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, 12th Floor 100 Spectrum, 12th Floor, Irvine, United States

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—becomes […]