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 with Gordon Rees Scully Mansukhani, LLP, an AmLaw 200 firm with over 800 attorneys and 47 offices throughout the United States. Ms. Schaner is certified as a Taxation Law Specialist by the State Bar of California Board of Legal Specialization. Her credentials also include an LL.M. (Taxation), JD and CPA (California). Her practice focuses on taxation, charitable giving, representation of nonprofit tax-exempt organizations, and trusts & estates.

Ms. Schaner has been appointed to numerous leadership positions in her profession and is an adjunct faculty member at The Dale E. Fowler School of Law 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 the invitation and all print and electronic advertising
  • Signage at reception
  • Welcoming address by firm’s representative
  • 10 complimentary seats with reserved VIP seating

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

Gold Level Sponsors:

Logo for Union Bank, one of the sponsors of the YMCA's 11th Annual Seminar for Professional Advisors

Silver Level Sponsors:

Logo for Wells FargoLogo for DLA Piper law firm
Logo for Higgs Fletcher & Mack LLPLogo for Withers Bergman LLP

Bronze Level Sponsors:

Logo for Morgan StanleyLogo for Northern Trust, one of the sponsors of the YMCA's 11th Annual Seminar for Professional Advisors
Logo for Preovolos, Lewin and Hezlep, ALCLogo for Blankinship and Foster, Family Wealth Advisors
Logo for Henderson Caverly & Pum LLPLogo for Green and Green, LLP
Logo for First American TrustLogo for Lindsay & Brownell, LLP. Certified Public Accountants
Logo for San Diego Business Journal 


Personal Information

Event Sponsorship

Event Sponsor Level

Event Registration

Seminar Ticket(s)

QTY:$125 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.