April 2018

Kirsten Wolff presents “Charitable Lead Trusts Demystified” at the Conference on Charitable Giving 2018

Share

The Conference on Charitable Giving 2018, Presented by Stanford University’s Office of Planned Giving and Silicon Valley Community Foundation

Building on the educational reputation, networks and charitable expertise of Stanford University’s Office of Planned Giving and Silicon Valley Community Foundation, the Conference on Charitable Giving will feature distinguished speakers and panelists presenting topics of interest to legal and financial advisors as well as philanthropic professionals in the field of charitable gift and estate planning.

  • Charitable Lead Trusts Demystified – Kirsten Wolff, Esq., Partner, Sideman and Bancroft

A Charitable Lead Trust (CLT) is not the most well-known charitable planning vehicle, but with a change in the tax code they may become more common. This presentation will provide a brief overview on the structure and requirements for a CLT and mainly cover case studies for when a CLT could be the most advantageous. This sessions will also explain why the Tax Cut and Jobs Act of 2017 could make this vehicle more attractive to your clients.

Thursday, May 10, 2018
8:30 a.m. to 5 p.m.

Stanford University
Frances C. Arrillaga Alumni Center
326 Galvez Street