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Board of Directors

Board of Directors

The San Diego Planning Partnership offers free estate planning workshops throughout San Diego county. Factual, impartial workshops are led by professional and experienced volunteers. Our nonprofit is funded by sponsors and managed by an amazing volunteer Board of Directors.

Yvonne Amrine – Board Chair

is the owner of Amrine Law, founded in 2011. She is passionate about helping people protect their loved ones through estate planning techniques and making sure they can afford long term care when the time comes. She is a member of the National Academy of Elder Law Attorneys (NAELA), where she holds the position of Treasurer on the Southern California Chapter Board. Yvonne is also a board member for San Diego Planned Giving Partnership, organized to create channels of communication between

gift planning practitioners and allied professionals (Financial Advisors, Attorneys, Accountants, Real Estate and Insurance Professionals, and Trust Officers). She is also a member of the legal community supporting California Advocates for Nursing Home Reform (CANHR). She is accredited by the Veteran’s Administration to represent clients before the VA Regional Office or the Board of Veterans’ Appeals.

Yvonne graduated cum laude with a bachelor’s degree in Business Administration from the University of Southern California. She is licensed to practice law in the state of California. She attended law school here in San Diego at California Western School of Law. She obtained a concentration in Elder Law focusing her course work on Estate Planning; Community Property; Estate & Gift Tax and Federal Income Taxation.

Amy Abrams – Vice Chair

is the Education & Outreach Manager for Alzheimer’s San Diego, responsible for all aspects of this local non- profit organization’s community and professional education programs, which provide critical dementia education for families, caregivers, individuals with Alzheimer’s or related dementia, professionals, and other interested members of the community.

Amy has worked in the field of long term care in San Diego since 1999, in care management, home care, and community health education. Amy is a passionate educator, a vocal advocate for aging and disabled adults, and co-founded a nationally recognized care management and in-home care organization in 2004, which she ran for over a decade. She is a member of the Aging Life Care Association and serves on the Board of Directors for the National Academy of Certified Care Managers. Amy holds a joint Master of Social Work and Master of Public Health from San Diego State University and is a certified Positive ApproachTM to Care dementia trainer.

Courtney Bolin Nash – Secretary

is an Associate Attorney with San Diego Elder Law Center. She is a member of the National Academy of Elder Law Attorneys (NAELA) and a member of the legal community supporting California Advocates for Nursing Home Reform (CANHR), She formerly ran the Legal Aid Society of San Diego’s Conservatorship Clinic, which assisted thousands of San Diegans in navigating the complexities of conservatorship each year. Courtney also designed and ran educational sessions and workshops to bring the benefits of estate planning to all San Diegans. Courtney began her legal career as an Equal Justice Works Fellow focusing on immigration relief for abused children and victims of crime. She also worked in public benefits with Legal Aid.

Courtney is a graduate of the University of San Diego (USD) School of Law, where she graduated cum laude and Order of the Coif. She was awarded Outstanding Public Interest Advocate, Outstanding Prosecution Intern, and successfully competed with the Mock Trial Team while at USD. Courtney completed her undergraduate degree in Anthropology with Honors at the University of California at Berkeley.

Ann Owens – Member-at-Large

is a current Alzheimer’s San Diego Board member, and also serves on their Strategic Planning and Compensation Committees. Ann was formerly on the Board of the Alzheimer’s Association – San Diego Chapter and served as Board Chair. In 2014, she retired from Qualcomm after 16 years of service where she was Senior Vice President of Human Resources. Ann managed the Total Rewards Management function, which included providing oversight for the company’s global compensation, benefits and stock programs, as well as executive total rewards and HR information systems. During her tenure, she created and led two other functions: Global Employee Health Services, which included management of the onsite health clinic, and HR Strategy & Compliance, which focused on acquisition activity and regulatory compliance within human resources operations. She served in an advisory and leadership capacity to several human resources groups.

Prior to joining Qualcomm in 1998, Ann worked at several high-tech companies, where she managed compensation, benefits and HR systems. During her 30+-year career, she designed and implemented organization structures resulting in increased productivity and employee satisfaction and has served on a global re-engineering team chartered with overhauling business processes to increase operations effectiveness. She has also led acquisition and new business start-up activities, successfully creating and implementing staffing strategies for rapid new market integration.

Dan Outcalt – Treasurer

most recently led a North American SaaS sales organization as Vice President – Management Cloud, bringing new cloud-based software products to market at Oracle Corp. Dan managed quotas in the hundreds of millions in size and teams of up to 50 people in scope. Prior to joining Oracle, Dan worked for two start-up software companies – StrongMail and Bocada. Before that, Dan led sales teams in the U.S. at Wall Data, Network Appliance and Hitachi Data Systems, with direct P&L responsibilities, driving significant year-over-year revenue growth.

Dan is very active in the San Diego venture capital and start-up communities and has completed numerous consulting projects with early stage companies in the region. He enjoys reducing technical complexity to easily understood business benefits and has been a featured speaker with audiences all-across North America.

Dan holds a degree in Management from Purdue University and an MBA from the University of Colorado – Denver.

Ron Greenwald – Advisory Board Chair

has been networking in San Diego County for 30+ years, connecting the dots by bringing great people and good ideas together that result in a winning proposition for all involved. His passion for real estate and our aging adult’s quality of life has resulted in his teaming with his business partner, Patti Gerke to be a co-founder of the Senior Stay or GoTM Program. Ron is the co-host of, “Senior Stay or GoTM” a TV show that advocates, entertains, informs, and educates the public about issues facing today’s senior population.

Whether fundraising for the YMCA or bell ringing for The Salvation Army, Ron looks to connect with people. The ultimate team player – his real estate focus on probate, estate, and trust sales have allowed him to forge strategic alliances with estate planning attorneys, private fiduciary’s, bank trust officers, and financial advisors.

The San Diego Planning Partnership offers free estate planning workshops throughout San Diego county. Factual, impartial workshops are led by professional and experienced volunteers. Our nonprofit is funded by sponsors and managed by an amazing volunteer Board of Directors.

Yvonne Amrine – Board Chair

is the owner of Amrine Law, founded in 2011. She is passionate about helping people protect their loved ones through estate planning techniques and making sure they can afford long term care when the time comes. She is a member of the National Academy of Elder Law Attorneys (NAELA), where she holds the position of Treasurer on the Southern California Chapter Board. Yvonne is also a board member for San Diego Planned Giving Partnership, organized to create channels of communication between

gift planning practitioners and allied professionals (Financial Advisors, Attorneys, Accountants, Real Estate and Insurance Professionals, and Trust Officers). She is also a member of the legal community supporting California Advocates for Nursing Home Reform (CANHR). She is accredited by the Veteran’s Administration to represent clients before the VA Regional Office or the Board of Veterans’ Appeals.

Yvonne graduated cum laude with a bachelor’s degree in Business Administration from the University of Southern California. She is licensed to practice law in the state of California. She attended law school here in San Diego at California Western School of Law. She obtained a concentration in Elder Law focusing her course work on Estate Planning; Community Property; Estate & Gift Tax and Federal Income Taxation.

Amy Abrams – Vice Chair

is the Education & Outreach Manager for Alzheimer’s San Diego, responsible for all aspects of this local non- profit organization’s community and professional education programs, which provide critical dementia education for families, caregivers, individuals with Alzheimer’s or related dementia, professionals, and other interested members of the community.

Amy has worked in the field of long term care in San Diego since 1999, in care management, home care, and community health education. Amy is a passionate educator, a vocal advocate for aging and disabled adults, and co-founded a nationally recognized care management and in-home care organization in 2004, which she ran for over a decade. She is a member of the Aging Life Care Association and serves on the Board of Directors for the National Academy of Certified Care Managers. Amy holds a joint Master of Social Work and Master of Public Health from San Diego State University and is a certified Positive ApproachTM to Care dementia trainer.

Courtney Bolin Nash – Secretary

is an Associate Attorney with San Diego Elder Law Center. She is a member of the National Academy of Elder Law Attorneys (NAELA) and a member of the legal community supporting California Advocates for Nursing Home Reform (CANHR), She formerly ran the Legal Aid Society of San Diego’s Conservatorship Clinic, which assisted thousands of San Diegans in navigating the complexities of conservatorship each year. Courtney also designed and ran educational sessions and workshops to bring the benefits of estate planning to all San Diegans. Courtney began her legal career as an Equal Justice Works Fellow focusing on immigration relief for abused children and victims of crime. She also worked in public benefits with Legal Aid.

Courtney is a graduate of the University of San Diego (USD) School of Law, where she graduated cum laude and Order of the Coif. She was awarded Outstanding Public Interest Advocate, Outstanding Prosecution Intern, and successfully competed with the Mock Trial Team while at USD. Courtney completed her undergraduate degree in Anthropology with Honors at the University of California at Berkeley.

Ann Owens – Member-at-Large

is a current Alzheimer’s San Diego Board member, and also serves on their Strategic Planning and Compensation Committees. Ann was formerly on the Board of the Alzheimer’s Association – San Diego Chapter and served as Board Chair. In 2014, she retired from Qualcomm after 16 years of service where she was Senior Vice President of Human Resources. Ann managed the Total Rewards Management function, which included providing oversight for the company’s global compensation, benefits and stock programs, as well as executive total rewards and HR information systems. During her tenure, she created and led two other functions: Global Employee Health Services, which included management of the onsite health clinic, and HR Strategy & Compliance, which focused on acquisition activity and regulatory compliance within human resources operations. She served in an advisory and leadership capacity to several human resources groups.

Prior to joining Qualcomm in 1998, Ann worked at several high-tech companies, where she managed compensation, benefits and HR systems. During her 30+-year career, she designed and implemented organization structures resulting in increased productivity and employee satisfaction and has served on a global re-engineering team chartered with overhauling business processes to increase operations effectiveness. She has also led acquisition and new business start-up activities, successfully creating and implementing staffing strategies for rapid new market integration.

Dan Outcalt – Treasurer

most recently led a North American SaaS sales organization as Vice President – Management Cloud, bringing new cloud-based software products to market at Oracle Corp. Dan managed quotas in the hundreds of millions in size and teams of up to 50 people in scope. Prior to joining Oracle, Dan worked for two start-up software companies – StrongMail and Bocada. Before that, Dan led sales teams in the U.S. at Wall Data, Network Appliance and Hitachi Data Systems, with direct P&L responsibilities, driving significant year-over-year revenue growth.

Dan is very active in the San Diego venture capital and start-up communities and has completed numerous consulting projects with early stage companies in the region. He enjoys reducing technical complexity to easily understood business benefits and has been a featured speaker with audiences all-across North America.

Dan holds a degree in Management from Purdue University and an MBA from the University of Colorado – Denver.

Ron Greenwald – Advisory Board Chair

has been networking in San Diego County for 30+ years, connecting the dots by bringing great people and good ideas together that result in a winning proposition for all involved. His passion for real estate and our aging adult’s quality of life has resulted in his teaming with his business partner, Patti Gerke to be a co-founder of the Senior Stay or GoTM Program. Ron is the co-host of, “Senior Stay or GoTM” a TV show that advocates, entertains, informs, and educates the public about issues facing today’s senior population.

Whether fundraising for the YMCA or bell ringing for The Salvation Army, Ron looks to connect with people. The ultimate team player – his real estate focus on probate, estate, and trust sales have allowed him to forge strategic alliances with estate planning attorneys, private fiduciary’s, bank trust officers, and financial advisors.

Estate Planning and Long Term Care Class

 

Estate and Long Term Care Planning involves planning for how an individual's assets will be managed, preserved, and in time, distributed. This could include how to plan around an individual's properties and financial obligations in the event s/he becomes incapacitated. Whether you have support or need information to do it on your own it is essential to create an estate plan.

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