Elizabeth Ochoa , CFP, RHU, ChFC
Advanced Markets Consultant , AXA Advanced Markets (AAM)
Elizabeth Lindsay-Ochoa, J.D. LL.M. (Taxation)
Elizabeth.ochoa@axa-equitable.com
      Liz joined AXA Equitable in July 2002. Her primary focus is in estate and charitable planning. Liz is a Fellow with the Charitable Planning and Organizations Committee with the American Bar Association's (ABA) Real Property, Probate, and Trust (RPPT) section. She authored an article on Rev. Proc. 2005-24 in the December 12, 2005 National Underwriter entitled “CRT Tax Trap.” She will also be a featured speaker the RPPT’s Young Lawyers Institute on charitable giving. Currently, Liz is writing an article on cross border charitable planning to be published in a forthcoming ABA RPPT’s Probate and Property Magazine. She has presented to CPAs, attorneys and financial professionals for charitable and estate planning topics.
      Liz graduated from Michigan State University, with a B.A. in Telecommunications. In 2001, she received her J.D. from the Thomas M. Cooley Law School and in 2005 her LL.M. (taxation) from the University of Denver. Liz has also been active with the ABA’s Section of Taxation Young Lawyers Forum, the RPPT Diversity Committee, and the Colorado Planned Giving Roundtable. Additionally, she is an acquisitions editor for ABA RPPT publications. Liz is admitted to practice law in Michigan and Colorado, and is a member of the Colorado, Denver, and Michigan Bar Associations, the National Committee on Planned Giving and the Gift Planning Council of New Jersey. She also holds her NASD Series 7 license.

      Have you worked to obtain pledges or bequests from donors only to see them disappear? The successful execution of various techniques or the use of different financial products can produce surprising results. This presentation will cover various methods that you can use to reduce the risk of eliminated gifts and potentially increase the amount of funds for your charitable organizations both now and in the future.