Charitable Gift Planning and Estate Planning Strategies Topic of Seminar.SAN FRANCISCO--(BUSINESS WIRE)--Oct. 20, 1999-- Douglas Freeman, a leading Los Angeles-based tax attorney, and Christopher Hays, Professor of Law at the University of Missouri, are featured speakers at an upcoming seminar on charitable gifts and estate planning Estate Planning The overall planning of a person's wealth, including the preparation of a will and the planning of taxes after the individual's death. Notes: Contrary to popular belief, estate planning involves much more than preparing a will, and it is not only for the in San Francisco San Francisco (săn frănsĭs`kō), city (1990 pop. 723,959), coextensive with San Francisco co., W Calif., on the tip of a peninsula between the Pacific Ocean and San Francisco Bay, which are connected by the strait known as the Golden . The Annual Tax and Estate Planning Seminar, sponsored by the Jewish Community Endowment Fund Noun 1. endowment fund - the capital that provides income for an institution endowment patrimony - a church endowment chantry - an endowment for the singing of Masses of the San Francisco-based Jewish Community Federation, will take place Thursday, Oct. 28, from 8 a.m. to noon, at The New Alexandra's, Westin St. Francis Hotel The Westin St. Francis is a luxury hotel in the Union Square district of San Francisco, California. The hotel opened on March 21, 1904. The interior was destroyed in the 1906 Earthquake but the structure survived and the hotel re-opened in late 1907. , 335 Powell St., San Francisco. The program, designed for attorneys, accountants, financial advisors and professionals in related fields, will be preceded by breakfast at 7:30 a.m. Cost for the event is $18. For information and reservations, contact the JCEF JCEF Jewish Community Endowment Fund at 415/512-6273. Freeman, a highly sought after lecturer who approaches his subject with wit and humor, will discuss "Financial and Estate Planning Strategies Utilizing Charitable Gift Planning." He is considered an authority on tax and estate planning strategies related to philanthropic giving and is the author of "Estate Tax Freeze: Tools and Techniques." Hoyt specializes in federal income taxation and business organizations at the Kansas City Kansas City, two adjacent cities of the same name, one (1990 pop. 149,767), seat of Wyandotte co., NE Kansas (inc. 1859), the other (1990 pop. 435,146), Clay, Jackson, and Platte counties, NW Mo. (inc. 1850). campus of the University of Missouri School of Law. He is the author of "The Legal Compendium for Community Foundations," a widely used legal reference. His topic for the seminar is "How to Structure Charitable Gifts from IRAs and Qualified Retirement Plans." With assets exceeding $600 million, the Jewish Community Endowment Fund serves as a major resource in the general and Jewish communities for emergencies and seed funding for new and innovative projects. Its assets include unrestricted, restricted and designated funds, donor-advised funds, pooled income funds, charitable gift annuities and supporting foundations. |
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