Mark Blumberg will be speaking on “Planned Giving and the Elderly Client” conference on January 23, 2015

Here is the description of the presentation:


Planned giving arrangements allow your client to help others and the causes that they wish to support after they are gone. Gifts of this type should be made part of a long-term tax, financial and estate planning strategy.

This session will look at methods for achieving goals while maximizing tax and estate planning benefits.

• What constitutes a gift in the planned giving setting

• Practical issues facing planned giving officers and professional advisors

• Legal, and ethical aspects of the planned giving

• Who can be the beneficiary for tax planning purposes

• Planned giving alternatives: choice of options

• Clarifying client’s planned giving goals

Here is the complete brochure