Our next membership call, on Wednesday, April 6, 2016, at 11:00 a.m. Central (12:00 noon Eastern), features David Lieberman, Levin Schreder & Carey Ltd., Chicago, IL.
Topic: "Ethical Issues in Charitable Planning"
This in-depth discussion will cover:
- Legal and ethical issues that arise when a lawyer is in a fiduciary or close relationship with the entity;
- Best Practices for drafting charitable gifts and bequests to such entities; and
- Advice for decreasing the risk of litigation over such gifts.
Please be sure to join us!
Call-in number: 866-646-6488 Participant pass code: 7255887619
Upcoming Group Calls
And please mark your calendars for the following Group membership calls at 11:00 a.m. Central, 12 noon Eastern:
- Wednesday, July 13, 2016 on non-traditional investing for charitable funds