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:
Tami Wallenstein
Senior Vice President, Senior Philanthropic Specialist
- & -
David Little
Senior Vice President, Senior Wealth Strategist
Wells Fargo
A SPECIAL THANKS TO OUR EVENT SPONSOR
Patrick Shannon, Sr., CIMA, RMA
Financial Advisor
Wells Fargo Advisors
555 California Street, Suite 2300
San Francisco, CA 94104
415.395.2403
Patrick.Shannon@wfa.com
NEW LOCATION
THE GARDEN
1719 Bonanza St,
Walnut Creek, CA
Nearest parking garage is the North Locust St. Parking Garage at 1625 Locust St.
6:00pm
Networking &
Reception
6:30pm
Buffet Dinner
6:45pm
Welcome &
Announcements
7:00pm
Speaker Presentation
8:00pm
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
EPCDiabloValley@gmail.com
$90
Guest Cost:
$110
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RENEW YOUR MEMBERSHIP TODAY
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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:
About Our Speakers:
Tami 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).
Upcoming Events
Estate Planning Council Diablo Valley | EPCDV.org
Complimentary Networking Event
@ Headlands Brewery
Wednesday, February 7, 2024
4pm to 6pm
Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA.
There is no cost to attend, and members will be provided 1 complimentary drink ticket.
BECOME AN EPCDV MEMBER TODAY
Wednesday, February 21, 2024
Ryan Szczepanik
Senior Wealth Strategist, BNY Mellon Wealth Management
Will Wollesen, Esq., Partner
Hall Law Group LLP
4733 Chabot Drive, Suite 203
Pleasanton, CA 94588
925.460.0711
will@hlg-llp.com
Ryan Szczepanik is a Senior Wealth Strategist at BNY Mellon Wealth Management. He previously practiced trust litigation for several years. Ryan will provide tips and pitfalls to avoid when constructing a client’s estate plan, with an eye toward minimizing the likelihood that interested persons will challenge or the court will depart from the client’s intentions.
The most common “problem areas” of an estate plan that give rise to disputes.
Drafting tips that will decrease the likelihood that an estate plan will end up in litigation or harm the grantor’s intent.
Drafting tips that promote family governance and wealth transfer.
About Our Speaker:
Ryan Szczepanik is a Senior Wealth Strategist with BNY Mellon Wealth Management. In this role, he works closely with wealthy families, key corporate executives, business owners, and their advisors to provide comprehensive trusts, estates, and tax planning services. Ryan is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. He is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). Before joining BNY Mellon, Ryan was a Shareholder at the Bay Area trusts and estates law firm Hartog, Baer & Hand, A.P.C., and prior to that, he handled complex trust, estate, and corporate matters as an attorney at King & Spalding. He received a B.A. from Amherst College and a J.D. from Emory Law School.
Special Thanks to our Member Supporters
C. Joseph Doherty, Esq.
Gagen McCoy
Robert Gewecke, CFP® BMO Private Wealth
Heather Hamilton Fiduciary Accounting Services, LLC
Absolute Trust Counsel
Kyle Johnston, Esq.
Bank of America Private Bank
Art Lotti
Custom Moving & Hauling
Elizabeth Mintzer, CFP® Rainer Wealth Management
Stacie Nelson, Esq. Holland and Knight
Frank Paré, CFP®, ChSNC® PF Wealth Management
Bert Payne, CPA, FCA, CGMA Insurance Review Services
Lisa Soloway, CLPF Soloway Fiduciaries, Inc.
Compass
Michael Strohl, CFP®
Open Advisors
Steve Way, CLU®, ChFC®
Way Financial
Matt Weaver, CFA
Fremont Bank
Christina Weed, Esq., LL.M. (Taxation)
Weed Law Group, PC
Will Wollesen, Esq.
Wednesday, March 6, 2024
A Special Thanks to Our Event Sponsor
Tiffany Sutton-McFarland
Realtor, Senior Certified Agent, Probate/Trust Certified Agent
Email: tiffany@therealtortiff.com
Phone: 925.854.8079
