In planning for a significant legacy gift to Family Service Agency, we highly recommend that you consult with your attorney, tax accountant or financial advisor before deciding on the best gift strategy for your individual and family circumstances. See recommended Bequest Language to share with your attorney.

Family Service Agency can also put you in touch with one of the professional advisors who serve on our Planned Giving Advisory Council. And our planned giving consultant can offer you a complimentary consultation on the type of planned gift that might be most appropriate for your individual circumstances.  Contact us and we will arrange to have her call you at your convenience.

 

Family Service Agency Planned Giving Advisory Council

WILLIAM L. JACKSON, CPA
MacFarlane, Faletti & Co. LLP
Mr. Jackson, a partner with MacFarlane, Faletti & Co. LLP, has over twenty years of income tax and audit experience. His experience with income tax focuses on estate and trusts, including assisting individuals in this complex area with planning. Mr. Jackson’s auditing concentration is in the area of country clubs. In addition, he works with private foundations, assisting with both audit and exempt organization return compliance.

GAMBLE T. PARKS, JD
Fell, Marking, Abkin, Montgomery, Granet & Raney LLP
Ms. Parks is a Certified Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization. She advises clients on all issues pertaining to estate planning and administration, including business succession, charitable planning, asset protection, life insurance, retirement plans, gifting strategies, marital deduction and generation sipping transfer tax planning and estate freezing techniques.

DOUGLAS D. ROSSI, JD
Price Postel & Parma LLP
Mr. Rossi’s practice involves all aspects of estate planning, including the preparation of revocable trusts, wills, irrevocable trusts, charitable trusts, other traditional estate planning instruments, as well as marital property agreements. Mr. Rossi advises and counsels individual and institutional fiduciaries and beneficiaries with respect to the administration of trusts and estates. He has extensive experience in the preparation of gift and estate tax returns, gift planning, establishment and funding of trusts, and resolution of disputes concerning trust and probate estates.

JONATHAN K. WANG, JD, CFP®
Bergquist Wang, LLC
Mr. Wang is a partner with Bergquist Wang, LLC, a boutique financial planning firm providing wealth advisory services to high net worth individuals. He advises clients on matters involving investments, risk management, tax planning, retirement planning and estate planning. Mr. Wang assists clients with identifying their philanthropic passions and utilizes gifting strategies to best achieve charitable goals.

ANDREW R. WILSON, Wealth Advisor
UBS Financial Services Inc.
Andrew Wilson, Vice President Wealth Management at UBS Financial Services Inc., has over 24 years of experience in the finance industry. Emphasizing customized solutions based on comprehensive financial plans, Mr. Wilson works closely with his clients’ other professional advisors to ensure all facets of wealth are working together effectively.