Thursday, November 21, 2013
Join Rady Children’s for the 18th Annual Professionals Symposium. This event offers outstanding networking and continuing education opportunities for Estate and Financial Planning Professionals.
Robert S. Keebler CPA, MST, AEP (Distinguished)
Partner, Keebler & Associates, LLP
Important IRA Topics for 2014 and Beyond
Understanding the 3.8% Surtax and its Impact on Estates and Trusts
Julie Lytle Nesbit
Whittier Trust, Senior Vice President and Executive Director, Philanthropic Services
Strengthening Client Relationships across Generations through Philanthropy
Joseph Gleeson, M.D.
Professor, Neurosciences and Pediatrics, University of California, San Diego, Investigator, Howard Hughes Medical Institute
Treating the Untreatable, Lessons from the Neurology Clinic
Hyatt Regency La Jolla at Aventine
3777 La Jolla Village Drive
San Diego, California 92122
Registration: 1:30 pm • Program: 1:45 pm • Reception: 5:30 pm
General and Specialized Continuing Education Credits Offered
PLATINUM SPONSOR: Union Bank
For more information and to register, please click here or call 858-966-5804.
About the Speakers:
Robert S. Keebler is a Partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Bob is also a contributing author to the American Bar Association’s The ABA Practical Guide to Estate Planning.
Mr. Keebler graduated (Cum Laude) from Lakeland College with a degree in Accounting and the University of Wisconsin - Milwaukee with a Masters in Taxation. Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse where he concentrated in taxation.
Julie Lytle Nesbit is a Senior Vice President and Executive Director of Whittier Trust’s Philanthropic Services department. She and her staff provide advisement to the firm’s high net worth clients and provide management services for their foundations and donor advised funds. Julie advises clients on issues such as formalizing their philanthropy, strategic grant making and involving the next generation in charitable giving. She also provides turn-key, comprehensive foundation and DAF management services, shouldering all of the administrative responsibilities so clients can simply experience the joy of giving and the positive impact it has on their families. She also organizes and conducts Family Legacy Retreats to help our client achieve their desire for richer and fuller lives.
Julie joined Whittier Trust with over 30 years of experience in the financial services and high tech worlds. Prior to Whittier Trust, she was with Ernst & Young, LLP and a partner her last thirteen years with the firm. She held a number of operating and leadership positions working with private and Fortune 250 clients. Prior to Ernst & Young, she worked for XL/DataComp, Inc. in Hinsdale, IL as a District Manager and for IBM as a Systems Engineer/Consultant.
Julie grew up in Southern California and has raised three highly philanthropic children. She received her Bachelor’s degree from the University of California, Los Angeles and has completed advanced studies at Harvard Business School and at the Kellogg School of Management at Northwestern University. Julie is presently a Director on the Los Angeles Board of Advisors in Philanthropy and is a Board Member or Officer of seven foundations.
Dr. Joseph Gleeson is a Professor and Director of the Center for Brain Development at the University of California, and an Investigator of the Howard Hughes Medical Institute. He obtained his medical degree at the University of Chicago, then completed residency in pediatrics and child neurology at Children’s Hospital Boston, followed by a research fellowship at Harvard Medical School. He has been honored with the Young Investigator Award from the Child Neurology Society, Burroughs Welcome Award in Translational Medicine, among many others.