Charitable giving is an increasingly important element of modern estate planning, and attorneys must be prepared to guide clients through the full range of available options. This CLE program will examine how to incorporate philanthropic goals into estate plans using a variety of strategies, from simple bequests in wills and trusts to more sophisticated vehicles such as charitable trusts, donor-advised funds, and private foundations.

The program will also address the tax dimensions of charitable planning, including income, estate, and gift tax implications that can affect both the client and chosen beneficiaries. In addition, attendees will gain insight into New York–specific rules and requirements that impact how charitable gifts are structured and administered.

Through practical discussion and planning examples, participants will learn best practices for advising clients who wish to integrate charitable giving into their estate plans, ensuring that their charitable goals are achieved while also maximizing tax efficiency and compliance.