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When Bad Things Happen To Good Intentions
  
 

 

Trust & Estates
 
 

Wednesday, March 9, 2016  

2:00 p.m. ET

  
REGISTER NOW
 
     
 
Join this webinar as we provide an overview of who makes charitable gifts (in terms of age, gender, etc.) and how the best charitable intentions can go wrong unless the donor and advisor proactively cooperate with each other, as well as with charitable recipients.

How can advisors better work with both the donors and charities to balance both their needs and make the gift the donor wants to make and can afford? We will also discuss the role of the advisor in the charitable giving process prior to, during and subsequent to a donor making a gift.

 

 

Presented By:

 


Trust & Estates

In Partnership with:

 

  

Our Speakers

Robert Sharpe
Chairman
The Sharpe Group


Julia Chu
Director, Wealth Planning
Group
Credit Suisse Securities LLC

Christopher P. Woehrle
Assistant Professor of

Taxation

The American College

of Financial Services

 
 
 
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Trust & Estates
 

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