Retirement Planning with Charitable Tools

On Tuesday, May 2, 2020, Orange County Advisors in Philanthropy hosted our very first Speaker Series webinar. Originally planned to be in-person, we switched to online as a result of social distancing requirements. We are grateful to our speaker, Jane Peebles, for her flexibility in moving to the online format. 

Jane Peebles is a founding partner of the law firm of Karlin & Peebles, LLP. She is certified by the California State Bar Association as a specialist in Estate Planning, Probate and Trust Law and is a Fellow of the American College of Trust and Estate Counsel (ACTEC). Jane is also a nationally recognized lecturer and author on a variety of domestic and international estate and charitable planning matters. Elected a Southern California Super Lawyer every year since 2004, and a Best Lawyer in America in Trusts and Estates every year since 2007, Jane has dedicated her practice to U.S. and international estate and charitable planning and estate administration.

Many of your philanthropic clients do not need current income but are interested in strategies which will allow them to receive income in later years – often in retirement, when they no longer have income from compensation. Deferred charitable gift annuities, spigot charitable remainder trusts, and FLIP charitable remainder unitrusts in some ways resemble retirement plans – yet they are not subject to minimum distribution, mandatory coverage or other rules that often limit the usefulness and attractiveness of qualified retirement plans.  Jane’s presentation, Retirement Planning with Charitable Tools, talks about these options.  While a technical presentation, Jane is such a seasoned professional that she never bogs the viewer down with too many details. Instead, she presents clear information with just enough details that her audience can seek out additional information as needed. Moreover, she provides excellent notes and a copy of her presentation slides.