2012 Western Regional Planned Giving Conference
Partnership for Philanthropic Planning of Greater Los Angeles (PPPLA)
May 30-June 1, 2012
Partners Robert N. Sacks and Jessica A. Uzcategui spoke at the 2012 Western Regional Planned Giving Conference hosted by the Partnership for Philanthropic Planning of Greater Los Angeles at the Westin South Coast Plaza Hotel in Costa Mesa, California on June 1, 2012. Mr. Sacks and Ms. Uzcategui presented the program “Can You Protect the Gift? Capacity, Undue Influence and Substituted Judgment Issues in Planned Giving,” which focused on how charities can protect donors’ gifts from challenges asserting undue influence or a lack of mental capacity, or through filing substituted judgment petitions in conservatorship proceedings.