A widow lost her entire deduction because a museum left one sentence out of a thank-you letter. Your acknowledgment template may be doing the same thing right now, and nobody will ever tell you.
Vanessa is a partner in the Estate Planning practice at Lagerlof LLP in Pasadena and an adjunct professor of Wills and Trusts at Southwestern Law School. She began her career as a trust officer at Wells Fargo, watching what happens to families when the plan fails. A Pasadena Magazine Top Attorney every year since 2015 and a Super Lawyers Rising Star since 2016, she was named one of the Los Angeles Business Journal's 2024 Leaders of Influence. She is admitted in California and Idaho and before the U.S. Supreme Court.
GIVING Magazine
For those who drive change — not watch it. Join the top 1%.