Join us on October 23, 2024 for an exclusive webinar hosted by UI Charitable Advisors and Cabrillo Advisors. This highly anticipated session will introduce the importance of properly valuing estates and how philanthropic vehicles such as Donor-Advised Funds can be incorporated into estate planning.
Webinar Details:
Topic: Preparing for Estate Tax Exemption Sunset in 2025: Managing Valuations
Date: Thursday, October 23, 2024
Time: 11:30 am PT/12:30pm MT/1:30pm CT/ 2:30 pm ET
This webinar is perfect for financial advisors and anyone looking to deepen their understanding of how to incorporate philanthropy into their T&E advisory business.
Meet the Speakers:
Dean Colvin
President, Valuation and Advisory Services, Cabrillo Advisors
Dean Colvin has over 25 years of valuation and transaction advisory service experience with both public and private companies, on matters relating to estate and gift tax, corporate tax planning, financial reporting, strategic planning, mergers and acquisitions, fairness
opinions, restructuring, solvency opinions, portfolio valuation, employee stock ownership plans, and litigation
Gordon Lin
Senior Director, Valuation and Advisory Services, Cabrillo Advisors
Gordon Lin is a Senior Director in Cabrillo Advisors. Gordon specializes in valuation and advisory services, including estate and gift tax, corporate tax planning, financial reporting, strategic planning, fairness opinions, portfolio valuation, employee stock options and ownership plans.
Daniel Blake
CEO, UI Charitable Advisors
Daniel Blake is a seasoned leader in the philanthropic advisory space. As CEO of UI Charitable Advisors, Daniel’s mission is to help clients and financial advisors use charitable tools, like Donor-Advised Funds, to align wealth with purpose.
