39000 Bob Hope Drive
Rancho Mirage
CA
January 19, 2023 – How Much is Enough?
Many parents with midsized and larger estates would like to benefit children with an inheritance. We do not give inheritance to children to make them worse persons, but in the hope that they will become better persons. Quite often, parents who have midsized to large estates can transfer a substantial inheritance. But the parents ask the question, “How much is enough?”
Presented by Charles Schultz, JD, AEP
Charles Schultz is a California attorney who specializes in charitable giving and estate planning. He is President of Crescendo Interactive, Inc. and is the principal creator of the GiftLegacy Pro Marketing System. In addition, he is Editor for the GiftLaw Pro charitable tax service and the weekly GiftLegacy and GiftLaw eNewsletters. Charles writes, speaks and publishes extensively. He teaches over 30 planned giving seminars/webinars per year and is President of GiftCollege.com, an Internet education program for gift planners and professional advisors. He also serves as Executive Director of GiftAttorney.com, an association of attorneys with charitable receptivity. His law degree is from the University of Michigan. He is an Accredited Estate Planner (AEP®) and member of the National Association of Estate Planners & Councils’ Estate Planning Hall of Fame®. He is a member of the Gift Planning Hall of Fame and the Leadership Institute of the National Association of Charitable Gift Planners. Charles is on the Board of Directors for the Christian Foundation of America.
Sponsored by:
CFRE approved: Full participation in “How Much is Enough?” is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.
MCLE credit is available and may be provided by Desert Bar Association.
You can find an Eisenhower campus map here. The Annenberg Health Sciences building is the large round building (#11 on the attached map.) The most direct route is off Country Club Drive, turning north on John L. Sinn Road (between Bob Hope Drive and Monterey Avenue.)