Donor event: estate planning in uncertain times

Thursday, Nov. 16, 2017 from 11:30 a.m. to 1 p.m.

By invitation only

The tax code is receiving attention from both the executive and legislative branches of the federal government and it is important to be prepared for any potential ramifications. Points to consider include:

• How could various proposals affect your income and estate?
• Are there charitable giving options that should be examined as part of your estate planning, given potential changes to the tax laws?
• Would it be a benefit or a detriment to your estate and its beneficiaries if the tax system remained unchanged?

The Pittsburgh Foundation has the resources and expertise to guide you through any possible situation and contingency. Heather C. Stumpf, senior attorney at Clark Hill’s personal legal services practice group, will answer questions on the complexities of estate and trust documents, including planned giving, special and supplemental needs trust provisions, tax planning implications and the division of assets.

If you have questions about this event or starting a fund at The Pittsburgh Foundation, please call 412-391-5122.