This site uses cookies to improve your browsing experience, gather site analytics and activity, track shopping cart contents, and deliver relevant marketing information.
View our privacy policy and manage your settings here. By using our site you agree to these terms.

Current Issues in Charitable Giving

Thursday, March 7, 2019 • 1:00 - 3:00 p.m. ET


Important developments in charitable planning tax strategies, in particular the impact of changes in the 2017 tax act will be discussed.

Discussion Highlights:

  • Impact of the 2017 Act tax rate changes and the higher standard deduction
  • New limits on certain charitable gifts
  • New excise taxes for charitable organizations
  • Update of the regulations on substantiation of charitable gifts and strict enforcement of the substantiation rules
  • Charitable planning in light of the higher estate tax exclusion
  • Recent case law on conservation easements
  • Possible new rules for Donor Advised Funds

The 2019 Trust and Estate Planning Briefing/Webinar series addresses key topics in estate planning and trust administration and allows participants to earn important continuing education credits. Register for multiple Briefings and save. Recordings are available.

This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

Speakers:

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP
 

 Continuing Education Credits

 

ABA Professional Certifications is reviewing this program for continuing education credits for the live program and the recording.

CPE logo

The Certified Financial Planners Board is reviewing this briefing/webinar for continuing education credits. Recordings are not eligible for CFP credits.

This group-live event is being reviewed for CPE credits for CPAs. Recordings are not eligible for CPE credits. No prerequisites required.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

​​Questions? Please contact Linda Shepard / Cari Hearn for more information.
 

 Pricing & Purchasing

 

Live Briefing or Recording
ABA Member • $265
Non-Member • $395

Registration information available soon.

Live registration provides a connection for one room where unlimited listeners can be present, and streaming recording access FREE for 7 days.

 

 Audience

 
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs
 

 Related Briefings

 
 

 About ABA Briefings