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DTSTART:20260219T194500Z
DTEND:20260219T210000Z
LOCATION:Illahe Hills Country Club
UID:2849520260219T194500ZCharitable Planning Strategies Under the Overarching Impact of OBBBA
DTSTAMP:20260504T160537Z
DESCRIPTION:\n\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \nDavid is a Senior Partner with The Dorcey Law Firm, consultant, author, and frequent public\n speaker. He has over 30 years of active practice experience in the areas of wealth transfer\n planning, charitable planning, trusts and estates, income tax planning and business planning.\n David has significant experience planning with ultra-high-net-worth families and individuals and\n working with them in all phases of design, implementation and ongoing support.\n \nDavid enjoys engaging with individuals, families and business owners to develop and implement\n plans to achieve their unique goals and objectives by listening to discover, and then working with\n them to build a plan to implement, their "enlightened dreams" for themselves, their loved ones,\n their communities and their philanthropic passions.\n \nDavid also assists public charities and private foundations with navigating the challenging\n requirements for accepting complex gifts and providing proper documentation to donors and IRS\n compliance. He also provides training to charitable fundraisers and presentations to charitable\n donors who are looking to be more tax efficient in their charitable giving.\n \nDavid has a Masters degree in Taxation from the University of Florida College of Law and has\n attained the highest professional ranking (AV) from Martindale-Hubbell. He is a member of the\n Southwest Florida Estate Planning Counsel, National Association of Charitable Gift Planners,\n Charitable Gift Planners of Southwest Florida, and the Sarasota County and Florida Bar\n Associations (Sections on Business Law, Tax Law, Real Property and Trust Law).\n \nDavid is a co-author of Protect and Enhance Your Estate published by McGraw Hill and The\n Living Trust Workbook published by the Penguin Group. He has been quoted in national\n newspapers and magazines and appeared as a guest on a number of radio talk shows. David is\n also a frequent keynote speaker for local and national organizations.\n \nFor five years David was the Director of Philanthropic Strategies and Planned Giving at Brown\n University. At Brown he worked collaboratively with the Advancement office, faculty, staff and\n alumni as a resource for donors and their advisors to develop and achieve their charitable and\n financial goals and dreams in a tax-wise manner.\n \nIn addition, David looks forward to working collaboratively with other attorneys, fundraising\n professionals, CPAs, financial advisors, and insurance professionals to serve the specialized\n planning needs of individuals, families and business owners.\n
SUMMARY:Charitable Planning Strategies Under the Overarching Impact of OBBBA - Willamette Valley Estate Planning Council 
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