To order copies of materials or audiotapes from previous seminars, or if you have any questions about the 2004, contact Diane Maglieri at dianem@sfjcf.org.

Below is the original information for the 2004 Tax & Estate Planning Seminar.

Thursday, November 4, 2004

Morning program

Carlyn McCaffrey
Weil, Gotshal & Manges LLP
Speaking on the following topics:
Advanced Estate Planning Techniques: Keeping Pace with Recent Developments.

Special luncheon speaker

Larry Diamond
Hoover Institution
An Insider’s Post-Election View of the Next Administration’s Quest for Peace and Democracy in the Middle East

About Carlyn McCaffrey
Ms. McCaffrey is partner and co-head of the Trusts and Estates Department of the New York law firm of Weil, Gotshal & Manges LLP. She is considered to be one of the country’s leading authorities in the area of planning techniques for sophisticated estates. Ms. McCaffrey is an adjunct professor of law at New York University’s School of Law and immediate past president of the American College of Trust & Estate Counsel (ACTEC).

About Larry Diamond
Recently returned from Baghdad as a senior advisor to the Coalition Provisional Authority, Larry Diamond is a world-renowned specialist on the development of democratic societies. Frequently quoted in national journals, newsmagazines, and newswires, he will shed new light on this important topic two days after the Presidential election.

The Jewish Community Endowment Fund gratefully acknowledges the generous corporate sponsors of its 2004 Annual Tax and Estate Planning Seminar.

PRIMARY SPONSORS
Capital Guardian Trust Company-Personal Investment Management
Dodge & Cox
Litman/Gregory Asset Management, LLC
San Francisco Business Times
Wilshire Private Markets Group

MAJOR SPONSORS
Bank of America Trust Group
Bernstein Investment Research & Management
Bessemer Trust Company
City National Bank-Wealth Management/Private Client Services
Cramer Rosenthal McGlynn, LLC
First Republic Bank
Mid-Peninsula Bank
Ramius Capital Group, LLC
RCM
U.S. Trust Company, N.A.

ASSOCIATE SPONSORS
FMV Opinions, Inc.
Ivy Asset Management Corporation
Kestrel Investment Management Corporation
Mellon Private Asset Management
The Tuckerman Group
Ellice Papp at UBS Financial Services, Inc.