Tax-Efficient Charitable Giving for Entrepreneurs and Impactful Philanthropy

Tuesday, February 20, 12:30 pm - 1:30 pm Pacific via ZOOM

BHBA members attend all CLE webinars for free. There is a fee for non-members. Check out all membership options at www.bhba.org/membership.

Earn 1.0 CA CLE Hour, including Estate Planning, Trust and Probate Law Specialization

Meet the Speakers

Elizabeth Glasgow

Partner

McDermott Will & Emery

Cris Lutz

Assistant Vice President of Gift Planning

The Huntington Library, Art Museum, and Botanical Gardens

Amy K. Takeuchi Wanlass

Vice President

Senior Wealth Advisor

Northern Trust

About the Program

Explore the power of "Tax-Efficient Charitable Giving for Entrepreneurs" at the Beverly Hills Bar Association. This dynamic presentation will help you guide entrepreneurial clients—whether founders of family businesses or owners and investors in large enterprises—towards impactful philanthropy. Explore strategic approaches for outright giving and life income gifts, utilizing assets like cash, appreciated securities, business interests, and real estate. Enhance your expertise to help clients amplify their legacy, minimize tax exposure, and preserve wealth for future generations.

Section Sponsors

This program is presented by the Trust and Estates law section, chaired by Elizabeth Acevedo and David Shapiro. Find out more about the sections at www.bhba.org.

Share on Facebook

Forward to a Colleague

Share on LinkedIn

CLE CREDIT: BHBA CLE programs are eligible for credit in all jurisdictions with mandatory CLE requirements, subject to accreditation and restrictions below. The process for obtaining credit varies by state. For comprehensive details on course accreditation, please email help@bhba.org. Always refer to the registration page and/or course flyer for detailed CLE information for each course.

BHBA is an accredited or approved sponsor in California, Illinois, Pennsylvania, New Jersey, Connecticut, and Vermont. All courses qualify for New York credit through New York's approved jurisdiction policy. View New York's policy here.

BHBA actively seeks credit approval for individual programs in additional states, including Alabama, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

BHBA's programs also meet the CLE eligibility criteria in Alaska, Arizona, Hawaii and New Hampshire. Attorneys must individually apply for credit and, if mandated by the state, submit accreditation fees directly.