About the Event
As we get closer to the end of the year, many of our clients consider charitable gifting. The importance of gifting is evident as shown in the 2015 U.S. Trust Insights on Wealth and Worth® survey, which indicates that 78% of respondents consider giving back to society as a vital component to a meaningful and well-lived life. These gifts represent not only our clients' passions and interests, but can also trigger significant financial and tax implications. With the increasing importance of gifting, are you properly prepared to answer these client needs? Please join us for a panel discussion to explore philanthropic strategies and the associated tax considerations. This program is especially important to professionals serving the new market of high net worth millennials.
What You Will Learn
You will obtain important practical skills in helping high net worth individuals, including millennials, "give back." Our distinguished panel will discuss the practical and tax considerations involved in:
1. Gifting unique assets, such as art, land and conservation easements to nonprofits.
2. The non-profit's perspectives on the acceptance of such unique gifts.
3. Creating charitable remainder and lead trusts.
4. Creating private foundations and setting up donor-advised funds.
In each case, the focus will be on the practical considerations involved.
About the Speakers
Please click on each name below to read the speaker's biography.
Ramsay H. Slugg
Managing Director, National Wealth Strategies Group
U.S. Trust
Henry B. Greenberg, J.D., LL.M., CFP
Managing Director and Wealth Planning Solutions Northeast Division Executive
U.S. Trust
Morris N. Robinson, Esq., CPA, LL.M
Founder and Managing Director
M. Robinson & Company
Patricia Weisgerber, Esq., LL.M
Associate
M. Robinson & Company
Jodi Wolin
Director of Development
Rose Kennedy Greenway Conservancy
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