Leave Your Legacy

Marivel Zialcita ’02

As an estate planning attorney, Marivel Zialcita ‘02 helps thousands of people every year create their legacy. Whether it’s establishing a college fund for grandchildren, establishing a family foundation, or leaving money to a favorite charity, Marivel offers creative ways to make all those things happen.

When it came time to create her own estate plan, it didn’t take Marivel long to realize that she wanted to include California Western in her plans. “I am able to do this work because of California Western.” While there are many ways to leave a legacy, Marivel decided to name California Western School of Law a beneficiary of her life insurance policy. “Purchasing life insurance costs me literally pennies on the dollar and it’s money that is not realized while I’m alive really, so it’s a good investment for me and allows me to leave a legacy.” Marivel shared that her clients get excited when they decide how they are going to leave their legacy and when it is right, it feels so good. Marivel knew that making a deferred gift through life insurance was right when she felt that excitement and could not contain her smile anymore!

Marivel recalls fondly that, “the school was, and continues to be, incredibly forward thinking with the most supportive staff and faculty. I am the lawyer that I am today because of California Western, and I am beyond happy to leave my legacy at California Western.”

For more information on designating CWSL as the beneficiary of your life insurance policy or to learn about other ways you can leave a legacy at California Western contact Dani Dawson, Vice President of Institutional Advancement, at ddawson@cwsl.edu 01

Three easy ways to give life insurance to California Western:

NAME US AS A BENEFICIARY OF

THE POLICY. This gift is as simple as updating your beneficiary designation form with your policy holder. You can designate us as the primary beneficiary for a percentage or specific amount or a contingent beneficiary.

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MAKE AN OUTRIGHT GIFT OF AN

EXISTING POLICY. You can name us as owner and beneficiary of an existing policy. You qualify for a federal income tax charitable deduction when you itemize on your taxes. If you continue to pay premiums on the policy, each payment is tax deductible as a charitable gift you itemize.

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MAKE AN OUTRIGHT GIFT OF A

NEW POLICY. You can take out a new policy and irrevocably name California Western as the owner and beneficiary of the insurance contract. Whether you make one single premium payment for the policy or pay annual premiums, each payment is tax deductible as a charitable gift when you itemize on your taxes.