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Pepperdine University

CEGP Educational Series

Pepperdine University

Join Pepperdine's tax attorneys from the Center for Estate and Gift Planning for this free, four-part educational series. Each webinar will cover a creative and insightful way to maximize your tax savings and income generation through your philanthropic planning. All sessions will feature special guest speakers and include plenty of time for questions and answers.

Questions for all webinars in this series can be pre-submitted to our webinar panelists via email to cegp@pepperdine.edu. The CEGP attorneys will answer as many questions as time permits, so come prepared with your questions.

Session Information

Session 1: August 27 | 9 AM PDT

The Charitable Reverse Mortgage Alternative with special guest Sara Young Jackson ('74)

Learn how you may be able to use your home to create a stream of fixed income without selling, leasing, or moving. This charitable strategy, often called a "charitable reverse mortgage" or a "charitable gift annuity for home," has helped numerous Pepperdine friends stay in their home, supplement their retirement income, and leave a lasting legacy at Pepperdine.

Sara Young Jackson - Pepperdine University

 


 

Session 2: September 10 | 11 AM PDT

Real Estate Exit Strategies with special guest S. Keith Hinkle (JD '97)

Join Pepperdine alumni, parents and friends for this free webinar that will explore tax-savvy charitable exit strategies for real estate, including charitable remainder unitrusts and bargain sales.

S. Keith Hinkle - Pepperdine University

 


 

Session 3: September 24 | 9 AM PDT

Advantages of Donor Advised Funds

This session will address the question, "What is a Donor Advised Fund (DAF)?" and explore why DAFs are skyrocketing in popularity. The center's attorneys will compare DAFs to private foundations and discuss why DAFs are tax-favored vehicles for future charitable giving.

 

 


 

Session 4: October 15 | 9 AM PDT

The ABCs of Estate Planning with special guest President Jim Gash (JD '93)

Join us for the final webinar of our Center for Estate and Gift Planning educational series, where Pepperdine's team of attorneys will discuss the essential components of an effective estate plan and some advanced strategies to maximize your loved ones' peace of mind and minimize any estate taxes.

Jim Gash - Pepperdine University