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2023 Charitable Planning Symposium
Credit(s):
4 CLE
Course Number:
8004
Original Program Date:
October 20, 2023
Duration:
3 hours 45 minutes
Access:
Available for 90 days after event date (01/19/2024)
This 4-credit hour program is a “must see” for charitable planning and advising clients on exempt organizations! Presentations will include planning tips and practice pointers based upon recent developments in charitable planning and the governance of exempt organizations, drafting tips for a charitable gift agreement using a case study, succession planning for family foundations, and charitable planning considerations for artists and art collectors.
09:30 AM - 09:35 AM Welcome and Introductions Denise Cazobon, Naples
09:35 AM - 10:25 AM Charitable Planning for Art Collectors and Artists Paul A. Ferrara, New York
10:25 AM - 11:15 AM Planned Giving Tips and Practice Pointers Based Upon Recent Developments Jeff Spina-Jennings, Vero Beach David Torre, Winter Park Alyssa Razook Wan, Miami
11:15 AM - 11:30 AM Break
11:30 AM - 12:20 PM Succession Planning for Family Foundations Jason J. Kohout and Emmaline S. Jurgena, Milwaukee, WI
12:20 PM - 01:10 PM Drafting a Charitable Gift Agreement: A Case Study Jennifer W. Jones, Miami/Ft. Lauderdale
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