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

Portrait photograph of Samuel A. DonaldsonBefore 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

Brian P. Tsu profile photographMr. 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]g.


Thank You to Our Sponsors

Silver Level Sponsors:

Logo for Preovolos Lewin ALCLogo for DLA Piper law firm
Logo for Procopio

 
Bronze Level Sponsors:

Logo for Lindsay & Brownell, LLP. Certified Public AccountantsLogo for Blankinship and Foster, Family Wealth Advisors
Logo for Green and Green, LLP 

 

Event Registration

Personal Information

Event Sponsorship

Event Sponsor Level

Event Registration

Seminar Ticket(s)

QTY:$180 per Person

Professional Designation(s) Identification

If Applicable

Provide the following to receive continuing education credits:

Some continuing education programs require social security information - please provide only the last four digits of your social security number.