Senior Advisor, Charitable Estate Planning
American Heart Association
Carl A. Wayne, JD, is an attorney with the American Heart Association Charitable Estate Planning division where he helps advisors with charitable giving/tax planning conversations and solutions for their clients who are philanthropically inclined and want to fund solutions.
A California licensed attorney, and 19 year veteran with AHA, Carl specializes in charitable estate planning utilizing gifts of appreciated non-cash assets - real estate, stocks, life insurance, retirement accounts, etc. to fund donor advised funds, charitable gift annuities, charitable remainder and lead trusts. Carl is a graduate of UCLA , member of FPA , CalCPA, and several estate planning councils.
Thursday, October 17
5:00 PM – 6:00 PM