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Charitable legacies: Preparing for potential implications
June 18, 2025 @ 12:00 pm – 1:00 pm EDT
Free
1 CPE credit
Considering a charitable legacy as part of your estate plan? This session may assist families, family offices, and privately held businesses preparing for the future. We’ll explore how a broad review may address both tax and non-tax considerations to meet your philanthropic goals while preparing the next generation for future responsibilities. We’ll discuss:
Key potential IRS examination issues
Planning to incorporate charitable legacies into your estate plan
Tax implications of charitable contributions
Preparing heirs and successors for administrative duties
