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The Center for Estate and Gift Planning

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Curt Portzel, J.D., M.T.S.

Curt

Executive Director
Phone: (310) 506-4003
Toll-free: (855) 659-5746
Fax: (310) 506-4859
Email: curt.portzel@pepperdine.edu

Curt's responsibilities include structuring charitable gifts to simultaneously benefit Pepperdine students and help Pepperdine alumni and friends incorporate charitable giving into their financial, tax and estate planning. Curt develops gifts to meet individualized goals and objectives.

In his capacity as Executive Director, Curt is also responsible for the day to day operations and management of the Center for Estate and Gift Planning. Curt is an alumnus of Pepperdine's Seaver College, earning a Bachelor of Arts degree in Political Science in 1992. Curt also attended Emory University in Atlanta, Georgia, completing a Juris Doctorate and Masters of Theological Studies in 1997.

Prior to joining the Center for Estate and Gift Planning in 2005, Curt was in private law practice with McGuireWoods, LLP, concentrating on complex commercial real estate transactions. Curt's real estate experience is an asset to the Center, particularly when developing complex real property gifts. Curt is admitted to practice law in California and Georgia. Curt has guest lectured at the Pepperdine School of Law and presented at the Western Regional Planned Giving Conference. He has published in various periodicals, including Planned Giving Today, Journal of Law and Religion, and Journal of Church and State.

Thomas F. Caldwell III, J.D., M.B.A.

Tom

Planned Giving Officer and Legal Counsel
Phone: (310) 506-7606
Toll-free: (855) 659-5746
Fax: (310) 506-4859
Email
: thomas.caldwell@pepperdine.edu

Thomas Caldwell joined CEGP in 2009 from private practice where he focused on complex commercial real estate transactions and financing, estate planning, and nonprofit law. Previously Thomas was Counsel for Guitar Center, Inc., where he negotiated real estate leases, contributed to an aggressive corporate acquisition strategy, and handled general corporate legal matters.

Thomas graduated from the University of Colorado, Boulder in 2001 with a Bachelor of Arts in Business Administration & Finance and a minor in International Business. His Juris Doctor degree was obtained from Pepperdine University School of Law in 2005. Additionally, Thomas graduated from the Pepperdine University Graziadio School of Business Management with a Masters of Business Administration. Thomas studied international business and finance in Denmark and Mexico, and participated in Pepperdine's London law program.

He is admitted to the State of Bar of California, the United States District Court for the Central District of California and is a licensed California real estate broker. Additionally, Thomas is very active with local nonprofits and ministries, sitting on the Board of Directors of Habitat for Humanity - San Fernando/ Santa Clarita Valleys and is a founder and board member of Impacting Hearts, a charitable organization that teaches foster children leadership skills through biblical principles.

Anissa Morse, J.D.

 

Anissa Morse 

Planned Giving Officer and Legal Counsel
Phone: (310) 506-4737
Toll-free: (855) 659-5746
Fax: (310) 506-4859
Email: anissa.morse@pepperdine.edu

Anissa Morse rejoined the Center for Estate and Gift Planning in 2013 after a five-year hiatus during which she practiced estate planning in Tennessee and worked as the Associate Director of Planned Giving at the University of Utah.

Anissa graduated from the Pepperdine University School of Law in 2001 and served as editor of the Dispute Resolution Law Journal.  She earned her Bachelor of Science degree in Communication (Magna Cum Laude) from the University of Utah in 1998.

Anissa is admitted to the State Bars of California, Tennessee and Utah.