Endowment Estate Planning Webinars

Estate Planning through a Racial and Social Justice Lens

Estate Planning through a Racial and Social Justice Lens (1 CLE credit available)

Tuesday, September 22nd, 12:00-1:30

Register now at: https://us02web.zoom.us/webinar/register/WN_HF54ouvAT_ezZ50DtP3DYg 

Want to leave a legacy of justice?  Join us to hear about how to incorporate a race and social justice lens to your estate planning.

This webinar will invite people to consider how their economic benefits come with a greater call for responsibility, review recent tax policies that widen the racial wealth gap, and describe how social and racial justice  can be incorporated in estate planning. This event is hosted by the Endowment for Equal Justice, the only sustainable fund for legal aid in Washington state. 5 law and legal and .5 ethics CLE credits available. Activity ID: 1147677.

Our Speakers:

Lorraine del Prado, CSPG, FCEP

Lorraine del Prado is principal of del Prado Philanthropy and Vice President of Thompson & Associates.  She specializes in values-based estate planning consulting and philanthropic planning and is a frequent speaker on topics related to philanthropy and purposeful estate plans.  Lorraine has been in the field of charitable planning for more than 27 years and holds the designations of Certified Specialist in Planned Giving (CSPG) and Fellow in Charitable Estate Planning (FCEP).  She is President of Leave 10, Board Member of the Seattle Philanthropic Advisors Network and Past Chair of the Grant Leadership Team of the Washington Women’s Foundation.  She is also a member of the Purposeful Planning Institute, the Washington Planned Giving Council and the Estate Planning Council of Seattle.

Elena Pullen-Venema, CAP©

Elena Pullen-Venema has been with the Community Foundation of Snohomish County since 2013. As Director of Gift Planning, she works closely with individuals, families, and their accountants, attorneys and financial advisors to help build tax friendly charitable giving options that create meaningful legacies and grow philanthropy throughout Snohomish County. Elena is Co-Chair of the Advancing Leadership Committee for the Association of African American Financial Advisors. She is also former Board President for the Snohomish County Estate Planning Council. With more than 20 years of experience in the nonprofit sector, Elena also has her MBA in Finance. She received her Chartered Advisor in Philanthropy (CAP©) designation from the American College of Financial Services in September 2018.

If you have any questions for our speakers related to the webinar topic, please email your questions to jessican@legalfoundation.org. Recording available upon request.

 

Estate Planning 101

Tuesday, October 20th, 12:00-1:30

More information to come

Speakers

Teresa Byers, Ogden Murphy Wallace