Complex Assets, DAFs, and an Historic Transfer of Wealth: An In-person Live Webinar
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Please join us for a live webinar with NAEPC board member, Ginger Mlakar, JD, CPA, AEP®, as we explore complex assets and donor advised funds within the context of the historic transfer of wealth expected to begin as early as 2025. Ginger will discuss statistics, trends, and studies that will have an impact at the local level. Studies indicate that too many professionals in an advisory role are not initiating discussions with their clients about how to direct their charitable giving. Let's come together to learn how we might better serve our clients and donors as they face a turning point in their charitable planning.
What: Live webinar with Ginger Mlakar, JD, CPA, AEP®, Philanthropic Advisor, Cleveland Foundation
Date: September 24, 2024
Time: 3pm - 5pm
Where: L. Seidman Center at GVSU 50 Front Street, SW, Grand Rapids, MI 49504
Parking: On site free parking available to attendees.
Cost: No cost to WMEPC members; $25 for guests*
* Consider applying to join the WMEPC and attendance to this and other professional development events are free!
We will begin with light snacks and beverages while networking. The live webinar will begin at 3:30 with some time for questions and further networking at the end.
About Ginger Mlakar:
Ginger Mlakar serves as in-house legal counsel and manages the Cleveland Foundation's legal affairs. She came to the Foundation in July 2009 after 16 years practicing law in estate, trust and charitable gift planning and administration. Ginger has served on the boards of several area organizations, including the Girl Scouts of Lake Erie Council, the Estate Planning Council of Cleveland, the LGBT Community Center of Greater Cleveland, as treasurer for the Cleveland Metropolitan Bar Association, president for the Cleveland Metropolitan Bar Foundation, and several others. She is currently on the board for the National Association of Estate Planners and Councils and is an Accredited Estate Planner (AEP®). She is an active fellow of the American College of Estate and Trust Council, and an Estate Planning, Trust and Probate Law Council member for the Ohio State Bar Association. Ginger is a frequent speaker on legal and tax issues surrounding charitable giving. Ginger has received the Cleveland Metropolitan Bar Association's Women in Law Making a Difference and President's Awards, the Cleveland Metropolitan Bar Foundation's Outstanding Leadership Award, the Estate Planning Council of Cleveland’s 2019 Distinguished Estate Planner Award, and the 2022 Women of Professional Excellence from the YWCA of Greater Cleveland. She graduated summa cum laude from The Ohio State University with a Bachelor of Science degree in business administration and earned her juris doctorate from The Ohio State University Moritz College of Law.
