In June 2025, we hosted an activity approved by the California State Bar for 1.25 MCLE credits. Check out the recording of this webinar where Moh Mookim and Janelle Orsi of Sustainable Economies Law Center share what they’ve learned about wealth redistribution and the law.
In particular, what are the legal and tax considerations of people and foundations voluntarily gifting their wealth? What are considerations for people and organizations receiving that wealth? Our goal is for wealth to flow without legal barriers and in the spirit of solidarity, not charity. Far too often, professionals like lawyers, financial planners, and foundation leaders misunderstand the law, causing unnecessary blockages to redistribution. We've done our best to give a broad overview of the legal terrain and the various resources we’ve created on these topics, helping dispel some myths while we’re at it.
Topics include:
- Gifts to individuals
- Making grants to non-501c3s
- Gift tax
- Charitable tax deductions
- Rules applicable to public charities, private foundations, and donor-advised funds Endowment law
- Giving land and homes
For participatory MCLE credit for viewing this video, please donate here below and complete the required quiz and certificate of attendance. The links to the quiz and certificate will be sent to you in an autoresponse e-mail after you make your donation.
To get self-study credit, simply watch the video (for free!). Attendance certificates are not provided for self-study. Please use this log provided by the State Bar of California to keep a record of your self study: https://www.calbar.ca.gov/Portals/0/d...
Here is the accompanying handout for the presentation.
Read the rest at The Sustainable Economies Law Center
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