Join us at our Member Meeting
The Pacific Club
4110 MacArthur Boulevard, Newport Beach, California 92660 • www.pacificclub.org
MARCH 27, 2019
11:30am to 12:00pm - Business Networking
12:00pm to 1:00pm - Lunch Presentation
1 hour MCLE • 1 hour CPE
HOW PHILANTHROPY AND BUSINESS SUCCESSION PLANNING INTERSECT
Tax, Trusts & Estates Partner, Dorsey & Whitney LLP
Costa Mesa, CA
With more than 20 years’ experience as an estate planner, Mark is uniquely qualified to help families create legacies. In this work, he implements plans that encourage family members to recognize their good fortune, make their own contributions to the family and their communities, and handle the responsibilities of wealth.
Senior Vice President and Investment Counselor, Capital Group Private Client Services
Los Angeles, CA
J services high net worth individuals and families to protect and grow their wealth across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.