Charitable Planning: Making the Charitable Vision a Reality 2023 | American Bankers Association (ABA) | 4 October 2023 | Webinar
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Thu Oct 5 UTC (about 1 year ago)
In your timezone (EST): Wed Oct 4 8:00pm - Wed Oct 4 8:00pm |
| Location | Webinar |
| Region | All |
Details
This webinar will summarize the options for implementing a donor’s charitable vision.
Discussion Highlights
• Working with clients to develop their charitable vision and to evaluate potential options
• Whether and how to involve future generations, and potential structures to facilitate those options
• Family dynamics
• Changing values and goals across generations
• Ways to facilitate the involvement of future generations
• Pros and cons of working with multiple family members
• A review of Environmental, Social, and Governance (ESG) Investing, and how to discuss and implement such investments
• Potential roadblocks and pitfalls to charitable vehicles
Speakers
2022 Past Speakers
Thomas W. Abendroth
ArentFox Schiff LLP
Stephen W. Murphy
McGuireWoods LLP