Program Date: Friday, May 19, 2017
Panelists: John A. McBrine and Aimee Fukuchi Bryant, both of Nutter McClennen & Fish LLP
Program Chairs: Sara Goldman Curley of Nutter McClennen & Fish LLP and David L. Silvian of Day Pitney LLP, co-Chairs of the Estate Planning Committee
Materials: To view the program materials, click here.
Summary of Program Topic: The panelists for this program discussed the basics of advising clients interested in making charitable gifts, including a discussion of considerations when making gifts of different types of assets, either during life or at death, evaluating the use of a private foundation or a donor advised fund. The panelists also covered an overview of deferred giving vehicles, such as charitable remainder trusts and charitable gift annuities.
