Wednesday, November 1, 2006

Morning Advisors’ Program

Gazing into the Crystal Ball:

• Emerging Issues and Trends for Tax & Estate Planners
• Discussion of Recent Tax Developments
• The Fate of Estate & GST Taxes and Chapter 14
• Effective Tax Saving Techniques for Real Clients

Howard M. Zaritsky is one of the country’s preeminent authors of highly useful and insightful legal publications on tax and estate planning, including: Generation-Skipping Transfer Taxes: Analysis and Forms; Structuring Estate Freezes After Chapter 14; Tax Planning for Family Wealth Transfers; and, Waiting Out EGTRRA’s Sunset Period: Practical Planning While Congress Debates Estate Tax Repeal. He is vice president of Pitcairn Financial Group in Virginia with responsibility for designing estate planning strategies for select clients of a regional trust company.

Mr. Zaritsky is a lecturer at most major tax and estate planning institutes, including the NYU Tax Institute and the University of Miami’s Heckerling Estate Planning Institute, where he is a member of its advisory committee. He is the tax editor for Probate Practice Reporter, a Fellow in the American College of Trust and Estate Counsel and the American College of Tax Counsel, and is a former adjunct professor of law at Georgetown University Law Center. A member of the Virginia and Florida bars, Mr. Zaritsky earned his L.L.M. in taxation from Georgetown University and his J.D. from Stetson School of Law.

Nelson W. Polsby

Nelson W. Polsby is Professor of Political Science at the University of California, Berkeley where he has taught American politics and government since 1967. He was educated at Johns Hopkins (B.A.), Brown and Yale (M.A., Ph.D.) and has taught at Wisconsin and Wesleyan as well as at Harvard, Columbia, Yale, the London School of Economics, Oxford and Stanford on a visiting basis. He is currently a Vice President of the Political Studies Association of the United Kingdom and is a member of the Academic Advisory Board of the American Enterprise Institute of Washington, D.C.

Professor Polsby is editor of the Annual Review of Political Science, political science editor of The International Encyclopedia of the Social and Behavioral Sciences, a former managing editor of the American Political Science Review and currently serves on the editorial boards of five scholarly journals. His books include How Congress Evolves (2004), Presidential Elections (with Aaron Wildavsky, 11th ed., 2004), Congress and the Presidency (4th ed., 1986), and Political Innovation in America (1984), among other works.

Special Luncheon Program

John S. Osterweis of Osterweis Capital Management will receive the JCEF Professional Advisor of the Year Award at the luncheon program.

After serving as a senior analyst for several regional brokerage firms and director of research for two firms, John Osterweis launched Osterweis Capital Management in 1983 to devote full time to portfolio management activities. An independently owned firm, Osterweis Capital Management currently manages approximately $3 billion in various products. As a valued advisor and community leader, Mr. Osterweis serves many roles in both public and private organizations, including as chairman of the Investment Committee for the Jewish Community Endowment Fund of the Jewish Community Federation, director of the San Francisco Free Clinic, trustee of Bowdoin College, and director emeritus of Summer Search Foundation. A Bachelor of Arts graduate from Bowdoin College (Philosophy, cum laude), John Osterweis received his M.B.A. in 1969 from the Stanford Graduate School of Business with top honors in Finance.

If you have any questions about the upcoming 2006 annual Tax & Estate Planning Seminar, contact Stephen Steiner at 415.512.6287 or stephens@sfjcf.org.