Charitable Planning in Today’s Environment: What Every Estate Planner Needs To Know
What You Will Learn
- Panelists share their perspectives and expertise on the intersection of family law and estate planning practice and discuss practice pointers and pitfalls to avoid when drafting and negotiating pre- and post-nuptial agreements.
What You Will Learn
- Panelists share their perspectives and expertise on the intersection of family law and estate planning practice and discuss practice pointers and pitfalls to avoid when drafting and negotiating pre- and post-nuptial agreements.
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Price
$110
for CLE/CJE Credit - MEMBER (Philadelphia Bar Association)
$130
for CLE/CJE Credit - NON-MEMBER
$35
for NON-CLE Credit/Law Student - Members (Materials Included)
$45
for NON-CLE Credit/Law Student - NON-Member
120 minutes
Date Published
March 8, 2022
Publisher
Philadelphia Bar Association
Subjects
Non-Profit, Probate, Trusts & Estates Planning and Administration
Questions
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Summary
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Charitable Planning in Today’s Environment: What Every Estate Planner Needs To Know
Encore program originally presented Tuesday, March 8, 2022
Panelists includes a boots on the ground nonprofit attorney with a long history of assisting nonprofit organizations and a Senior VP and Director of Wealth Management of a local trust company who was the former Chief Philanthropy Officer for a community foundation. The panelists address the challenges involved in planning for your individual and nonprofit clients in today’s changing environment
Hear guidance on the following topics:
- The Charitable Climate Through the Pandemic
- Donor Advised Funds
- How do they work?
- Which clients may benefit from using DAFs?
- How do DAFs partner with clients’ private foundations andliquidation events?
- Gifts to Public Charities – including with non-cash assets
- Gifting from Retirement Assets
- Bunching Contributions
- Legal Issues Nonprofits Face in Fundraising
- Fundraising
- Gifting and Grant Agreements
- Donor Restrictions on Gifts
- Tax Issues Organizations may Encounter
Featured Speakers:
Noel A. Fleming, Esq.
Fleming Petenko Law
Elizabeth B. Wagner
SVP Director of Institutional Wealth Management, Bryn Mawr Trust
0040ODV
Program Titles and Supporting Materials
This program contains the following components:
Media Files
Downloadable Files
Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.
How to Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.
Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.
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