Philanthropy and the Next Generation: What Advisors Need to Know
Program Number: 1980
Program Date: 10/15/2009
Description
According to a number of studies, during the next 20-25 years, approximately $40 trillion of wealth will be transferred to the next generation and approximately $6 trillion will be invested in charitable organizations. The challenge and opportunity for advisors is to ensure that their clients fully understand the legal and financial options relative to their lifetime and legacy planning. What strategies and estate planning vehicles are available to donors during their lifetime and to families after the death of the donor? Join Betsy Brill, President of Strategic Philanthropy, Ltd. and David Shoub, Attorney with Anthony J. Madonia & Associates, Ltd., as they discuss such topics as:
• How advisors can effectively prepare the next generation for charitable stewardship
• Legal and tax strategies for effective succession planning
• Connecting lifetime and legacy giving
Available in states
Arizona, California, Colorado Eligible, Florida, Georgia, Missouri, New Jersey Eligible, New York, Texas Self Study
Credit Information
50 minute credit hour - 1.0 General CLE credit
60 minute credit hour - 1.0 General CLE credit
State Program Numbers
Program Categories
Corporate and Securities Law
Estate Planning
In-House Counsel
Securities & Investing
Taxation Law
Presenters
Betsy Brill Strategic Philanthropy, Ltd. |
Betsy Brill is the Founder and President of Strategic Philanthropy, Ltd., a Chicago based global philanthropic advisory practice that designs, manages, and supports effective and meaningful charitable giving for individuals and families, the corporate community and established foundations. She holds an MBA in International Management from the American Graduate School of International Management (Thunderbird) and a certificate in non-profit management from Roosevelt University, and she is the author of numerous articles for legal and financial advisors about Philanthropy. Ms. Brill is a member of Grantmakers Without Borders, The Philanthropic Advisors Network of the Council on Foundations, The National Network of Consultants to Grantmakers, and she was a founding steering committee member of the Chicago Global Donors Network. |
David E. Shoub, Esq. Anthony J. Madonia & Associates, Ltd. |
David E. Shoub, Esq. is of counsel to the law firm of Anthony J. Madonia & Associates, Ltd., where his practice is concentrated in the areas of estate planning and taxation for high net worth individuals, including the design and implementation of comprehensive estate plans (which in turn include estate, income and gift tax planning, as well as charitable planning). Mr. Shoub, who has been engaged in the private practice of law since 1980, is also a CPA. He previously worked for the Internal Revenue Service, and he practiced taxation with Wolf & Company, a national certified public accounting firm, where he served as the National Tax Director of the firm. An active member of national, state and local bar associations and a founding member of the National Network of Estate Planning Attorneys, Mr. Shoub frequently lectures on estate planning issues. |
Categories
- Advertising
- Antitrust Law
- Arbitration & Alternative Dispute Resolution
- Asset Protection
- Bankruptcy Law & Creditor Rights
- California Participatory MCLE Programs
- Colorado Homestudy
- Communications and Media Law
- Computer, Internet & E-Commerce Law
- Constitutional Law
- Construction Law Series
- Copyright Law
- Corporate and Commercial Law
- Corporate and Securities Law
- Criminal Law & White Collar
- Criminal Practice & Procedure
- Data Security and Outsourcing
- Domestic Relations
- E-Discovery
- Elimination of Bias--Special ethics
- Employment & Labor Law
- Environmental Law
- Estate Planning
- Ethics & Professionalism
- Federal Courts
- Green Technology
- Health Care Law
- In-House Counsel
- Insurance Law
- Intellectual Property Law
- International Law
- Law Practice Management
- Litigation & Litigation Skills
- Negligence, Malpractice & Personal Injury
- New York Accredited
- North Carolina
- Not Available for CLE Credit
- Oil & Gas Law
- Patent Law
- Privacy and Data Security
- Privacy Law
- Professional Development
- Real Estate
- Regulatory and Administrative Law
- Securities & Investing
- Skills
- State Specific Programs
- State Specific: CA (qualifies for Elimination of Bias)
- Substance Abuse & Bias
- Tanenbaum on Technology Law
- Taxation Law
- Technology Law
- Texas Participatory CLE Programs
- Trademark Law

