Registration Now Open

The FAS offers fiduciaries and attorneys three days of continuing education programming and networking in the heart of Santa Barbara wine country.

 

Intrafamily Gifting and Charitable Planning: Cleaning Up Messes, Avoiding Pitfalls and Capturing Opportunities for Fiduciaries and Attorneys.

We’re bringing this year’s theme to life through a silent auction and other fundraising opportunities to benefit the Autism Discovery Institute at Rady Children’s Hospital.

Our presenters will discuss:

  • Expiration of the lifetime exclusion amount (AEA or BEA)

  • Collaboration with charities

  • Annual exclusion use-plan using tax-favored assets

  • Philanthropic LLCs

  • Attraction and engagement of successful families and business owners through collaborative partnering

  • Charitable planning strategies for the mass affluent (net worth of $1 million to $10 million) versus the UHNW (net worth of $20 million to $200+ million)

  • Alphabet soup of charitable strategies

  • Gift tax return audits

  • Adult estrangement and gifting

Specialization Credit for Estate Planning, Trust and Probate Law Pending Approval

Stay tuned for more details!