Events Information

North County Estate Planning Council - San Diego is pleased to welcome:

Jenny Bratt of Withers Bergman and

Linda Spuck of Linda Spuck Consulting

addressing:

Charitable Gifts of Real Estate

Real estate, both residential and investment, represents a significant portion of our clients’ wealth, and a significant opportunity for charitable giving. Structured properly, gifts of real estate can provide tax benefits and support your clients’ financial, testamentary and philanthropic goals. 

Topics will include:

• Techniques for gifting Real Estate to charity, with an in-depth look at tax considerations
• Case studies for Residential Real Estate and Income Property gifts.
• Options for donors who wish to increase current income
  
  

This Presentation is a perfect complement for Planning for Real Estate Families Series, so do invite any Real Estate Families to attend the meeting so they can learn more.

PLEASE RSVP (Send Regrets) AS SOON  AS POSSIBLE, THANKS

NOW PROVIDING CONTINUING EDUCATION, MCLE AND ESTATE SPECIALIZATION CREDITS; PLEASE PROVIDE YOUR BAR/OTHER NUMBER WHEN YOU RSVP

Please sign-in for the MCLE/CPE/CE as you enter the Meeting Room, on the left as you go down the hallway to the meeting room itself.

Please Come as Early as You Can, 7:00AM, So You Can Enjoy the Fairbanks Ranch Country Club and the Networking Opportunities with the Council Members

The Guest Fee is $30.00 for the Continental Breakfast and Meeting Room (please make checks payable to North County Estate Planning Council - San Diego); Members attend free of charge; Please send this in as soon as possible.

If you would like to Sponsor a Meeting, contact Bill Super or Carlee Harmonson

See below for our Upcoming Events for previews of what is coming in future months.

Please scroll down for the Full Bio and Contact Information for our Speakers.

Our Hot Topic Update on What is Happening Today:

Featuring:

• Catherine Swafford of Withers Bergman
• Kristan Sheppard of Goodwin Brown, and
• Roberta Robinson of Robinson & Wilson, Attorneys at Law.

North County Estate Planning Council - San Diego, October 1, 2019 meeting will feature: 

The Council will be continuing our Business Exit Planning Series with

Bob Copeland and Chuck Witham moderating a Panel of CEOs who had sold their Businesses:

“What I Learned from the Sale of My Business”/”What I Wish I Had Known Before I Sold My Business”

Other upcoming events:

PLEASE PUT THE NCEPC-SD MEETINGS DOWN ON YOUR CALENDAR AS A RECURRING MEETING FOR THE 1ST TUESDAY OF THE MONTH.

• October 1, 2019, FIRST Tuesday of the Month, the Regular Meeting of the North County Estate Planning Council- San Diego; the Council will be continuing our Business Exit Planning Series with Bob Copeland and Chuck Witham moderating a Panel of CEOs who had sold their Businesses: “What I Learned from the Sale of My Business”/”What I Wish I Had Known Before I Sold My Business”.

• October 10 to 12, 2019, The 39th Annual Southern California Tax and Estate Planning Forum at the Hyatt Regency Mission Bay Spa and Marina. The always excellent Forum has a power-packed group of Speakers and Topics including: Matt Brown on Beyond Estate Taxes: Trusts are for Income Taxes, too; Phil Jelsma on Using an LLC for Estate Planning; Sam Donaldson on Federal Tax Update; Juliw Kwon and Nicole Pearl on Drafting for Non-Traditional Family Configurations; and many others. Please go to the taxandestateplanningforum.com for more information and to register. PLEASE CONTACT BILL SUPER FOR A DISCOUNT CODE. 

• November 4 to 7, 2019, the 56th Annual Hawaii Tax Institute at the Sheraton Waikiki in Honolulu, Oahu. HTI, one of the best estate planning conferences, has a power-packed group of speakers including: Turney Berry, Jonathan Blattmachr, Stacy Eastland, Eileen Gallo, Joline Godfrey, Andy Katzenstein, Al King, Paul Lee, Stephanie Loomis-Price, Clary Redd, Bruce Ross, and many more. Please go to hawaiitaxinstitutefoundation.configio.com for more information or to register.

• November 5, 2019, FIRST Tuesday of the Month, the Regular Meeting of the North County Estate Planning Council- San Diego; the Council is honored to have our good friend Tom Rogerson of GenLeg Co., Inc. and Marvin Blum of The Blum Law firm who will be speaking on their NYState Bar Family Governance Symposium, including “Combatting the Shirtsleeves to Shirtsleeves in Three Generations TRUTH” and the “Family Advancement Sustainability Trust” (FAST).

• November 5 to 8, 2019, the 56^th Annual Estate Planning Conference is in Las Vegas at The Cosmopolitan of Las Vegas has it usual Fantastic conference on the NAEPC’s West Coast swing with many great speakers and topics including Marty Shenkman (Tips and Nuggets”), Dick Oshins (“Traps for the Unwary”), Sam Donaldson (“Current Developments”), Bob Keebler (“ Beyond the Numbers: Understanding the 1041/706/709”), Turney Berry, Chris Hoyt, Hugh McGill and others. Go to naepc.org for more information or to register.

• December 3, 2019, FIRST Tuesday of the Month, the Regular Meeting of the North County Estate Planning Council- San Diego; with Jeff Verdon of the Jeffrey M Verdon Law Group and Kevin Day of Day & Associates, premier Asset Protection Trust Planning Attorneys, presenting on the State of Asset Protection Trust Planning.

Our Panelists:

Jenny Bratt of Withers Bergman
and
Linda Spuck of Linda Spuck Consulting

Jenny Hill Bratt is a partner in the private client and tax team at the law firm Withersworldwide, operating in the US as Withers Bergman LLP.  Based in the firm’s Rancho Santa Fe office, she focuses on US and international estate and income tax planning, trusts and estates administration, family and closely held business planning and charitable planning and exempt organizations.  She advises US individuals who own foreign assets on the manner in which such assets should be structured as well as their US tax compliance obligations. She routinely employs transfer tax mitigation techniques such as intentionally defective grantor trusts, grantor retained annuity trusts, irrevocable life insurance trusts, and family limited partnerships, among others.

Jenny regularly advises clients with the creation and administration of closely-held family businesses, from choice of entity issues, to the design and implementation of limited partnerships and limited liability companies, structuring tax-efficient wealth transfers and addressing income tax solutions arising from investments and operating businesses.  She also advises clients in planning and implementing charitable gifts including structuring such gifts through charitable remainder trusts and charitable lead trusts. She can also assist clients with the formation of private foundations and private operating foundations and advise such clients on issues that arise in the administration of such entities.

Jenny is certified as a specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization.  She serves on the Executive Committee of the Trusts and Estates Section of the California Lawyers Association, and was involved in the passing of the California Uniform Trust Decanting Act effective January 1, 2019.  She is a fellow in the American College of Trust and Estate Counsel (ACTEC).

Jenny holds a JD and LL.M in Taxation from University of San Diego School of Law, a BA, cum laude, from the University of California, San Diego, and is admitted to practice in California, New York and Connecticut.

Contact Information: Jenny Hill Bratt, Partner, Private Client and Tax, at Withers Bergman; t +1 619 358 1712 c +1 858 442 8477;  [email protected]; withersworldwide.com;
Withers Bergman LLP, 6050 El Tordo, P.O. Box 2329, Rancho Santa Fe, California 92067

Linda Spuck is Principal of Linda Spuck Consulting, providing Effective, Actionable Advice to Maximize Philanthropy.  She shares her passion for helping charities and foundations find the most effective ways to achieve their mission through fundraising counsel, legacy planning and strategic board governance.  Ms. Spuck’s practice focuses on sharing best practices gleaned from observing and learning from hundreds of outstanding fundraisers and leaders and her personal experiences gained from over 20 years in the philanthropic sector.

Until October 2017, Ms. Spuck served as a Senior Trust Officer at Union Bank, The Private Bank, specializing in charitable planning for individuals, families and non-profit organizations.

Ms. Spuck is a sought-after speaker on charitable estate planning and board governance.  Recent presentations include:

• BoardSource Leadership Forum; Northern California Planned Giving Conference; USD Non-Profit Governance Symposium
• Jewish Community Foundation Annual Professional Advisor Luncheon; Western Regional Planned Giving Conference
• San Diego Planned Giving Partnership

Linda is active in several community service organizations, including:

• San Diego Opera—Board of Directors, Secretary, Nominating Chair
• YMCA of San Diego County—Chair, Gift Planning Advisory Council
• Write Out Loud—President, Board of Directors
• Junior League of San Diego – Sustainer Advisor, Board of Directors
• The North County Estate Planning Council- San Diego

Contact Information: Linda P. Spuck, Principal of Linda Spuck Consulting “Effective, Actionable Advice to Maximize Philanthropy”; [email protected]

North County Estate Planning Council- San Diego Board:

• Joe Ouellette        AXA Advisors               [email protected]
• William Super       William Super CPAs & Consultants      [email protected] 
• David Jacobs        Grant Hinkle Jacobs   [email protected]  
• Phil Sullivan           Sullivan McGibbons & Associates     [email protected]
• Carlee Harmonson Union Bank               [email protected]