WORKSHOP: The Basics of Charitable Planning

Date: Friday, November 2, 2018
Time: 8:30am - 10:00am
Location: Quarles & Brady, 300 N. LaSalle Street, Suite 4000 Chicago
Speaker: Pat Bitterman, Quarles & Brady

Sponsored by Quarles & Brady 

 

Please join us on November 2nd when Pat Bitterman, Quarles & Brady will present Basics of Charitable Planning.  This presentation will focus on a range of charitable giving vehicles, including charitable gift annuities, charitable remainder annuity trusts and unitusts, charitable lead annuity trusts and unitrusts, donor advised funds and private foundations.  There will be a discussion of the requirements for creating each vehicle, the tax implications, and the appropriateness of each vehicle for a donor's individual circumstances."

8:00 a.m. - Continental Breakfast available

8:30 - 10:00 a.m. - Presentation

 

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