ESTATE PLANNING COUNCIL OF SAN DIEGO

Topic:

 Tax-Efficient Charitable Giving
Speakers: Amy Takeuchi Wanlass and Cris Lutz

Explore the power of "Tax-Efficient Charitable Giving for Entrepreneurs".  This dynamic presentation will help you guide entrepreneurial clients- whether founders of family businesses or owners and investors in large enterprises- towards impactful philanthropy.  Explore strategic approaches for outright giving and life income gifts, utilizing assets like cash, appreciated securities, business interests, and real estate.  Enhance your expertise to help clients amplify their legacy, minimize tax exposure, and preserve wealth for future generations. 

Amy Takeuchi Wanlass| Bank of Montreal
 

   Amy is a Wealth Advisor at Bank of Montreal.  She has over a decade of experience in delivering estate planning and tax advice, as well as financial planning services.  Amy works with individuals and families on complex wealth transfer strategies, estate and income tax planning, and charitable tax planning goals.  Prior to joining Bank of Montreal, Amy has worked with Northern Trust and Wells Fargo as a Senior Wealth Planner and Advisor.  Amy was also previously a practicing trust and estates attorney at nationally recognized law firms including Venable LLC, Mitchell Silberberg and Knupp LLP. 

Amy holds a J. D. from the UCLA School of Law, as well as a B.A. in history and theater from UC Davis.  Amy is a member of the California State Bar and has spoken at national and regional events and conferences.  She has also written numerous alerts, updates, and articles on various estate planning topics.   

Cris Lutz| Assistant Vice President of Gift Planning at The Huntington 
 

    Cris Lutz is the assistant vice president of gift planning at The Huntington Library, Art Museum, and Botanical Gardens, which she has been a part of since 2005.  Prior to The Huntington, she served as Director of Individual Giving at Big Brothers Big Sisters, among other roles.  Cris has served on the Board of Directors of the American Council on Gift Annuities (ACGA) and the Los Angeles Council of Charitable Gift Planners (LACGP).

Cris earned her masters degree in psychology from California State University, Fullerton, and a bachelors degrees in art history and social science from the University of California, Irvine.  Cris is a Certified Specialist in Planned Giving (CSPG) and a chartered Advisor in Philanthropy (CAP)

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