Charles J McLucas, Jr CPA/PFS/AEP/CKA - Advisors in Philanthropy

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Charles J. McLucas, Jr CPA/PFS/AEP/CKA

Charles

Groups
Chapter OC Chapter

Last updated: 2/1/2025

Charles J McLucas, Jr CPA/PFS/AEP/CKA
Chapter (includes National membership) -- Chapter: OC Chapter

Professional Information
Charitable Trust Administrators, Inc. President 903 Calle Amanecer Suite 230 San Clemente California 92673 United States [ Map ]		9499814452 (Phone) 949-429-3044 (Fax) Visit Website »

Profession:	Accountant
Describe Your Products or Services:	Tax preparation and CRT Administration. Run analysis for the establishment of Capital Gains Bypass Trusts. Individual, trust and non-profit tax preparation for over 50 years.
Licenses & Designations - Specify Other:	Accredited Estate Planner

Personal Information

Speakers Bureau
Speaker Bureau - Primary Area of Expertise: Charitable Trust Administration
Speaker -Presentation Title: Charitable Remainder Trust review and analysis in light of 2022 tax act.
Speaker Topic: Major Gifts, Planned Giving
Target Audience: All of the above
Do you require an honorarium : no

Calendar more

10/29/2025
AiP Midwest Webinar: Current Trends in Philanthropy Presented by The Fundraising School at IU

11/3/2025
AiP LA: Morning Mixer at CEP2025

12/10/2025
AiP LA: End of Year Happy Hour

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