Planned giving seminars for professionals set for Nov. 16 and 17
Financial and estate planners, CPAs and attorneys can earn credit
San Antonio, Texas—September 22, 2006—A planned giving seminar, “Converting Real Estate into Fixed Income,” will be offered from 8 to 10 a.m. Nov. 16 in Austin and Nov. 17 in San Antonio for financial planners, CPAs, estate planners and attorneys interested in finding news ways to help clients use real estate to create income and save on taxes. Presented by planned giving and real estate experts from The Nature Conservancy, the seminar will be held at the Hyatt Regency, 208 Barton Springs Road, in Austin and at the Bright Shawl, 819 Augusta St., in San Antonio.
Presenters will be Karen Browning Gallardo and Harry Estroff from the Conservancy’s global headquarters in Arlington, Virginia. The organization has more than 25 years of experience in planned giving and real estate gifts.
Gallardo, director of gift and legacy programs, has been with the Conservancy for more than 12 years, and manages 18 staff members who last year secured 980 new in-will commitments and raised more than $26 million in life income gifts and outright gifts of complex assets. She is active on the board of the National Capital Gift Planning Council.
Estroff is the real estate gift manager for the organization, responsible for the due diligence and processing of gifts of real estate. Previously, he worked in commercial real estate in Washington, D.C. He is a member of the National Capital Gift Planning Council.
The program will provide two hours of participatory credit in continuing legal education for attorneys and one and one-half hours of continuing education credit for CPAs. This program has been accepted by the Certified Financial Planners Board of Standards, Inc.
The program is free but reservations are required by Nov. 8. Call (210) 224-8774, Ext. 299, or e-mail txlegacy@tnc.org.
___________________________________________
The Nature Conservancy is an international, nonprofit organization that preserves plants, animals and natural communities that represent the diversity of life on Earth by protecting the lands and waters they need to survive. To date, the Conservancy and its nearly 1 million members have been responsible for the protection of more than 15 million acres in the United States and have helped protect more than 102 million acres in Latin America, the Caribbean, Asia and the Pacific. In the Lone Star State, The Nature Conservancy of Texas owns 35 nature preserves and conservation projects and assists private landowners to conserve their land through more than 70 voluntary land-preservation agreements. The Nature Conservancy of Texas protects 250,000 acres of wild lands and, with partners, has conserved close to a million acres for wildlife habitat across the state. Visit The Nature Conservancy of Texas on the Web at nature.org/texas.
|