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Conference on Tax Strategies for the High-Income Individual 2014


Part III: Generational Issues in Philanthropy


May 18, 2014 3:20pm ‐ May 18, 2014 4:35pm

Standard: $79.00

Description

This session will discuss how family life events can impact the family foundation. Learn about real-life family foundation events, practical advice and critical questions to ask to best meet the needs of the family. The session will also cover:
• How foundations address the philanthropic goals of the next generations of leaders
• In-laws and out-laws: issues surrounding extended family members having a role in the family foundation
• Death, divorce and other permanent changes in family structures — discussions about and options for keeping foundations intact but operating with divisions vs. options for dividing the foundation into multiple foundations or even successor donor-advised funds

Speaker(s):

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