Philanthropy & The Great Wealth Transfer: Savvy Planning Strategies

Harrison & Held Partner Natalie Perry presents at the Estate Planning and Probate Law Section PRMCLE Program on August 25, 2022.

Since the onset of the pandemic, philanthropy has taken on a significant role in helping our nation and communities address their most pressing challenges. With the aging of the baby-boomer generation, an unprecedented transfer of wealth is underway this decade that has the potential to create extraordinary impact. Helping clients harness the power of their wealth to maximize benefits for themselves and their loved ones while mitigating their tax liabilities and making a difference for their community and favorite charities is an invaluable service. Through this program you will learn about: 1) the latest charitable giving trends; 2) the impact of the great wealth transfer; 3) how to talk to clients effectively about contributing charitable gifts; and 4) charitable giving strategies to reduce client estate and income taxes. Case illustrations will also be discussed to help you apply these strategies successfully. 

Speakers:  Natalie M. Perry, JD, CPA, Harrison & Held, LLP and Michael R. Sitrick, JD, CFRE, DuPage Foundation

Date and Time: Thursday, August 25, 2022 from 12:00 pm – 1:00 pm

Location: Live Webinar via Zoom

Credit Awarded: 1.0 PRMCLE (pending approval)