To order copies of materials or audiotapes from previous seminars, or if you have any questions about the 2003, contact Diane Maglieri at dianem@sfjcf.org.

Below is the original information for the 2003 Tax & Estate Planning Seminar.

Speaker

S. Stacy Eastland
Esq., Goldman Sachs & Company
Speaking on the following topic:
My Best Estate Planning Ideas for the Coming Year ... That I Am Willing to Talk About

At last year's survey of advanced practices, Stacy Eastland brought to bear his substantial experience and knowledge for developing strategic wealth management plans for private high-net-worth clients and their advisors. Combining a variety of income tax, estate planning, charitable planning and gifting techniques, Stacy engaged the audience in his best ideas for the coming year.

• Partnership fix-it strategies
• Effective use of estate "freezes"
• Leveraging life insurance
• Post-mortem tax and entity planning
• Charitable planning
• Strategic use of options

About S. Stacy Eastland
Stacy joined Goldman Sachs & Company in October 2000 to expand the advisory team working with Private Wealth Management clients. Prior to joining Goldman Sachs, Stacy was a senior partner with the Houston law firm of Baker Botts, L.L.P. Stacy received his B.S. (with honors) from Washington and Lee and his J.D. (also with honors) from the University of Texas. He is a frequent speaker at the University of Miami School of Law's Heckerling Institute, ALI-ABA Advanced Estate Planning Techniques seminars, the Practicing Law Institute, and New York University's Institute on Estate Planning.

The Jewish Community Federation is a State Bar of California approved MCLE provider. MCLE Credit by the State Bar of California includes credit for 3 hours by the California Board of Legal Specialization of the State Bar of California for attorneys certified in Estate Planning, Trust and Probate Law, and in Taxation. Continuing Professional Education (CPE) for 3 credits for Certified Public Accountants and Public Accountants may also be available in accordance with State Board of Accountancy Rules 88 and 89, and for Enrolled Agents in accordance with CFR 10.6(g). CE credit for 3 hours for CLU Life Agent Insurance professionals has been approved by the State of California Department of Insurance. The seminar has been accepted by the CFP Board for 3 hours of CE credit.

Corporate Sponsors
The Jewish Community Endowment Fund gratefully acknowledges the generous corporate sponsors of its Seventh Annual Tax and Estate Planning Seminar.

PRIMARY SPONSORS
Dodge & Cox
Ellice Papp at UBS Financial Services
Fiduciary Trust International of California
Goldman Sachs & Company

MAJOR SPONSORS
Cramer Rosenthal McGlynn, LLC
Ivy Asset Management Corporation
Payden & Rygel
Ramius Capital Group
State Street Global Advisors
Wilshire Private Markets Group

ASSOCIATE SPONSORS
Bank of America Trust Group
Bessemer Trust
Champion Charities
Lorne Abramson/ELM Group at Smith Barney
The Mechanics Bank
The Tuckerman Group

PARTICIPANT SPONSORS
Fidelity National Title
P I M C O
Seton Smoke Capital Management
TIAA-CREF Tuition Financing, Inc.
Union Bank of California
U.S. Trust Company, N.A.