Current Trends For Charitable Planning
A distinguished panel will cover the current trends in charitable planning. Topics to be discussed will include:
- Updates from the New York State Attorney General’s Office
- Philanthropy Succession and Other Planning
- Managing Donor Restrictions and Fund Modifications
- Current Issues for Private Foundations
- April 28, 2021
- 12:00 PM
- 2:00 PM
- 2.0
- 2.0
- Virtual Participation
- Termination and Dissolution of Private Foundations – NYS and Tax Considerations (M. Waiss and P. Sandison)
- Donor Advised Funds vs. Private Foundations (C. Eberl and P. Sandison)
- Grants to Individuals and Businesses
- Disaster Relief Assistance
12:00pm – 12:10pm
Welcome and Introductions
12:10pm – 12:35pm
1. Updates from the New York State Attorney General’s Office
Melissa Thore
Assistant Attorney General
New York State Office of the Attorney General – Charities Bureau
Buffalo, NY
(0.5 Areas of Professional Practice)
12:35pm – 1:00pm
2. Philanthropy Succession and Other Planning
Marla Waiss, Esq.
Hodgson Russ, LLP
Buffalo, NY
Patricia C. Sandison, Esq.
Hodgson Russ, LLP
Albany, NY
Catherine B. Eberl, Esq.
Hodgson Russ, LLP
Buffalo, NY
(0.5 Areas of Professional Practice)
1:00pm – 1:25 pm.
3. Managing Donor Restrictions and Fund Modifications
Catherine B. Eberl, Esq.
Hodgson Russ, LLP
Buffalo, NY
Melissa Thore
Assistant Attorney General
New York State Office of the Attorney General – Charities Bureau
Buffalo, NY
(0.5 Areas of Professional Practice)
1:25 p.m. – 1:50 p.m.
4. Current Issues for Private Foundations
Marla Waiss, Esq.
Hodgson Russ, LLP
Buffalo, NY
Patricia C. Sandison, Esq.
Hodgson Russ, LLP
Albany, NY
(0.5 Areas of Professional Practice)
1:50pm – 2:00pm
Questions and Answers
2:00 pm
Adjourn
- Catherine B. Eberl, Esq., Speaker, Hodgson Russ, LLP
- Patricia C. Sandison, Esq., Speaker, Hodgson Russ, LLP
- Melissa Thore, Speaker, New York State Office of the Attorney General
- Marla Waiss, Esq., Speaker, Hodgson Russ, LLP
- Webinar
- 0KQ61
- Trusts & Estates Law Section
