The Philanthropic Testator: Effective Testamentary Charitable Giving (Archived Video Stream)

Jan. 17, 2024
Online

OBA Trusts & Estates Law PROGRAM | Original Program Date: January 17, 2024

A charitable gift in a will can be an excellent way to achieve a testator’s philanthropic goals, but careful planning is essential to address all aspects of those goals. These can include effective tax planning, avoiding confusion about the intended beneficiaries of the gift, and minimizing the risk of estate litigation.

Join our panel of experts as they dive deep into the issues and opportunities presented in testamentary charitable giving, including:

· Ways in which a gift can be structured in a tax effective manner.

· The pros and cons of direct designations of registered accounts.

· What is more impactful for an organization: donations of securities, cash or other in-kind gifts? and

· Drafting errors and pitfalls planning lawyers should avoid.

Additionally, the panel will provide brief comments on the impact of the amended Alternative Minimum Tax rules in the charitable sector. Don’t miss this opportunity to gain valuable insights from our outstanding faculty who will be speaking from the perspectives of the planning lawyer, receiving charitable organization, and litigating lawyer.

PROGRAM CHAIR

Gosha Sekhon, Sekhon Legal Services

PROGRAM SPEAKERS

Adam Aptowitzer, KPMG Law LLP
Malcolm Burrows, Aqueduct Foundation
Hayley Peglar, WeirFoulds LLP

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Viewer Specifications for Webcast

Adobe Acrobat Reader 10.0+
High-speed internet connection
Modern web browser, e.g. Internet Explorer 11+

Cost
For 1 to 3 Participants
CBA Member: $116*
Non-Member: $172*

For 4 or more Participants
CBA Member: $167*
Non-Member: $223*
E-Materials included in the registration fee
*plus applicable taxes

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