“Informative and down to earth – I came away with new ideas and practical techniques to use in my own estate and charitable planning.”
-Emil Knopf |
“Individual accomplishments do not happen by themselves; they happen with support, commitment, generosity of spirit and a strong desire to give of oneself.”
-Roselyne “Cissie” Chroman Swig |
This year marked the 13th Annual Jewish Community Endowment Fund’s Tax and Estate Planning Seminar, held at the Four Seasons Hotel, San Francisco. A record number of guests attended a dynamic presentation from Daniel H. Markstein, III. More than 160 professional advisors participated in the morning session, and enjoyed the presentation and the lively question and answer session that followed.
During the Endowment Community Luncheon, Roselyne “Cissie” Chroman Swig was recognized for her long-standing leadership and commitment to the Jewish community with a presentation of the published oral history of her JCF presidency. Mrs. Swig’s acceptance speech energized those in attendance and received a standing ovation.
Over 230 community members heard Dr. Susan Desmond-Hellmann give a thought-provoking and timely talk on healthcare innovation and reform. More than 130 philanthropists and advisors also took the opportunity to learn from a well-respected expert panel on current estate and charitable planning issues.
Our special thanks to all of the panelists: Jill S. Dodd, Manatt, Phelps & Phillips, LLP, Ellen Kahn, Sideman & Bancroft LLP, Philip B. Feldman, Coblentz, Patch, Duffy & Bass LLP, Daniel Markstein, III, Maynard, Cooper & Gale P.C. and Paul H. Roskoph, Roskoph Associates PC. Thank you to all the participants who made the seminar a success.
We look forward to seeing you next year.
Innovative Solutions in Tax and Estate Planning
Nationally known authority on tax, estate and business planning
Daniel H. Markstein, III
ADVANCED ESTATE PLANNING STRATEGIES IN A CHANGING ENVIRONMENT:
LATEST AND GREATEST BUSINESS SUCCESSION,
WEALTH TRANSFER AND CHARITABLE PLANNING TECHNIQUES
Tuesday, October 27, 2009
Four Seasons Hotel, 757 Market Street, San Francisco
“The Jewish Community Endowment Fund's Annual Tax Seminar never disappoints. I look forward to it every year. It is one of the premier tax seminars in the Bay Area, attracting hundreds of practitioners and top lecturers on the key issues we tackle in our practices.” - Ellen Kahn, Sideman & Bancroft LLP
Approved for State Bar of California MCLE credit *
MORNING SESSION:
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Featured Speaker:
Daniel H. Markstein, III
Listed in “Best Lawyers in America in tax, trusts and estates, and corporate law.”
Advanced Estate Planning Strategies in a Changing Environment: Latest and Greatest Business Succession, Wealth Transfer and Charitable Planning Techniques
As a resident in the Birmingham office of Maynard, Cooper & Gale P.C., Mr. Markstein has concentrated his practice in the representation of closely-held business enterprises, conceiving and implementing business, succession, and tax plans, and the representation of various enterprises including publicly-held corporations in state and federal tax controversies. Mr. Markstein is a regent, member of the executive committee and past president of the American College of Trust and Estate Counsel, a Fellow of the American College of Tax Counsel, a Trustee of the American Institute on Federal Taxation, and a member of various committees of the American Bar Association Sections of Taxation and Real Property, Probate and Trust Law. He has authored articles for multiple publications on tax law, business succession, and estate and charitable planning techniques. Mr. Markstein also lectures frequently at legal education seminars throughout the nation, including the American Bar Association-American Law Institute estate planning programs, University of Miami Heckerling Estate Planning Institute, and Southern Federal Tax Institute.
Mr. Markstein received his A.B. degree from Washington & Lee University, LL.B. from the University of Alabama Law School and LL.M. from Harvard Law School. |
COMMUNITY LUNCHEON PROGRAM:
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Keynote Speaker:
Dr. Susan Desmond-Hellmann
Fortune magazine’s “Top 50 Most Powerful Women in Business.”
From the Bench to the Bedside:
Clinical Innovation in an Era of Health Care Reform
Dr. Desmond-Hellmann is the new Chancellor of the University of California, San Francisco. Board-certified in internal medicine and medical oncology, she holds a master’s degree in public health from the University of California, Berkeley. Dr. Desmond-Hellman previously served as president of product development at Genentech where she was responsible for research and development of therapeutic drugs targeting cancer and other diseases, as well as for business development. Prior to joining Genentech, she worked in clinical cancer research at Bristol-Meyers Squibb, a private medical practice, and co-led AIDS and cancer research projects in Uganda. Named to the Biotech Hall of Fame in 2007, Dr. Desmond-Hellman is currently a member of the Federal Reserve Bank of San Francisco’s Economic Advisory Council.
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Honoree:
Roselyne Chroman Swig
Businesswoman, advisor, activist, and philanthropist serving in the arts, business, academic, political and social welfare communities.
Mrs. Swig, former Jewish Community Federation President, will be recognized for her long-standing leadership and commitment to the Jewish community with the presentation of her published oral history prepared by UC Berkeley’s Regional Oral History Office. She also serves as Chair of the Board of Trustees for the Contemporary Jewish Museum, national vice president for the American Israel Public Affairs Committee, member of the American Joint Jewish Distribution committee, and member of the Board of Trustees for San Francisco Museum of Modern Art, Berkeley Art Museum and Mills College lifetime trustee. Mrs. Swig continues to serve as a member of the Board of Directors of the Swig Company. As a champion of the arts and intercultural exchange, she has received the JCF Judith Chapman Memorial Women’s Leadership Award and the National Foundation for Jewish Culture Patron of the Arts Award in 2003. |
AFTERNOON SESSION:
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Panel Discussion
Issues and answers about estate planning and preserving your legacy in today’s complex environment.
- Daniel H. Markstein, III, Maynard, Cooper & Gale P.C.
- Jill S. Dodd, Manatt, Phelps & Phillips, LLP
- Philip B. Feldman, Coblentz, Patch, Duffy & Bass LLP
- Ellen Kahn, Sideman & Bancroft LLP
- Paul H. Roskoph, Roskoph Associates PC
Ask The Experts: The Latest Techniques For Estate Planning and Business Succession in These Challenging Times.
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CONTACT US
For more information, please contact henry at 415.512.6272 or HenryH@sfjcf.org.
* The Jewish Community Federation is a State Bar of California approved MCLE provider. MCLE Credit by the State Bar of California pending 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 pending for Certified Public Accountants and Public Accountants 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 pending for Certified Financial Planners. CE Credit for 3 hours pending for CLU Life Agent Insurance professionals.
SPONSORS
We gratefully acknowledge the generous corporate sponsors for their support of the 2009 Tax and Estate Planning Seminar.
Morning Session Sponsor
Primary Sponsor
- San Francisco Business Times
Major Sponsor
- Dodge & Cox
- U.S. Trust, Bank of America Private Wealth Management
Partner Sponsor
- Coblentz, Patch, Duffy & Bass LLP
- FMV Opinions, Inc.
- Osterweis Capital Management
- Sideman & Bancroft LLP
Associate Sponsor
- Atlantic Trust Private Wealth Management
- Bighorn Cellars
- Capital Guardian Trust Company - Personal Investment Management
- Deloitte & Touche
- Hanson, Bridgett, Marcus, Vlahos and Rudy
- Kestrel Investment Management Corp.
- Manatt, Phelps & Phillips, LLP
- Metropolitan Asset Advisors
- Northern Trust Bank
- Rothstein Kass & Company, LLP
- Sterling Bank & Trust and Seligman Family Foundation
Sponsor
- Anonymous
- Brad Elman, CLU, Northwestern Mutual Special Steps Program
- The Breus Group, LLC
- Cooley Godward Kronish LLP
- Credit Suisse
- Stanford Investment Group, Inc.
LEGAL & TAX PROFESSIONAL SUBCOMMITTEES
We gratefully recognize these estate planning and tax professionals who play a vital advisory role in shaping their clients’ financial and estate plans, including planned and charitable giving.
PAST TAX & ESTATE PLANNING SEMINARS
Information on past seminars is available at:
http://www.sfjcf.org/endowment/resources/taxseminar/seminartopics.asp
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