About GiftLaw Pro

GiftLaw Pro is published by Crescendo Interactive, Inc. The corporate offices are located at 110 Camino Ruiz, Camarillo, California 93012. The phone is 1-800-858-9154 and FAX is 1-805-388-2483. The main web site is www.crescendointeractive.com.

Editor A. Charles Schultz, JD

Charles Schultz is a California attorney who specializes in charitable giving and estate planning. He is the President of Crescendo Interactive, Inc. and is the principal author of the Crescendo Planned Giving Software system. In addition, he is editor for the GiftLaw.com charitable tax planning web site and writes the weekly GiftLaw and GiftLegacy e-mail newsletters.

Charles writes, speaks and publishes extensively each year. His published articles include "Target Marketing For Planned Giving" in Fund Raising Management and "Charitable Options: The Use of an Option Agreement to Facilitate Gifts of Real Estate to Charitable Remainder Trusts," in Tax Management Estates, Gifts and Trusts magazine.

In addition to his speaking engagements and work on Crescendo, he teaches 30 planned giving seminars per year and assists a select group of business owners/trustees of major charities in charitable estate planning. With his active interests in the field of philanthropy, he also is a board member of the Christian Foundation of the West and is on the Technical Advisory Committee of the Ventura County Community Foundation. In addition, he is a past President of the Ventura County Planned Giving Roundtable.

Charles received his law degree from the University of Michigan, with further tax specialization training at Washington University in St. Louis. He and his wife Ardis have two daughters.

Assistant Editor Kristen Schultz Jaarda, JD, LLM

As Crescendo's Executive Vice President, Kristen Schultz Jaarda specializes in online marketing and social media for planned gifts. She is responsible for client education, and consultation for Crescendo's web services. She is a nationally recognized speaker, conducts seminars nationwide and is a principal faculty member of GiftCollege.

Kristen serves as a board member for the American Council on Gift Annuities (ACGA) and as a member of the ACGA Rates and State Regulations Committees, Editorial Advisory Board member for Planned Giving Today, Committee Member for the ABA Charitable Planning and Organization's Group, past Legislative Chair and a board member for the Partnership for Philanthropic Planning of Greater Los Angeles (PPP-LA), a member of the Ventura County Planned Giving Council and a committee member and volunteer for several local charities. She writes daily for CrescendoTweet and her planned giving blog http://www.plannedgivingblog.com.

Previously, Kristen served as Counsel to the Assistant Secretary of Education in Washington, D.C. and was Oversight Counsel to the U.S. House Committee on the Judiciary. Prior to that, she worked in a public affairs law practice. Kristen graduated from UCLA School of Law where she was Law Review Editor. She completed her Tax LL.M. with honors at Loyola School of Law. Kristen is a member of the California State Bar, D.C. Bar and the Maryland State Bar.

Assistant Editor, Jamie Holzer White, JD, LLM

Jamie is a staff attorney at Crescendo. She is responsible for client education and customer support for Crescendo's software services. In addition, Jamie writes weekly articles for Crescendo publications and teaches at Crescendo seminars. She has previously worked in private practice. Jamie graduated with Honors from University of California Santa Barbara with a Bachelor's Degree in Communication Studies, and received her J.D. from Pepperdine University School of Law. She completed her Tax LL.M. with High Distinction at Loyola School of Law. Jamie is a member of the California State Bar.

Assistant Editor, Matthew Karch, JD

Matthew Karch is Assistant Vice President of Legal Services at Crescendo. He is responsible for assisting with client education and customer support for Crescendo's software services. In addition, Matt writes weekly articles for Crescendo publications and teaches at Crescendo seminars and webinars. Matt graduated with Honors from California Lutheran University with a Bachelor's Degree in Political Science, and received his J.D. from Chapman University, Fowler School of Law. Matt is a member of the California State Bar.

Assistant Editor, Julia Casillas, JD

Julia Casillas is one of our Staff Attorneys at Crescendo. She is responsible for assisting with client education and customer support for Crescendo's software services. In addition, Julia writes weekly articles for Crescendo publications and teaches at Crescendo seminars and webinars. Julia graduated with Honors from California Polytechnic State University, San Luis Obispo with a Bachelor's Degree in Political Science, and received her J.D. from Chapman University, Fowler School of Law. Julia is a member of the California State Bar.

Assistant Editor, Kristine Anderson, JD

Kristine Anderson is a Staff Attorney at Crescendo. She is responsible for assisting with client education and customer support for Crescendo's software services. In addition, Kristine writes weekly articles for Crescendo publications and teaches at Crescendo seminars and webinars. Kristine graduated with Honors from the University of Arizona with a Bachelor's Degree in Business Economics and received her J.D. from the University of San Diego.

Assistant Editor, Paola Acosta, JD

Paola Acosta is one of our Staff Attorneys at Crescendo. She is responsible for assisting with client education and customer support for Crescendo's software services. In addition, Paola writes weekly articles for Crescendo publications and teaches at Crescendo seminars and webinars. Paola graduated from the University of California, Irvine with a Bachelor's Degree in Political Science and Criminology Law and Society. She received her J.D. from The Colleges of Law, Ventura and is a member of the California State Bar.

Disclaimer

GiftLaw Pro is designed to provide accurate and authoritative information in regard to the subject matters covered. It is published and licensed with the understanding that neither the publisher nor the authors are engaged in rendering legal, accounting, financial or other professional service. If legal advice, or other expert assistance, is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a committee of the American Bar Association and a committee of Publishers.)