ESTATE PLANNING AND TRUST COUNCIL OF LONG BEACH

Every day, estate planning professionals help clients make important decisions about their assets, families, and legacy. Charitable planning is one of many strategies that can help clients achieve their financial, tax, and legacy goals, yet it is often not discussed simply because the opportunity isn't identified. Understanding when charitable planning may add value allows professionals to broaden planning conversations, uncover additional solutions, and better serve their clients.

Join us for an interactive panel discussion featuring an estate planning attorney, financial advisor, and nonprofit planned giving professional as they demonstrate how a collaborative approach can enhance the client experience. Through a practical client scenario, the panel will illustrate how to recognize opportunities for charitable planning, introduce the conversation in a client-centered way, evaluate planning options, and collaborate effectively to help clients achieve their personal, financial, and philanthropic goals.

Attendees will leave with practical ideas they can immediately apply in their practice, including how to recognize planning opportunities, ask thoughtful questions that uncover a client's values and goals, understand when to engage a nonprofit planned giving professional, and work collaboratively with fellow advisors to create comprehensive planning solutions.

This session will provide practical tools and real-world insights that you can immediately apply to strengthen client relationships, uncover new planning opportunities, and deliver greater value through a collaborative approach to estate planning.