Seminars & Events

The office of Planned Giving cordially invites you to attend our seminars. At these seminars you will learn how proper estate planning can benefit you, your family, and USF students. We hope to see you there!

 
Silicon Valley Community Foundation and The University of San Francisco invite you to attend a luncheon program featuring a panel discussion on recent estate tax legislation:

Estate Planning for High New Worth Clients Under the Tax Relief Act of 2010

Wednesday, March 2, 2011
11:30am - 1:30pm
City Club of San Francisco
155 Sansome Street, 11th Floor
San Francisco, CA 94104
Cost: $55

Lunch Provided
CE credit available for CPAs
CE credit pending for attorneys, CFPs and CTFAs

Now that the Tax Relief Act has been enacted, what issues should estate planning attorneys, tax planners and wealth managers be discussing with clients? The program will feature a panel discussion moderated by Stephen Schwarz, professor at UC Hastings College of the Law. Panel members include:

James B. Ellis, Sideman & Bancroft LLP
Anne F. Macdonald, Frank Rimerman + Co. LLP
J. Daniel Schrauth, J.P. Morgan

The speakers will provide a brief overview of the recent tax legislation and address a range of estate and tax planning implications for you and your clients to consider, including:

• Reporting issues for 2010 decedents, especially with regard to carryover basis and compliance challenges
• Gift and Generation-Skipping Transfer Tax and planning strategies for the next two years
• Testamentary estate planning for married couples – changes to conventional planning
• Impact of the tax legislation on the estate planning profession and charitable giving as a whole
• Predictions and prospects for future fundamental tax reform

This program will also feature remarks by Stephen A. Privett, S.J., president of USF, and Emmett D. Carson, Ph.D., CEO and president of Silicon Valley Community Foundation.

Please register online or call 650.450.5517 to RSVP.

The cost to attend is $55 and can be paid online via credit card or by check made payable to "Silicon Valley Community Foundation." Please send checks to:

Silicon Valley Community Foundation
ATTN: Gifts Administration
2440 West El Camino Real, Suite 300
Mountain View, CA 94040

Thank you to our event sponsor:

Basics of Estate Planning Seminar

At this seminar you will get the information you need to create an estate plan or update your existing one.

Featuring: John McDonnell, Jr., JD
Tuesday, March 15, 2011
Noon – 1:30pm
Law Offices of Reed Smith, LLP
1999 Harrison Street, 24th Floor
Oakland, CA 94612

This session will cover a range of topics including:
1. Elements of a good estate plan;
2. Benefits of a will or living trust; and
3. how to protect your family with "Durable Powers of Attorney."

A light lunch will be provided and parking is available nearby.

Basics of Estate Planning Seminar

Featuring: Laurelle Gutierrez, JD
Wednesday, March 16, 2011
Noon – 1:30pm
Law Offices of Carr McClellan
216 Park Road
Burlingame, CA 94010

A light lunch will be provided and parking is available nearby.

At this seminar Ms. Gutierrez will discuss:
1. The new and temporary Estate, Gift and Generation-Skipping, Transfer Tax Exemption Amounts and Tax Rates;
2. The Portability of Unused Exemption of Deceased Spouse;
3. The Impact of Extension of Bush Tax Cuts on Roth IRA Conversion;
4. Planning Opportunities and Challenges, including the Sunset of the Tax Law Provisions under the 2010 Tax Relief Act.

For info and registration, please contact program coordinator, Vanessa Barriga at 415-422-2872 by Thursday, March 10.

Planning and Investing for a Post-Crash World

Featuring: Kevin Gahagan, CIMA, CFP, Mosaic Financial Partners, Inc.
Thursday, March 17, 2011
Noon – 1:30pm
The City Club of San Francisco - Bechtel Room
155 Sansome Street, 9th Floor
San Francisco, CA 94104

Lunch will be provided.

The events of 2008 and early 2009 were a crisis for many. In the aftermath, the popular media and much of the public have questioned the wisdom of long held beliefs about what works in investing and how to plan for the future. According to Gahagan, such examination is worthwhile but investors must use caution in drawing conclusions too quickly. This session will focus on important lessons related to asset allocation, diversification and the impact which emotions and psychology have on the investment process.

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