Philanthropy and the Next Generation: What Advisors Need to Know

Expired

Program Number

1980

Program Date

2009-10-15

CLE Credits

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