SDRVC Webinar: How Planned Giving Can Benefit SDRVC

As the 2021 tax year draws to a close, we encourage anyone interested in conservation to learn how life settlements and planned estates can secure the natural legacy of the river valley. Register now for our panel discussion on Zoom to better understand charitable giving through life settlements, donor directed funds, living trusts and wills.

Meet our panelists:

Brad Bartlett

Brad Bartlett, a former SDRVC Board Member and retired attorney specializing in civil litigation on real estate matters. Mr. Bartlett now serves as a mediator and teaches Real Estate law at Palomar College.

Lisa Rehburg

For more than 30 years, Lisa Rehburg has worked with insurance brokers, financial advisors and clients to derive the greatest possible benefit from unwanted or unneeded life insurance policies.

Lou Oberman

Lou Oberman has built a long career in financial planning that has taken him to offices in New York City, Los Angeles, Beverly Hills, Torrance, Vista, Rancho Bernardo and Encinitas.

Peter DeFrancesca

Peter DeFrancesca serves as treasurer for the San Dieguito River Valley Conservancy and brings more than five decades’ worth of experience in estate and trust planning to the position.

Eric Lodge

Eric Lodge is a retired attorney and certified specialist in probate, estate planning and trust law. He serves on the San Dieguito River Valley Conservancy advisory board.