2011 and beyond: What every estate planner needs to know: Helping you help your clients with charitable giving in a time of uncertainty
Presented by Brent Andrewsen, Kirton and McConkie and Fraser Nelson, Community Foundation of Utah and Sponsored by Merrill Lynch
Sweeping changes are affecting the world of philanthropy. The dramatic growth of new wealth, the desire of individuals to be more involved with their charitable giving, the increasing diversity of potential donors and the intergenerational transfer of wealth are just a few factors influencing this change. Ethical considerations, fiduciary liability issues and staying abreast of current developments can be challenging. Changes to tax laws, and the uncertainly of the financial markets mean that everyone involved in estate planning is seeking more guidance than ever. We can help!
Please join us for a 2 hour CLE / CPE discussion about ways you can assist your clients with charitable giving.
This event features Brent Andrewsen, one of Utah's leading estate planning attorneys and Fraser Nelson, who leads the Community Foundation of Utah, a nonprofit organization dedicated to supporting professional advisers as the help clients consider charitable giving options. We promise you a valuable afternoon, providing innovative ideas that will help you better consult with your clients about charitable giving.
Tuesday November 15, 2011 from 11:00 am – 1:30 pm
St George Library, 88 West 100 South, St. George, UT 84770
Kindly RSVP to Tel (435) 634-9991
