Hot Topics in Charitable Planning

Upcoming seminar:

• 12th Annual Hot Topics Seminar: Charitable and Non-Charitable Planning After OBBBA — A Seminar for Those Who Advise Private Clients, Business Owners, and Nonprofits
  🗓️ Thursday, April 30, 2026
  🕓 Registration: 4 p.m. | Seminar: 4:30-6 p.m. | Networking Reception: 6 p.m.
  📍 Temescal Beach House (in-person)
       6500 Broadway, Oakland, CA 94618
  🎓 Continuing education credit will be provided to attorneys and accountants. This program qualifies for 1.5 hours of General MCLE credit. Farella Braun & Martel LLP certifies that this program conforms to the State Bar of California’s MCLE rules. 1.5 hours of CE credit will also be provided to accountants.

The panelists will:

• Review key changes to federal law for those who make and receive charitable gifts, and discuss related planning implications
• Unpack estate planning options for clients, large and small, in light of the increased $15 million exemption amount
• Analyze recent cases regarding substantiation requirements and donor standing, and assess their impact on our clients

Panelists:

• 
  Bryan Kirk — Development Legal Counsel & Sr. Philanthropic Advisor, Stanford University
• 
  Cynthia R. Rowland — Partner, Farella Braun + Martel LLP, San Francisco
• 
  Mark T. Weaver — Partner, Farella Braun + Martel LLP, San Francisco

This is a complimentary seminar hosted by the Regional Parks Foundation’s Planned Giving Sub-Committee and Farella Braun + Martel LLP.

Register below!