General Meetings

The Los Angeles Council of Charitable Gift Planners holds five General Meetings each year. Our General Meetings are similar to attending a one-day conference on gift planning. Attendees benefit from hearing three different presentations with the early morning presentation geared towards the attendees’ choice of either beginner or advanced level. Come learn the latest concepts and techniques to help your donors or clients make planned gifts that meet their financial and philanthropic goals.

 

Thursday, November 16, 2017

ADVANCED CASE STUDY

Presenter: Monica Goel, Partner, TLD Law

Session Title: Ethical Considerations in Trusts & Estates

Session Description:  Learn about ethical considerations in trusts and estates, including determine who the client in, preserving attorney client privileges, and recognizing conflicts of interest.

Monica Goel, a member of the firm since 1999 and partner since 2010, has been rated “superb” by AVVO.  With over sixteen years of legal experience, Ms. Goel advises clients on a full range of estate, trust, probate, and conservatorship matters. Her practice focuses on estate planning, trust administration, probate administration, elder law, conservatorships, trust and probate litigation.
Ms. Goel was recently named in the 2016 Top Women in Southern California and in the July 2015 and July 2016 issue of Super Lawyers magazine as a Rising Star in Southern California in the area of Estate Planning & Probate.  She was nominated by Cal CPA as one of the 2015 “Women to Watch” in the Emerging Leaders category.
Ms. Goel is a published author in the Daily Journal and OC Lawyer Magazine. She is a frequent lecturer on trust administration, probate administration, court accountings, liability for fiduciaries, and legal ethics in estate administration.
On August 1, 2014, the California Board of Legal Specialization certified partner Monica Goel as a legal specialist in Estate Planning, Trust, and Probate Law. She joins an elite group of attorneys that have taken the legal specialization exam and earned this coveted designation. The legal specialization exam is offered every two years in specific practice areas. Attorneys must pass and submit an application to become board certified.
Ms. Goel is a member of the PVP panel for the LA Superior Court and is routinely appointed by the court to represent incapacitated persons and advise the court regarding appointment of conservators.
She was previously an adjunct professor at Cerritos College in the Certified Paralegal Program and is currently on the Trustee Advisory Committee therein. She has joined the faculty at UCI Extension in the summer of 2014 and is teaching a summer class in Estate Planning.
Ms. Goel is the Group Leader for the Cal CPA Society, Southeast Discussion Group. She is also an active member of Provisors and Soroptimist International and served as the Downey chapter’s president for 2007-2008.
Monica Goel was admitted to the bar in December, 2000. Education: University of California at Los Angeles (UCLA) (B.A., 1997); University of Southern California (USC) Law School (J.D. 2000). Monica was the 1998/1999 Trope and Trope Family Law Fellow and did an Externship in the Chambers of Judge Kim McLane Wardlaw, 9th Circuit Court of Appeals in 1999.



Note: The Advanced Case Study is recommended for those with at least three years of experience in gift planning.

MINI-ROUND TABLE

THE MINI ROUND TABLE provides an opportunity to brainstorm, network and learn together with PPP-LA mentors and peers who seek a deeper understanding of the field. Bring a question and together we will generate an array of helpful answers.

MORNING PRESENTATION

Presenter: Monica Goel, Partner, TLD Law

Session Title: Fiduciary Liability & Responsibility

Session Description:  Learn about how what constitutes fiduciary duties and how to avoid liability. Serving as a Trustee or Conservator can be a thankless job. Learn to avoid common pitfalls and protect yourself from liability in an ever growing world of fiduciary responsibility.

AFTERNOON PRESENTATION

Presenters: Nathan Stelter

Session Title: TBA

Nathan Stelter is vice president of business development and marketing for The Stelter Company, a leading source for gift planning marketing for the nonprofit community. The Stelter Company, which was founded in 1962, currently serves more than 1,500 organizations nationally with a staff of over 100 individuals.

Nathan’s responsibilities include product development, strategic partnerships, marketing consultation, client services and corporate marketing. His primary concentration is on overseeing Stelter's consulting and marketing teams and using his expertise and experience to strategize with all Stelter's regional consultants and key accounts to develop distinct marketing solutions that meet each nonprofit's unique planned giving needs.

Nathan’s expertise places him in high demand as a lecturer at national and regional industry meetings on gift planning marketing trends, relationship building skills, and cutting-edge donor and fundraising research. He has been quoted in Planned Giving Today and other trade publications and is a past board member of the National Capital Gift Planning Council (Washington, DC) and current member of the Mid-Iowa Planned Giving Council.

Nathan is a graduate of the University of Iowa with a B.B.A. degree in marketing. When not at his Stelter desk, Nathan enjoys spending time with his growing family, CrossFit, playing soccer, bicycling and being a loyal Iowa Hawkeye fan. He and his wife, Nora, have relocated to Des Moines, Iowa, after spending eight years in Alexandria, Va. They are the proud parents of three children, Ben, Brody and Brynn.

 

SPONSOR







 
 
 
Format Location

8:00 a.m.
8:30 a.m.
10:00 a.m.
11:15 a.m.
11:45 a.m.
12:15 p.m.
1:15 p.m.

 

Registration
Advanced Case Study/Mini-Round Table
Morning Session
Coffee and Networking
Lunch
Afternoon Session
Adjournment

Hilton Los Angeles/Universal City
555 Universal Hollywood Drive
Universal City, CA 91608
818-506-2500

REMINDER: LACGP offers validated SELF parking only.  If you choose to use the hotel valet you will be charged the difference in price and will be asked to pay the valet directly.

Directions:  Click here

Cost

$75.00

 

Members with advance registration

$99.00

 

Nonmembers with advance registration

$105.00

 

Walk-in Registration

 
Continuing Education

The Los Angeles Council of Charitable Gift Planners is approved as a continuing education provider of MCLE credit by the State Bar of California; CPE continuing education credits for CPAs; CSPG continuing education credits for Planned Giving; CFRE continuing education credits for Fund Raising Executives. An application for continuing education credits for CFP® is submitted when the course content is within the CFP® Board guidelines. 

Cancellation Policy

Please note: Cancellations will be accepted until 48 hours prior to the event.  A $25 administrative fee will be imposed.  Cancellations received after the 48 hour deadline are non-refundable.

Speaker/Sponsor Opportunities

Qualified presenters are asked to contact Michael Andrulis at AndrulisM@NJHealth.org to discuss their presentation material. 

To discuss General Meeting sponsorship opportunities, please contact Kimberley Valentine, LACGP President at kvalentine@laphil.org.

General Membership Meeting Sponsorship Opportunities:

The Los Angeles Council of Charitable Gift Planners has five membership meetings scheduled in 2017 (January, March, April, September & November).  The cost of sponsorship is $1,500 and a sponsor receives the following benefits:

  1. Recognized as a meeting sponsor on banner prominently displayed at all five meetings
  2. Recognized on podium sign at the sponsored meeting
  3. Recognized by name, logo and description of services in bulletin for sponsored meeting
  4. Recognition on PPP-LA web site page corresponding with sponsored meeting
  5. Opportunity to introduce both speakers at the sponsored meeting
  6. Opportunity to display materials at exhibit table at the sponsored meeting
  7. Free meeting registration for one sponsor representative at sponsored meeting
 
Past Programs Offered

To view a listing of the programs offered over the past years at the LACGP General Membership Meetings, please click here.