Planned Giving

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Make a difference in people's lives and always be remembered for your contribution
Benefit yourself, your family and Samuel Merritt University with your planned gift
Help us fulfill our mission for many years and generations to come

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Gift Planning

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Estate Planning Seminars

Watch and Learn from Past Webinars

Issues & Options in Estate & Retirement Planning

Learn about current laws, long-term care and aging issues, and tips for meeting your estate and tax planning goals in this one-hour webinar. Samuel Merritt University alumna Julie M. Fiedler, '82, an estate planning attorney and registered nurse, discusses essential estate planning documents and the strategies you can utilize as you plan for your financial future, retirement, and giving to loved ones and charities through your estate. Cynthia Wilkinson, CPA, reveals the tax implications of current laws and shares useful strategies related to retirement planning and appreciated assets.

Presenters: Julie M. Fiedler, RN, JD, LLM Elder Law; and Cynthia A. Wilkinson, CPA, MS Taxation
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Immersion Learning at the Sim Center & SMU Estate Planning Seminar

A well-constructed estate plan will help you avoid probate and leave a legacy that fully reflects your values. Learn about protecting your assets, tax-saving strategies, how a will and trust work together, and steps you can take to be prepared as you age. This seminar took place at the Claremont Country Club in Oakland.

Presenters: SMU alumna Julie M. Fiedler, '82, RN, Attorney, Hoizon Elder Law and Estate Planning; and David Little, JD, Senior Wealth Strategist, Wells Fargo Bank.
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Estate Planning Myths & Opportunities

Your estate plan is an important way to take care of both your family and your assets for the future—but what's fact and what's fiction around estate planning? Attorney Madison Gunn offers tips to help you move forward with your planning, take advantage of opportunities, and avoid common mistakes. Topics will include who needs an estate plan, when to create one, and strategies to avoid probate.

Presenter: Madison Gunn, J.D., Attorney, Absolute Trust Counsel PC
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To learn more, contact Penny Peak, 510.879.3349, [email protected]