Statewide
April 23, 2025 - The Hidden Code of End-of-Life Decisions with Russell James
Earn continuing education credits and keep informed on the latest developments in charitable giving and tax law as you learn from nationally-recognized experts. Philanthropy Forums are provided via webinar and provide topics of interest to attorneys, CPAs and wealth managers.
The Hidden Code of End-of-Life Decisions: What Estate Planners Can Learn From Decision-Making in Life Insurance, Annuities, Estate Planning and Healthcare
Russell James, J.D., Ph.D., CFP®
Wednesday, April 23, 2025 | 12 – 1:30 pm | FREE
This one hour presentation is followed by an optional 30 minute Q&A session.
Death is different. When it comes to making decisions involving end-of-life, people respond in unusual ways. In this presentation, Professor James brings together scientific and demographic research from a range of end-of-life decisions to uncover remarkably consistent principles of what works in persuasive communication. Understanding this “hidden code” will change the way you think, and talk, about estate planning and financial giving.
Russell James, J.D., Ph.D., CFP®, is a chaired professor in the School of Financial Planning at Texas Tech University, where he directs the graduate program in Charitable Financial Planning. A graduate of the University of Missouri School of Law, he earned accolades for his work in gift and estate taxation and holds a Ph.D. in consumer economics with a focus on charitable giving. Previously, he served as Director of Planned Giving and later as president of Central Christian College, where he led two capital campaigns, oversaw debt-free construction projects, and tripled enrollment. Dr. James has published over 80 peer-reviewed articles, authored books on philanthropy, and been featured in major outlets such as The Economist, The Wall Street Journal, and The New York Times. His financial neuroimaging research was profiled in The Wall Street Journal’s SmartMoney magazine.
Continuing education credits may be available pending application through the Oregon State Bar, Oregon Board of Accountancy, CFP Board and American Bankers Association.
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