Retirement Planning with Charitable Remainder Unitrusts and Deferred Charitable Gift Annuities

Date: Tuesday, October 11, 2022
Time: 5:30pm - 7:30pm
Location: The Vue Grille & Bar 44500 Indian Wells Ln, Indian Wells
Speaker: Jane Peebles, Karlin & Peebles, LLP

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Jane Peebles has a diverse practice representing domestic and multinational high-net-worth individuals and their families with respect to all aspects of gift, estate and generation-skipping wealth transfer tax planning, trust and estate administration, and charitable planning. She establishes and represents private foundations, public charities and other types of tax-exempt organizations and is known internationally for her expertise in cross-boarder philanthropy.

Jane writes and speaks on a variety of sophisticated domestic and international estate and charitable planning issues and has been featured at the Philip E. Heckerling Institute on Estate Planning, University of Southern California Tax Institute and several other leading professional conferences.

Jane is admintted to practice in California, and certified by the California State Bar Association as a specialist in Estate Planning, Probate and Trust Law. She is also a nationally recognized lecturer and author on a variety of domestic and international estate and charitable planning matters. Ranked one of the "Best Lawyers in America" in the specialty of Trusts and Estates for every year since 2007, Jane has dedicated her practice to estate planning, international tax planning and charitable planning. After working in Denver in her early career, Jane joined the Los Angeles office of Morgan, Lewis & Bockius LLP, a leading U.S. and international law firm, where she worked in the personal law section on domestic and international estate planning matters. In 1992, she moved to Freeman, Freeman & Smiley, becoming a partner there in 1996. Immediately before founding Karlin & Peebles, LLP, she was a partner in the Los Angeles office of Bingham McCutchen (now Morgan, Lewis & Bockius, LLP).

Jane graduated from New York University School of Law, J.D. (1984). She did her undergraduate and graduate work at the City College of New York where she received her B.A. in English (1974) and double M.A. in English and Pedagogy (1977).

(Must Register by Oct. 9th!)

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