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March 19, 2019 Morning Seminars & Light Breakfast
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 Export to Your Calendar 3/19/2019
When: Tuesday, March 19, 2019
9:00 AM
Where: UJA Conference Center of New York
130 East 59th Street
New York, New York  10022
United States
Contact: PPGGNY
781-205-9383


Online registration is available until: 3/13/2019
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Registration Now Open!

 Tuesday, March 19, 2019

Agenda
Pricing

Registration Check-In & Light Breakfast: 8:30 am - 9:00 am

Members $60

Concurrent Morning Seminars: 9:00 am - 11:00 am

Non-Members $85

 

Morning Seminar - Nuts & Bolts (9:00 AM - 11:00 AM)

Would Your Charity Accept A Gift Of The Chrysler Building?

Session by Allen Thomas JD, CFRE, CAP

This presentation will offer strategies to identify, cultivate and successfully complete more real property donations to your charity. We will start with the issues of promoting gifts of real estate and developing internal processes for accepting such gifts. We will then transition into more complex examples of planned gifts of real estate.  Upon completion, the seminar participant will a.) have greater comfort with planned gifts funded by real estate, b.) have more specific knowledge about reviewing and analyzing such gifts and c.) make more informed recommendations to your organization about real estate donations. This session is approved for CLE, CPE, and CFRE credits.

 

Morning Seminar - Advanced (9:00 AM - 11:00 AM)

New Developments in Planned Giving – and Some Old Tricks and Traps

Session by Lawrence P. Katzenstein, JD

This presentation is a deep dive into the 2018 Tax Cuts and Jobs Act covering new cases and rulings in planned giving. Topics include income, gift, and estate tax consequences of charitable transfers, use of qualified contingencies in charitable remainder trusts, changes in charitable deductions for ESBT income, a discussion of governing instruments’ role in substantiating trust deductions as well as some creative planning opportunities resulting from the Act. This session is approved for CLE, CPE, and CFRE credits.

  

About Our Speakers

Allen Thomas JD, CFRE, CAP


Allen Thomas JD, CFRE, CAP, has served for the past 34 years as a senior executive in the not-for-profit community.  Allen is President of Thomas Charitable Advisors, LLC, consulting with numerous charitable organizations, providing real estate expertise at both the gift policy level and on a property transactional basis.   He previously served The American College as Vice President of Advancement and Devereux Advanced Behavioral Health as Vice President of Planned Giving and Real Estate.

Allen is a nationally recognized consultant and speaker on philanthropic best practices. He has a specialty in gifts of real property and frequently lectures on this underutilized opportunity of giving.  www.ThomasPG.com

 

 

 

 

  

Lawrence P. Katzenstein, JD

Larry is a nationally known authority on estate planning and planned giving. He practices in the Firm's private client services area and is a frequent speaker around the country to professional groups.

He appears annually on several American Bar Association-American Law Institute estate planning programs and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute and the Southern Federal Tax Institute. Larry has served as an adjunct professor at the Washington University School of Law where he has taught both estate and gift taxation and fiduciary income taxation.

A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is the current chair of several Tax Section charitable planning subcommittees. He is a fellow of the American College of Trust and Estate Counsel and a member of its Charitable Planning Committee and a member of the advisory board of the New York University National Center on Philanthropy and the Law. He is listed in The Best Lawyers in America® in the field of Trusts and Estates. Larry was named the St. Louis Non-Profit/Charities Lawyer of the Year in 2011 and 2015 and the St. Louis Trusts and Estates Lawyer of the Year in 2010 and 2013 by Best Lawyers®. He was nationally ranked in the 2009-2017 editions of Chambers USA for Wealth Management.

Larry is also the creator of Tiger Tables actuarial software, which is widely used by tax lawyers and accountants as well as the Internal Revenue Service.

 

 

 

 

 Financial aid is available for Attorneys and Paralegals pursuing CLE credits. Click here for more information.

 


Cancellation Policy:
Cancellations and requests for refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) three business days before the PPGGNY program for which you are registered. For the March 19, 2019 program, that means cancellations and requests for refunds must be received by 5 p.m. EST on Thursday, March 14, 2019.

 
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