Philanthropy
Live CE and CLE Virtual Forums

January 12-14 | January 19-21

During two weeks in January, we’ll provide HNW advisors and estate planning professionals expert perspectives on how the unprecedented events of 2020 will impact future wealth planning strategies—with live, interactive forums paneled by Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts. See event calendar.

Single-Click Registration

Once you register for one webinar, simply click on any other sessions
you wish to attend—and you’re automatically registered.

Philanthropy

Our 12-part Virtual Forum program includes these two timely events shedding fresh light on charitable giving issues in the wake of the recession and coronavirus

Tuesday, January 19th • 11:00 am ET

How to Handle Appraisals for Donations of Property

Explains how the 30% of adjusted gross income limit on gifts of appreciated assets affects appraisals—and why for real estate, art or other property, it’s important to carefully manage the process of appraisal. Register

Speaker

Robert F. Sharpe
Philanthropic Consultant

Robert F. Sharpe

Speaker

Heath R. Delay
Co-Founder and Principal

Redlands Corporation

Moderator

Susan R. Lipp
Editor in Chief

Trusts & Estates

Wednesday, January 20th • 2:00 pm ET

Quid Pro Quo for Charitable Gifts

Steps planners through requirements for quid pro quo (QPQ) gifts—payment made partly as a contribution and partly in consideration for goods or services—and the special rules regarding tax deductions. Register

Speaker

Rachel Sherman
Principal

Cummings & Lockwood

Speaker

Katherine Gent
Associate, Private Clients Group

Cummings & Lockwood

Speaker

Jeffrey D. Haskell
Chief Legal Officer

Foundation Source

Moderator

Anna Sulkin
Associate Legal Editor

Trusts & Estates

Panel Sponsor

WHO SHOULD ATTEND

• HNW investment advisors
• Financial planners
• Estate-planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to non profits and foundations
  

“It’s a great way to start off the year with quality education designed to provide a clearer understanding of what the future holds for wealth planning—and get an early jump on CE and CLE for 2021.”

—Susan Lipp, Editor in Chief,
Trusts & Estates

Continuing Education (CE) and Continuing Legal Education (CLE) Credits:

CFP, CIMA®, CPWA®, CIMC®, RMA®, AEP® and NACLE credits have been applied
for and are pending approval.

Not able to attend the live events?�

Archived versions of Trusts & Estates Virtual Forums are available for viewing on-demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.

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