YMCA of San Diego County: Corporate Office
Seminar for Professional Advisors - CANCELED
Estate and Business Planning
Tickets are available for $150 (ticket prices go up to $180 after June 15). Continuing Education credits available for attorneys, CPAs, CFPs, CTFAs, insurance professionals, and advanced CLE certification.
Featured Speakers
Samuel A. Donaldson The Life-Changing Magic of Grantor Trusts
Before joining the Georgia State Law faculty in 2012, Samuel Donaldson served as a professor and associate dean at the University of Washington School of Law in Seattle for 13 years. There he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the law school’s Student Bar Association. Learn more about Samuel Donaldson here.
Brian Tsu From Higgs Fletcher & Mack LLP
Mr. Tsu represents high-net-worth individuals in the areas of domestic and international estate planning, related areas of taxation and closely-held family business planning.
He also advises fiduciaries in complex trust and estate administrations, particularly when tax or cross-border issues are present. Learn more about Brian Tsu here.
Sponsorship Levels
Featured Speaker Sponsor — $7,500
- Preferred placement on the invitation and all print and electronic advertising
- One-on-one social hour with featured speaker, Sam Donaldson, prior to event
- Featured signage at reception
- Welcoming address by firm’s representative
- Up to 20 complimentary seats at the seminar with reserved VIP seating
Gold Level Sponsors — $5,000
- Preferred placement on the invitation and all print and electronic advertising
- Signage at reception
- 10 complimentary seats with reserved VIP seating
Silver Level Sponsors — $2,500
- Corporate logo included in all print and electronic advertising
- Signage at reception
- 6 complimentary seats with reserved VIP seating
Bronze Level Sponsor — $1,000
- Corporate logo included in all print and electronic advertising
- Signage at reception
- 2 complimentary seats
Sponsors’ logos with a link to their website will be added here, and remain active until December, 2020.
For additional information (including refund details), contact Julie Armitage at [email protected].
Thank You to Our Sponsors
Silver Level Sponsors:
Bronze Level Sponsors: