creative and insightful ways to maximize tax savings and income generation through philanthropic planning. Each event will feature special guest speakers and include time at the end of the session for questions and answers.
Session 1: August 27 | 9 AM PDT
The Charitable Reverse Mortgage Alternative with special guest Sara Young Jackson (’74)
Learn how you may be able to use your home to create a stream of fixed income without selling, leasing, or moving. This charitable strategy, often called a “charitable reverse mortgage” or a “charitable gift annuity for home,” has helped numerous Pepperdine friends stay in their home, supplement their retirement income, and leave a lasting legacy at Pepperdine.
Session 2: September 10 | 11 AM PDT
Real Estate Exit Strategies with special guest S. Keith Hinkle (JD ’97)
This session will explore tax-savvy charitable exit strategies for real estate, including charitable remainder unitrusts and bargain sales.
Session 3: September 24 | 9 AM PDT
Advantages of Donor Advised Funds
This session will address the question, “What is a Donor Advised Fund (DAF)?” and explore why DAFs are skyrocketing in popularity. CEGP attorneys will compare DAFs to private foundations and discuss why DAFs are tax-favored vehicles for future charitable giving.
Session 4: October 15 | 9 AM PDT
The ABCs of Estate Planning with special guest Jim Gash (JD ’93)
Pepperdine’s team of attorneys will discuss the essential components of an effective estate plan and some advanced strategies to maximize your loved ones’ peace of mind and minimize any estate taxes.
Questions for all webinars in this series can be pre-submitted to panelists via email to firstname.lastname@example.org. For additional information about the webinar series, visit the Center for Estate and Gift Planning website.