The Pittsburgh Foundation

Event

CLE webinar: Client conversations that connect planning and philanthropy

Tuesday, August 25, 2020 10:00 am

WEBINAR: TUESDAY, AUG. 25, 2020 at 10 a.m. 

If you missed this program we hosted in June, please plan to attend this webinar on Aug. 25 at 10 a.m., hosted by the Allegheny County Bar Association. 

For many, philanthropy is an important part of estate planning. This program will offer guidance for attorneys on how to have conversations related to philanthropy and estate planning.

Led by Kate McKenzie, assistant director of development at The Pittsburgh Foundation, the panel will discuss how to connect clients to the joys of personal philanthropy. Topics will include the importance of knowing your client, your charitable community and the wide array of planning options and techniques. Panelists are R. Douglas DeNardo of Galanter Tomosovich LLC, and Gregory Allison of Schneider Downs.

The program will also provide the following information: 

  • Guidance on how to create client opportunities.
  • Disclaiming a charitable remainder trust interest.
  • Why and when to convert a private foundation.
  • The SECURE Act and changes that can foster charitable planning.
  • Estate planning strategies.

REGISTER ONLINE

This program has been approved for 1 hour of Substantive CLE credit.
 

This will be a Distance Learning CLE. Deadline to pre-register is Sunday, Aug. 23, 2020, 11:59 p.m.

To register by mail, print and return the hard copy registration form.

COST TO ATTEND

ACBA Member: $35.00
ACBA Member - Student: Free
Non-ACBA Member: $60.00
Non-ACBA Member - Student: $10.00
Probate and Trust Section Member: Free
Westmoreland Bar Association Member: Free