2011 and beyond: What every estate planner needs to know: Helping you help your clients with charitable giving in a time of uncertainty
Presented by Brent Andrewsen, Kirton and McConkie and Fraser Nelson, Community Foundation of Utah and sponsored by Merrill Lynch
Sweeping changes are affecting the world of philanthropy. The dramatic growth of new wealth, the desire of individuals to be more involved with their charitable giving, the increasing diversity of potential donors and the intergenerational transfer of wealth are just a few factors influencing this change. Ethical considerations, fiduciary liability issues and staying abreast of current developments can be challenging. Changes to tax laws, and the uncertainly of the financial markets mean that everyone involved in estate planning is seeking more guidance than ever.
We can help!
Please join us for a 2 hour CLE / CPE discussion about ways you can assist your clients with charitable giving.
This event features Brent Andrewsen, one of Utah's leading estate planning attorneys and Fraser Nelson, who leads the Community Foundation of Utah, a nonprofit organization dedicated to supporting professional advisers as the help clients consider charitable giving options.
We promise you a valuable afternoon, providing innovative ideas that will help you better consult with your clients about charitable giving.
Tuesday November 15, 2011 from 11:00 am – 1:30 pm at the St George Library, 88 West 100 South in St. George, UT 84770
Kindly RSVP to (435) 634-9991o. You are welcome to invite other members of your organization to attend this event.
The presenters:
Brent A. Andrewsen is a member of Kirton & McConkie's Business, Tax and Estate Planning Sections. His practice includes estate planning, probate and trust administration, gift taxation, tax-exempt organizations, charitable trusts and planned giving. Mr. Andrewsen also has advised clients with respect to business matters and has assisted in forming various business entities and transactions. He is a frequent speaker on issues regarding tax-exempt organizations, planned giving, estate planning, and related topics.
Fraser Nelson Fraser has held positions of leadership in nonprofit organizations, large and small ,for more than 25 years in places as diverse as Appalachia and New York City. She is the immediate past president of the Utah Nonprofits Association, consults with nonprofit organizations in Utah and across the nation, and is an adjunct faculty member of the University of Utah David Eccles School of Business and Center for Public Policy and Administration.
