BALTIMORE ESTATE PLANNING COUNCIL

CFP 1 and 2 Hours - Approved
Sponsored by The Associated: Jewish Federation of Baltimore

AGENDA
07:00 - 08:00 Breakfast and Networking
08:00 - 10:00 Program

ABOUT THE PROGRAM: David York will be presenting a comprehensive two-hour discussion on trends and innovations in the philanthropic and wealth transfer planning sectors as well as a review of new tools and strategies in giving. David will present on the importance of helping donors align their personal values with their philanthropic endeavors, ensuring that their contributions are both meaningful and impactful.  He will also review similarities and differences in giving and how philanthropy can be used to bridge (or divide) the generations. He will also provide insights into use of life insurance, purpose trusts, program-related investments, and the increasing use and role of 501(c)(4) organizations.

ABOUT THE SPEAKER: David R. York is an Attorney, Certified Public Accountant, and Managing Partner with the Salt Lake City law firm of York Howell.  David practices law in the areas of estate planning, tax, business planning, and non-profit entities.  He is a Fellow with the American College of Trust and Estate Counsel (ACTEC) and is the Dean of Legacy with the Purposeful Planning Institute.  David has extensive experience in designing and implementing advanced wealth planning strategies for high net worth clients.  David has spoken to hundreds of public groups and professional organizations, including the TedXSaltLakeCity, Q Commons, the Hawaii Tax Institute, the Purposeful Planning Institute, Investments and Wealth Institute, Valmark Member Summit, the Southeastern Family Office Forum, and the Million Dollar Roundtable.
He is the co-author of three books, Entrusted: Building a Legacy That Lasts and Riveted:  44 Values that Change the World, which after its release was the #1 Business Ethics book on Amazon, and author of The Gift of Lift.  He also created the game Experience Rivets^TM, which helps individuals, families, and businesses identify their unique and shared core values to assist them with holistic wealth transfer, effective estate planning, and team building.  He has also written for Trusts & Estates Magazine, Estate Planning Magazine, and Investments and Wealth Monitor.  In 2017, YHG was recognized as an Inc. 5000 Company.
David currently serves on the Board of Directors of Holding Out HELP and Healing Nations.  He lives in the Salt Lake City, Utah area with his wife, Mindy, and their five children, Emma, John, Samuel, Hudson, and Avery.  He enjoys biking, skiing, softball, writing, and photography.

Two Meeting Requirement: To maintain membership in the Baltimore Estate Planning Council, active members are required to attend at least two (2) IN-PERSON educational meetings annually.

Cancellation Policy: Reservations must be canceled in writing or by e-mail and received no later than Friday, May 10, 2024.