Building Your Legacy – Planned Giving 101

We will hold a special session on the power of Planned Giving on Friday, November 10 at the Annual Conference in Washington, DC. Learn from our fellow USJC Council Leaders who are experts in their fields, ranging from estate law to wealth management to insurance. Attendees will gain a better understanding of planned giving tools, resources and giving options including bequests, 401(k)/IRAs and life insurance policies. The discussion will uncover the mysteries of legacy planning and leave you equipped to shape a legacy of your own.

To learn more about the Irene Hirano and Daniel K. Inouye Legacy Society and the Planned Giving program, click here.

Speakers:

Sarah Constantine, Partner at Arnold & Porter

Sarah Constantine is a Partner at Arnold & Porter. She counsels high-net worth U.S. and international individuals, their families, family offices and closely held business on a variety of U.S.-based and cross-border estate planning and wealth preservation matters with a particular focus on estate and gift tax minimization strategies. Her experience includes assisting international clients on creating tax efficient strategies for U.S.-based investing, as well as other U.S. income and transfer tax matters including trust and probate issues, matters relating to migration to and from the U.S., expatriation and asset protection planning. Sarah also focuses on matters relating to IRS, state and local tax controversies and assists clients in the process of becoming compliant with U.S. tax laws and related reporting obligations.

Joshua Morey,  President of J.Morey Company, Inc.

Joshua Morey is President of The J. Morey Company, Inc., and Chairperson of Ori-gen Insurance Group, a third generation family-owned insurance brokerage. Prior to joining his family’s business, he worked with Athletes in Action facilitating sports partnerships between the United States and Japan. With this experience and his passion for cultural exchange, Mr. Morey co-founded Far East Baseball, The Oliver’s Sports Council (Sports Agency) and Yanase USA. Mr. Morey has a B.A in Business/Economics from Wheaton College and an M.A. in Intercultural Studies from Fuller Theological Seminary.

Mr. Morey is on the Board of the U.S.-Japan Council, Japanese American National Museum, Asian American Insurance Network, Japanese Evangelical Missions Society and Next Generation Japanese American Leadership Program (Consulate-General of Japan in Los Angeles). He also serves on the Advisory Council for the Equity in Infrastructure Project and Chairs the Insurance, Bonding, and Contracting Sub Committee. He was a delegate of the 2016 U.S.-Japan Council’s Emerging Leaders Program.

Stephen Kagawa, Founder of Pacific Bridge Companies

Stephen Kagawa is the founder and CEO of The Pacific Bridge Companies, a comprehensive wealth management organization focused on helping advisors guide their clients wherever in the world their lives may lead. For over 30 years, Mr. Kagawa’s created and implemented strategies that empower advisors and their individual, family and corporate clients based in Japan and other parts of the globe, address multinational issues related to wealth accumulation, wealth preservation, wealth transfer, taxation, cross-border planning and more.

The marriage of philanthropy and the world of financial planning through planned giving brings Mr. Kagawa joy as he’s involved with several non-profit and industry organizations. Stephen served on the founding Board of Directors for the U.S.-Japan Council and he had the honor of accompanying Senator Inouye on his first trip to Japan as a private citizen. He serves on the Board of Trustees with the Japanese American National Museum and is a past chair and current Board Member of the Go For Broke National Education Center. He also participates in a variety of leadership capacities with the Million Dollar Round Table (MDRT), the MDRT Foundation (the charitable arm of MDRT) and the National Association of Insurance and Financial Advisors (NAIFA).

Gary S. Moriwaki, Partner at Windels Marx

Gary S. Moriwaki has more than forty years of experience in estate planning and administration. His clients include domestic and foreign business owners, professionals and executives from a spectrum of industries. Mr. Moriwaki is well-versed in advising clients who have complex, multi-national issues involving ownership of assets in multiple jurisdictions, domestic and foreign estate and inheritance taxes, choice of laws and succession concerns.

As a member of various charitable organizations, Mr. Moriwaki is experienced in charitable giving techniques and the formation and operation of private foundations. He is a past President of the Japanese American Association of New York, a Governor of the Japanese American National Museum, past Vice Chair of the Asian American Federation, Director and past Vice Chair of the U.S.-Japan Council, a board member of the Japanese Medical Society of America, a board member of the Arthur Miller Foundation and a board member of the Japan Society.

Mr. Moriwaki is very active in the Japanese American community and has served as general counsel to a major multinational Japanese corporation, as well as the Games Organizing Committee of the 2005 Special Olympics World Winter Games in Nagano, Japan.

Registration

Please fill out the following form to register for the event. Note that to attend, you must also register for the Annual Conference. If you experience technical issues using the embedded form below, please click here to register for the event instead.