YMCA of San Diego County: Corporate Office

Seminar for Professional Advisors

Estate and Business Planning

Early Bird price is $100 - after May 25, 2018 the price increases to $125. Continuing Education credits available for MCLE, CPA, CFP, CTFA and Insurance Professionals.

Featured Speakers

Samuel A. Donaldson

Before joining the Georgia State Law faculty in 2012, Samuel Donaldson, professor of law, served as a professor and associate dean at the University of Washington School of Law in Seattle for 13 years, where he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the law school’s Student Bar Association.

A member of the Bar in Washington, Oregon, and Arizona, he has written and co-written many books, including the Price on Contemporary Estate Planning treatise published by CCH and the forthcoming West casebook, Federal Income Tax: A Contemporary Approach. He is also an amateur crossword constructor, and his puzzles have been published in The New York Times, The Los Angeles Times, The Chronicle of Higher Education, and other outlets.

Carol P. Schaner

Carol P. Schaner is a partner in the Orange County office of Gordon Rees Scully Mansukhani, LLP. Ms. Schaner is a Certified Tax Specialist as well as a Certified Public Accountant. Her practice focuses on taxation, business planning, charitable giving, representation of nonprofit tax-exempt organizations, and estate planning.

She has been appointed to numerous leadership positions in her profession and has also served as an adjunct faculty member at Chapman University, Michigan State University, and The Heritage Institute. Ms. Schaner has an extensive record of published articles, journals, research letters, and regulatory advisories, as well as being a frequent speaker at many local and national legal, business, and community service organizations.

Logo for Farmer and the SeahorseLocated at Farmer & the Seahorse Restaurant

Farmer & the Seahorse is a new restaurant from celebrity chef Brian Malarkey, located at the Alexandria in Torrey Pines, with several unique meeting venues.

Directions to Farmer and the Seahorse


Timeline of Events

1:30 PM — Registration

2:00 to 5:30 PM — Seminar

5:30 to 7:00 PM — Hosted Reception


Sponsorship Levels

Gold Level Sponsors — $5,000

  • Preferred placement on invitation and all print and electronic advertising
  • Signage at reception
  • Welcoming address by firm’s representative
  • 10 complimentary seats with reserved VIP seating
  • Complimentary valet parking for all attendees

Silver Level Sponsors — $2,500

  • Corporate logo included in all print and electronic advertising
  • Signage at reception
  • 6 complimentary seats with reserved VIP seating

Bronze Level Sponsor — $1,000

  • Corporate logo included in all print and electronic advertising
  • Signage at reception
  • 2 complimentary seats

Sponsors’ logos with a link to their website will be added here, and remain active until June 6, 2018.
For additional information (including refund details), contact Julie Armitage at [email protected].

Thank You to Our Sponsors

Logo for Morgan Stanley, one of the sponsors of the YMCA's 11th Annual Seminar for Professional AdvisorsLogo for Northern Trust, one of the sponsors of the YMCA's 11th Annual Seminar for Professional Advisors
Logo for Union Bank, one of the sponsors of the YMCA's 11th Annual Seminar for Professional AdvisorsLogo for Wells Fargo
Logo for DLA Piper law firm 

 

Personal Information

Event Sponsorship

Event Sponsor Level:

Event Registration

Entry to Seminar:

QTY:$100 per Person

Professional Designation(s) Identification

If Applicable

Provide the following to receive continuing education credits:

Some continuing education programs require social security information - please provide only the last four digits of your social security number.