Events

Forming & Operating a Private Foundation: How to Avoid the Landmines and Enjoy Your Philanthropic Work

Virtual via Zoom

While there are stringent rules governing private foundations, forming and operating a private foundation need not be complex or dangerous. Understanding the rules applicable to private foundations will minimize the risk of noncompliance and help ensure operating the foundation remains a fulfilling endeavor. This presentation will discuss the most common mistakes private foundations make. Stepping […]

“Not-Too-Basic” Basic Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families

100 Spectrum Center Drive, 12th Floor 100 Spectrum Center Drive, 12th Floor, Irvine, California

Presented by: Michael Offenheiser Offering 1.0 hour of CLE and CPE credit Join us for an in-depth presentation on Foundational Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families: Why it Requires More Than Just the Basics. This presentation will explore how foundational estate planning—covering essentials like powers of attorney, health care directives, wills, and living trusts—can […]

Models of Church Growth: Mergers & Acquisitions

Virtual via Zoom

We invite you to Save the Date! More information to come. RSVP here.    Presented by: John C. Peiffer II, J.D., A.M. and Casey S. Hale   Event Timeline:  12:00 pm - 1:00 pm Presentation 1:00 pm - 1:30 pm Optional Q&A and Case Studies

Philanthropic Strategies for Successful Families

Virtual via Zoom

You may be familiar with the statement “Charity begins at home,” but the complete proverb actually says “Charity begins at home, but should not end there.” This webinar will take this proverb a step further by providing an overview of three common tools successful families use to organize and execute on their charitable goals. Overview […]

Basics and Beyond Living Trusts

Brown & Streza, LLP 40 Pacifica, 15th Floor, Irvine, CA, United States

Presented by: Michael Offenheiser Offering 1.0 hour of CLE and CPE credit We invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth, minimize tax […]