Mark speaking on planned giving at 2nd Elderly Client Conference

December 01, 2014 | By: .(JavaScript must be enabled to view this email address) Mark Blumberg
Topics: News, Planned Giving and Canadian Charities

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 AND THE ELDERLY CLIENT

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

Do you require legal advice with respect to Canadian or Ontario non-profits or charities?

Contact

Charity Lawyer Mark Blumberg

Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto and works almost exclusively in the areas of non-profit and charity law.

mark@blumbergs.ca
416.361.1982
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#1202 - 390 Bay Street
Toronto, Ontario
M5H 2Y2 Canada

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