CLE on Charitable Giving Techniques

The ALI-CLE and the ABA Section of Taxation is co-sponsoring a live course and video webcast entitled, Charitable Giving Techniques, on Thursday-Friday, May 2-3, 2013 at the Washington Plaza Hotel in Washington D.C. Provided below is description of the event:

Acquire the knowledge to advise your clients not just on compliance with past and proposed new regulations, but also on how they can incorporate a range of incentives into their ongoing financial planning.

Taught by a distinguished national faculty of experts in the field, this annual course, comprising at least 12 full hours of instruction including one hour of ethics, is a comprehensive review of lifetime and testamentary charitable giving techniques, including a full discussion of recent statutory provisions. It addresses the technical, mechanical, and legal sides of the issues, with practical applications and “tips from the trenches.”

The first half of the first day offers two tracks at different levels of complexity, allowing you to attend the track that is right for you. One track serves as a crash course or refresher in the basic aspects of charitable giving techniques. The alternative morning track is for those looking for more advanced analysis. Following the Thursday lunch break, all registrants come together for the remainder of the course, which focuses on more challenging issues and is taught at an advanced level, thereby allowing the faculty and registrants to delve more deeply into important topics, such as:

• Use of private foundations, donor-advised funds, and supporting organizations
• Post mortem charitable planning
• Charitable giving tax pitfalls
• Life insurance
• Hot topics and case studies in planned giving
• Best practices in development – lessons learned

The faculty also spends a full hour discussing ethics problems that routinely challenge charitable giving practitioners. This course includes CLE ethics credits.