Cannon Estate Planning Teleconference: Compounding Complications in Charitable Giving - 8/23

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 

Compounding Complications in Charitable Giving
 
Tuesday, August 23, 2022
12:00 pm – 1:00 pm
Streaming access is available
 

Summary of Teleconference:
Outside the context of outright gifts of cash to a public charity, charitable giving can be complicated.  Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities, split-interest charitable trusts, farm or residence remainder interest gifts, gifts of equity in a closely-held entity and IRA charitable rollovers.  This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary, including:

Speakers will address:

  • Emerging Issues Surrounding Donor Advised Funds

  • Conservation Easements

  • Internal Revenue Code Section 642(c) Deduction

  • Mismatch Between Gross Estate Inclusion and Charitable Deduction


Register for the teleconference by sending an email to jennifer.julius@pnc.com.

Streaming information, as well as the teleconference material, will be sent to you by return email.


There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC

Sarah Croft