Forming & Operating a Private Foundation: How to Avoid the Landmines and Enjoy Your Philanthropic Work
2026-03-26 12:00 - 13:15 UTC | Virtual via Zoom
This presentation will discuss the most common mistakes private foundations make.
Register 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 on these landmines can expose a foundation and its managers to excise taxes and distract the foundation from its primary mission. You will learn:

The problem areas start-up private foundations must avoid
The key differences between a trust-form and a corporate-form private foundation
How to avoid common self-dealing violations
Methods to make qualifying distributions beyond merely making grants

Speaker: Casey S. Hale and Alexander “Zan” Schindler

Nonprofit Legal Issues That May Not Keep You Up At Night, But Should
2026-04-30 12:00 - 13:15 | Virtual via Zoom
Register via Zoom
Many faith-based nonprofits focus on the obvious legal requirements, but it’s often the overlooked issues that create the greatest risk. In this insightful webinar, our presenters explore the “middle-of-the-night” legal questions that faith-based nonprofit leaders should be asking but often aren’t. From governance and fundraising compliance to volunteer liability and insurance gaps, this session will help you proactively identify and address critical legal blind spots before they become costly problems.
• Identify common but overlooked legal risks that can impact nonprofit operations and compliance
• Understand best practices for governance, fundraising registration, and donor restrictions
• Learn how to mitigate liability related to volunteers, interns, and insurance coverage gaps
Speaker: Casey S. Hale and John C. Peiffer II, J.D., A.M.

Basics and Beyond Living Trusts In-Person Presentation
2026-05-13 11:30 - 13:00 | Brown & Streza, LLP, 40 Pacifica, 15th Floor, Irvine, CA, 92618, United States
Presented by: Michael Offenheiser
Offering 1.0 hour of CLE 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 exposure, and plan for long-term family well-being.
What We’ll Cover:

Current Estate & Gift Tax laws: what’s changing and what it means for your clients
Planning for what happens in the event of incapacity
Avoiding probate, legal delays, and unnecessary costs
Creating smooth transitions and promoting family harmony
Ensuring prudent management of property
Protecting from creditors, predators, taxes, and waste
Engaging the next generation in legacy and wealth stewardship

Join Us at our office at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm.

Please enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *
did Name Organization

Phone *Organization *Job Title *How did you hear about this event? *Questions for the PresenterRSVP
