General Credit Hours:4
CDs/DVDs may not ship until 4-6 weeks after the original program date below.
Original Program Date: October 20, 2023
CLE Credit Expiration Date: April 30, 2025
This 4-credit hour program is a “must see” for charitable planning and advising clients on exempt organizations! Presentations will include planning tips and practice pointers based upon recent developments in charitable planning and the governance of exempt organizations, drafting tips for a charitable gift agreement using a case study, succession planning for family foundations, and charitable planning considerations for artists and art collectors.
5 Minutes
Welcome and Introductions
Denise Cazobon, Naples
50 Minutes
Charitable Planning for Art Collectors and Artists
Paul A. Ferrara, New York
50 Minutes
Planned Giving Tips and Practice Pointers Based Upon Recent Developments
Jeff Spina-Jennings, Vero Beach
David Torre, Winter Park
Alyssa Razook Wan, Miami
50 Minutes
Succession Planning for Family Foundations
Jason J. Kohout and Emmaline S. Jurgena, Milwaukee, WI
50 Minutes
Drafting a Charitable Gift Agreement: A Case Study
Jennifer W. Jones, Miami/Ft. Lauderdale
5 Minutes
Closing Remarks
Denise Cazobon, Naples
Course Number:8004
Credit Hours:
General Credit Hours:4
Real Estate Credit Hours:4
Tax Law Credit Hours:4
Wills, Trusts, and Estates Credit Hours:4