$55 – $65

Speaker Series: Retirement Planning with Charitable Tools

Event Information

Share this event

Date and Time

Location

Location

Center Club Orange County

650 Town Center Drive

Garden Level

Costa Mesa, CA 92626

View Map

Refund Policy

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

Event description
Retirement Planning with Charitable Remainder Trusts and Deferred Charitable Gift Annuities

About this Event

Do you want to learn about Retirement Planning with Charitable Remainder Trusts and Deferred Charitable Gift Annuities? For this Orange County Advisors in Philanthropy (OC AiP) Speakers Series program, Jane Peebles, JD, Senior Partner of Karin & Peebles, LLP will explain some charitable strategies for retired, boomer and middle-aged clients. These strategies are used to assure a regular source of income in retirement and to allow younger clients to both save more for retirement and control when they start receiving retirement income.

She will discuss the various types of charitable remainder trust and which can help achieve different client/donor goals. Jane will explain how to plan for retirement income using a FLIP charitable remainder unitrust and how to control when income is available to your client/donor using a don’t-need-it-yet “spigot” charitable remainder unitrust. You will learn how to time the receipt of retirement income using deferred charitable gift annuities, which are very appealing to professional middle-aged clients.

Jane Peebles specializes in U.S. and international estate and charitable planning and represents high net worth families, entrepreneurs, philanthropists, and nonprofits. Jane is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and is certified by the California State Bar Association as a Specialist in Estate Planning, Probate and Trust Law. Her peers have voted her a Southern California Supe4r Lawyer every year since 2004 and a Best Lawyer in America in the Specialty of Trusts and Estates every year since 2008.

Lunch and valet parking are included in the registration fee.

Share with friends

Date and Time

Location

Center Club Orange County

650 Town Center Drive

Garden Level

Costa Mesa, CA 92626

View Map

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

Save This Event

Event Saved