Events Information

Monthly Membership Meeting via Zoom


November 03, 2020
7:15 AM - 9:00 AM
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Zoom Meeting


NCEPC-SD is pleased to welcome national chartiable planning expert Lynda Sands to discuss: 

Is the CRUT an IRA "Life" Saver? 

Can you use an old and stable trust—the CRUT—with a new and challenging law—the SECURE ACT—to streeeeetch that IRA again?

You may find the CRUT is actually a “Life-Saver”. Let’s look at 7 ways to use a CRUT--seven strategies, four types of trust, design and drafting tips, and investment management techniques to make it work. You may think it is off the beaten path planning, but one day you may find you need it.

Lynda has served the non-profit and philanthropic community for 42 years and has trained more than 35,000 financial advisors and planned giving officers.

  • She provides tailored philanthropy solutions for INDIVIDUALS, specializing in strategic designs for transfer of wealth that meet the needs of the person or family through the use of trusts, foundations and new public charities.
  • She provides expert assistance for ADVISORS and coaches them on how to add philanthropic services to their business model
  • She creates and advises FUNDRAISING PROFESSIONALS AND PROGRAMS for nonprofits so they can repeatedly close substantial gifts that work for both donor and nonprofit done
  • She supports the funds administration effort through competent advice on gifts and endowments as well as solutions for problematic trusts and donated assets
  • She teaches the CRT course at CSU Long Beach Foundation’s Certified Specialist in Planned Giving program
  • Lynda teaches “PLAIN ENGLISH PLANNED GIVING”, a 66 webinar course for major and planned gift officers hosted on, each webinar being a digestible 30 minute session. Lynda hosts a two-level membership program for Plain English Planned Giving
  • “PLAIN ENGLISH PLANNED GIVING” is comprised of eight video modules each with 8 subtopics in a coordinated format for easy, quick learning on how to spot potential planned gift opportunities in a donor’s life or assets. Each lesson is 15-25 minutes for convenience of learning. Go to to learn more.

VALUE TO THE CLIENT, ADVISOR, AND THE FIELD OF PHILANTHROPY: Forty plus years of experience in working with these three groups, writing over 200 articles and more than six books, creating document assembly software, speaking to more than 1,000 audiences in 49 states and doing audio and video presentations has allowed Lynda to develop breadth and depth of experience and to share that experience in all forms for so many clients and advisors.

She has trained more than 35,000 financial advisors and planned giving officers. She has initiated, assisted, concluded and joint ventured on well over $1 billion in charitable gifts, trusts, annuities and foundations. And that number was achieved by 2001. Lynda has served on many nonprofit boards and committees and has learned as much from them as she has brought to them. Lynda trains major gift officers, new planned giving officers, and other nonprofit staff/volunteers who want or need to understand planned giving without becoming a technical expert.

Lynda worked for Bank of America as a tax attorney in General Counsel’s office before joining Yale University as Assistant General Counsel. She founded her own law firm in California and a software company for research and document drafting for charitable planning.

She is the author of many books in her field and over 200 professional articles. She has spoken professionally over 1,000 times for high-level financial audiences in every state, except Alaska, and in Canada.

She was the first woman President of the San Francisco Estate Planning Council, the founding President of San Francisco Women Tax Lawyers, and the Chairman of the San Francisco Bar Association, Probate & Trust Division. She served on the Board and the Finance and Audit Committee of the Experimental Aircraft Association for 16 years and was the first woman Chair of the San Diego Air and Space Museum.

Contact Information and Website:
Asset Sentry, LLC, 4937 W. Hwy 126, Redmond OR 97756; CA Office: 1300 Sorrento Valley Rd, Suite 115, San Diego CA 92121
(W) 541-527-4265, (C) 858-414-0800

Click here to link to Linda's LinkedIn page for more information about her and this presentation. 


Our November Sponsor:

The Private Bank at Union Bank, with Carlee Harmonson, Charity Falls and Kathleen Medina

The Private Bank of Union Bank is pleased to be able to sponsor the North County Estate Planning Council meeting for November 2020. The Private Bank of Union Bank like NCEPC has a long history of providing the San Diego community with expertise in the following areas:

  • Trust & Investment Management Services
  • Real Estate & Specialty Asset Services
  • Wealth Planning
  • Charitable Services
  • Bank and Credit Services
  • Risk Management
  • Investment Banking Services through Intrepid our Investment Banking subsidiary

We pride ourselves on being strong partners in the community though our Foundation and the dedicated work of our employees.

We look forward to talking to you about how we can assist you and your clients. 

Contact Information:

Carlee Harmonson
Managing Director
The Private Bank at Union Bank
Direct 858 551 5366 
Cell 858 354 4082 
[email protected]

Kathleen Medina
Senior Trust Officer
The Private Bank at Union Bank
Direct 858 551 5362
[email protected]

Charity Falls
Senior Wealth Strategist
The Private Bank at Union Bank
Direct 858 551 5371
[email protected]

NCEPC-SD Networking Opportunities with “Trifectas”

The Council is continuing our “Trifectas” with our “virtual Trifectas”.  With our “Trifectas”, we will “build” small groups that will meet virtually after the monthly meeting to deepen their relationships and to better facilitate referrals. (IF YOU ARE INTERESTED).

Please Reply to the Emails that were sent to you or send a separate email to Bill Super at [email protected] or Pete Tentler, below, to let us know of your interest.

***Our Board Member, Pete Tentler of Independence Reverse Mortgage Solutions, who is a Master Networker, is Managing the Trifectas process. You can find Pete here;     [email protected]***

Our friends at The Jewish Community Foundation:

The Jewish Community Foundation: The JCF has established three funds to address the multi-faceted needs resulting from the COVID-19 crisis.  The Vulnerable LocalPopulations Fund supports grantees that are providing critical services and support, to people who have suffered a reduction in income, unable to provide for their basic needs and who may be isolated and alone, particularly in the senior and homeless populations. The Public Health Response Fund supports non-profits in the scientific and health care industry who are addressing the public health threat posed by the virus. This includes health care providers, research, logistics, data management as well as efforts to acquire necessary equipment, and build appropriate, temporary facilities. The third fund is a collaborative effort with The Jewish Federation of San Diego County, Jewish Community Foundation of San Diego and Leichtag Foundation. The San Diego Jewish Community Emergency Fund supports organizations and their services that help the most vulnerable and impacted in San Diego’s Jewish community. The details of all three funds can be found on their website

The Jewish Community Foundation's "Trusted Charitable Advisor" program has now opened enrollment. This popular program now has hundreds of alumni in its network of trusted San Diego attorneys, accountants, financial advisors and wealth managers dedicated to building relationships and integrating charitable planning as a strategy for achieving clients’ overall goals. Whether in-person or virtual as necessary, our first workshop kicks off June 11. More information can be found at JCF's website, , or by emailing [email protected]

Contact: Sharleen Wollach, Vice President Operations, Jewish Community Foundation of San Diego, (858) 279-2740, [email protected], 


$0.00 Member

$0.00 Regrets

$20.00 Guest