Planning With Purpose: Legal Insights into Charitable Giving

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 c... More Info