1/17/24 Estate Planning Council of Diablo Valley *NEW LOCATION* IN PERSON Dinner Meeting

  • Wednesday, January 17, 2024
  • 6:00 PM - 8:00 PM
  • The Garden, 1719 Bonanza St, Walnut Creek, CA 94596


  • Active Member of EPC Diablo Valley

PO Box 245, Walnut Creek, CA 94596

T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com

Wednesday, January 17, 2024

"Navigating the Charitable Strategies Before and After the Disposition of a Business"

Presented by:

Tamara Wallenstein

Senior Vice President, Senior Philanthropic Specialist

- & -

David Little

Senior Vice President, Senior Wealth Strategist

Wells Fargo


Patrick Shannon, Sr., CIMA, RMA

Financial Advisor

Wells Fargo Advisors

555 California Street, Suite 2300

San Francisco, CA 94104





1719 Bonanza St,

Walnut Creek, CA 

Nearest parking garage is the North Locust St. Parking Garage at 1625 Locust St.


Networking &



Buffet Dinner


Welcome &



Speaker Presentation


Meeting Close

Please note all reservations

& cancellations MUST be

made no later than 2pm

the Monday before 

the monthly meeting.

Refunds will not be

granted to cancellations

that are received thereafter.  

All cancellation requests need to be made in writing to 


Member Cost 


Guest Cost:



Presentation Summary:

Many successful business owners engage in philanthropy, particularly upon the sale of their business. Utilizing charitable strategies before a sale can provide business owners with several benefits and allow them to support a charity. While a charitable strategy can reduce and/or defer capital gains tax, it is critical for a wealth transfer advisor to be aware of which charitable options works best for the type of entity owned and the client’s philanthropic objectives. S-corporations, active trade or business income, hot assets, and debt can be stumbling blocks to a smooth transaction. This session will discuss the pitfalls to avoid and how to successfully navigate your client’s business sale.

Learning Objectives:

  • How your clients can incorporate charitable giving into the sale of a business, thereby reducing taxes and allowing the client to support an important cause
  • How you can prepare in advance for these transactions
  • Avoid pitfalls of transactions

    About Our Speakers:

    Tamara Wallenstein is a senior philanthropic trust advisory specialist and senior vice president with Wells Fargo Wealth & Investment Management. She helps individuals and families to define and achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Tami collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropic activities.

    Prior to joining Wells Fargo, Ms. Wallenstein was the Associate Endowment Director at Jewish Family and Children’s Services and Planned Giving Officer for the San Francisco Jewish Federation.

    Prior to that, she worked as an estate planning attorney in New York.

    Tami earned a Bachelor of Arts from Barnard College, Columbia University, and her JD from Brooklyn Law School .

    David Little is a senior wealth strategist with Wells Fargo Bank in the Wealth & Investment Management division. He is located in San Francisco, California, and is covering the northern California geography. David works closely with clients and their advisors to better understand the wealth planning goals and objectives of high and ultra-high net worth clients, create a framework within which to give advice, and collaborate with advisors to provide comprehensive advice and planning services to clients with the goal of helping them to make incrementally better financial decisions.

    David was previously with the law firm of Hartog, Baer & Hand, APC for over four years working with clients with assets of $5 to over $100 million with their estate planning, trust and estate administration. Prior to that he was with Wells Fargo Bank as a Vice President, Estate Advisory Specialist in Estate Services. David also has many years of experience in the private practice of law in the areas of estate planning, trust and probate administration, and litigation as well as malpractice and employment litigation (currently not practicing).

    David earned his Bachelor of Science in Finance from San Jose State University and his Juris Doctor degree from University of San Francisco School of Law. He is a fellow of American College of Trust and Estate Counsel (ACTEC).

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