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Charitable Giving Planning in Trusts and Estates - Part 2

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Charitable giving can be a major portion of clients' trust estate planning and introduce substantial complexity.

Charitable giving may be motivated less by a desire for tax savings and more by a desire to have an impact on a specific charity or a community. Clients may also want to retain some measure of control during their lifetimes over the property they are donating and retain income from the property.

Though there is a vast array of vehicles and planning techniques to achieve these goals, working through the alternatives is daunting.

This program provides a practical guide to the range of charitable giving vehicles, planning techniques to achieve client goals, tax and non-tax tradeoffs, and integrating charitable giving with overall estate plans.

Part 2 topics include:

  • Advantages and disadvantages of using private foundations, supporting organizations, and donor-advised funds
  • Structuring funds to provide maximum flexibility to the endowment and satisfy donor demands for control
  • Donating illiquid and difficult-to-value assets to charity – real estate, interests in closely held businesses, works of art
  • Review of faith-based giving initiatives and related legal issues

Friday, April 8, 2022
1:00–2:00 PM


  • Daniel L. Daniels, Wiggin and Dana LLP, Greenwich, CT
  • Michael Lehmann, Dechert LLP, New York, NY

April 8, 2022

North Carolina: 1.00 MCLE Hour

See pricing below.