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Section | Probate and Estate Planning

Probate & Estate Planning and Probate Litigation Sections Meeting


Charitable Planning with the Young Pooled Income Fund

Speaker
Suzanne Jack | ADEO Financial
Randy A. Fox, CFP®, AEP® | Two Hawks Consulting, LLC

The MCBA Probate & Estate Planning and Probate Litigation Sections invite you to attend a virtual presentation on Charitable Planning with the Young Pooled Income Fund to be held on Wednesday, October 20th from 12:00 to 1:00 PM.

With the various changes occurring in the law regarding tax and estates, one key tool in the attorney's toolbox is charitable gifting. This session will provide a very brief review of various forms of charitable gifting opportunities while focusing on educating attendees in deeper detail about a lesser known vehicle, Young Pooled Income Fund (YPIF). The goal of the program will be to share what the YPIF can do and how to judge it against the various established and well known planning tools available to attorneys and clients.

1.0 CLE will be provided towards General/Estate Planning, Trust & Probate Legal Specialization Credit.

Paul Gruwell and Laura Gibble
Co-Chairs of the Probate & Estate Planning and Probate Litigation Sections

MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR. ELIGIBLE TOWARDS General/Estate Planning, Trust & Probate Legal Specialization Credit.

To receive MCLE credit, you must connect by digital device; i.e., tablet or computer. Call in by telephone only will not qualify. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. MCBA is a certified provider: Provider #411.

People with disabilities and/or special requests should contact MCBA regarding reasonable accommodations.


1.0 CLE | General


Contact

Denise Belli | Email
Mee Mee Wong | Email


10/20/2021 12:00 PM 10/20/2021 1:00 PM America/Los_Angeles Probate & Estate Planning and Probate Litigation Sections Meeting Charitable Planning with the Young Pooled Income Fund Hosted Webinar, Log in sent after registration, , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

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Date and Location

Wednesday | October 20, 2021
12:00-1:00P

Hosted Webinar
Log in sent after registration

Speaker Information

Suzanne Jack

ADEO Financial

Suzanne is Founding Principal of Adeo Financial, a private wealth consultancy working with clients and advisors here and abroad. In 2015, Suzanne incorporated her late husband’s 30 years of leading Insurance Planning to her focus in Philanthropic and Legacy Wealth. Suzanne delivers elegant solutions and opportunities across the spectrum of private wealth for individuals, families, companies and foundations. She helps clients identify hidden fees and exposures and reposition wealth in most leveraged structures with least amount of risk and greatest tax efficiency. Suzanne partners with investment, tax and legal advisors and wealth managers as an advocate for the 100-year plan. Suzanne understands great financial success transforms families, companies and communities when Philanthropy is a cornerstone of vision and generational planning is purposefully considered.

Suzanne is a project-based and product-based consultant and an ally for best in class opportunity for income, capital gains, estate, charitable and multi-generational planning. Agnostic and holistic, Suzanne employs historical perspective, preeminent specialists and forward-leaning thought leadership to client relationships and remains a quarterback to families and companies for concierge planning.

Having grown up outside of NYC, Suzanne brings an East Coast sensibility to her practice in San Francisco. The great-granddaughter of philanthropists in the arts, generosity and creativity have been consistent themes in her personal life, and she supports clients in their own objectives. Suzanne’s commitment to fully understand client priorities and sensitivities facilitates clients to crystallize core values, define mission and strengthen governance and goals. An athlete, Suzanne is guided by work ethic, efficiency and relentless pursuit of the whole person. She coaches the tennis athletes of the Special Olympics and mentors young students in underserved communities as well focuses her efforts on the arts, education, and preservation of habitats and eco-systems.

Suzanne Jack, Founding Principal
(415) 289-0230

Email | Website

Randy A. Fox, CFP®, AEP®

Two Hawks Consulting, LLC

A third-generation entrepreneur, Randy is a founder of Two Hawks Consulting, LLC, a national advisor to advisor estate and wealth transfer consultancy

Randy is also currently the Editor-in-Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors. In 2015, Randy was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy.

Randy was a founding principal of InKnowVision, LLC, a national consulting and marketing firm that developed estate and wealth transfer designs for clients of exceptional wealth. During his tenure, more than 300 families were served and more than $500 million was directed to philanthropic purposes. He served as director and faculty member of the InKnowVision Institute, which provided professional advisors with the advanced technical and interpersonal tools required to attract and work successfully with high net worth clients.

Randy A. Fox, CFP®, AEP®
(704) 698-4055 Office
(630) 235-5475 Mobile

Email | Website