When:
November 18-20, 2024
Hosted By:
Fox Rothschild and Strazzeri Mancini LLP
People:
Peter S. Myers, Eric A. Bevan
Location:
Santa Barbara, CA
Intrafamily Gifting and Charitable Planning: Cleaning Up Messes, Avoiding Pitfalls and Capturing Opportunities for Fiduciaries and Attorneys
The 2024 Fiduciary Attorney Summit, co-sponsored by Strazzeri Mancini LLP, offers fiduciaries and attorneys three days of continuing education programming and networking in the heart of Santa Barbara wine country. This year’s FAS will get you in the Thanksgiving spirit, with a timely theme focused on giving.
Join us to learn everything you need to know about gifting and charitable planning, maximizing contributions, minimizing tax consequences and providing affirmative tax benefits.In addition to our classic panel discussions, our interactive and case-study sessions will put you in the seat of the adviser! Under the guidance of our speakers, you'll collaborate with your peers to determine the best course of action.
Our presenters will discuss:
Expiration of the lifetime exclusion amount (AEA or BEA)
Collaboration with charities
Annual exclusion use: plan using tax-favored assets, including life insurance strategies
Philanthropic LLCs
Attraction and engagement of successful families and business owners through collaborative partnering
Charitable planning strategies for the mass affluent client (net worth of $1 million to $10 million) versus the ultra-high-net-worth client (net worth of $20 million to $200+ million)
Alphabet soup of charitable strategies
Gift-tax return audits
Psychological approaches to adult estrangement and estate planning
We’re bringing this year’s theme to life through a silent auction and other fundraising opportunities to benefit the Autism Discovery Institute at Rady Children’s Hospital.
Please note that there is a cost to attend.
Specialization credit for Estate Planning, Trust and Probate Law pending approval.
Original source can be found here.