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Save the Date
Tuesday, October 27, 2009 Attendees of the 13th annual JCEF Tax & Estate Planning Seminar will once again hear from a nationally known authority on tax, estate and business planning during a Morning Session for professional advisors and an Afternoon Session for donors, special friends and advisors. In between, there will be a special Community Luncheon for all attendees. Agenda7:45 a.m.: REGISTRATION 8:30 a.m. – 11:45 a.m.: MORNING SESSION (PROFESSIONAL ADVISORS) Mr. Markstein is a Fellow and Past President of the American College of Trust and Estate Counsel, a Fellow of the American College of Tax Counsel, a Trustee of the American Institute on Federal Taxation, and a Past President of the Estate Planning Council of Birmingham. He has authored articles for various publications on tax, business succession, estate and charitable planning techniques. Mr. Markstein has lectured frequently at legal education seminars throughout the nation, including the American Bar Association-American Law Institute estate planning programs, University of Miami Heckerling Estate Planning Institute, and Southern Federal Tax Institute. He is listed in the Best Lawyers in America in tax law, trusts and estates, and corporate law. Mr. Markstein received his A.B. degree from Washington & Lee University, LL.B. from the University of Alabama Law School and LL.M. from Harvard Law School. 12:15 p.m. – 1:45 p.m.: COMMUNITY LUNCHEON PROGRAM
2:00 p.m. – 3:30 p.m.: AFTERNOON SESSION (DONORS, SPECIAL GUESTS AND ADVISORS) Invitations containing registration information will be sent in August. Further details and a link to online registration will also be available on this website beginning August 3rd.
Contact usFor more information, please contact Rita Choit Adler, Associate Director, 415.512.6287 or email ritaa@sfjcf.org. The Jewish Community Federation is a State Bar of California approved MCLE provider. MCLE Credit by the State Bar of California pending for 3 hours by the California Board of Legal Specialization of the State Bar of California for attorneys certified in Estate Planning, Trust and Probate Law, and in Taxation. Continuing Professional Education (CPE) for 3 credits pending for Certified Public Accountants and Public Accountants in accordance with State Board of Accountancy Rules 88 and 89, and for Enrolled Agents in accordance with CFR 10.6(g). CE Credit for 3 hours pending for Certified Financial Planners. CE Credit for 3 hours pending for CLU Life Agent Insurance professionals. Past Tax & Estate Planning SeminarsInformation on past seminars is available at: |
This year’s featured speaker, Daniel H. Markstein, III of Maynard, Cooper & Gale P.C. in Birmingham, AL, will present on Advanced Estate Planning Strategies in a Changing Environment: Latest and Greatest Business Succession, Wealth Transfer and Charitable Planning Techniques. 
Speaker: Dr. Susan Desmond-Hellmann, is a physician, pioneering cancer researcher and biotechnology industry executive who has been named chancellor designate of the University of California, San Francisco. Dr. Desmond-Hellmann is board-certified in internal medicine and medical oncology and holds a master’s degree in public health from the University of California, Berkeley. She served as president of product development at Genentech where she was responsible for research and development, including having overseen successful trials for therapeutic drugs targeting cancer and other diseases, as well as for business development. Dr. Desmond-Hellmann is currently a member of the Federal Reserve Bank of San Francisco’s Economic Advisory Council. She was named to the Biotech Hall of Fame in 2007 and has been named multiple times to Fortune magazine’s “Top 50 Most Powerful Women in Business” list.
Honoree: Roselyne C. Swig, former Jewish Community Federation President, will be honored during the luncheon program for her long-standing leadership and community philanthropy with the presentation of a bound copy of her oral history prepared by UC Berkeley’s Regional Oral History Office. 
