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Planned Giving Day May 15th, 2017 - Accreditation Track
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Monday, May 15, 2017
8:30 am - 5:00 pm
Convene (Times Square)
117 West 46th Street
New York, NY 10036


Session Information By Track:



Session I Seminar: 10:50 am – 12:00 pm

"Looking Gift Horses in the Mouth: Understanding and Mitigating the Risks Associated with Accepting Gifts" 

Some gifts may be too good to be true. Charities may not receive what they expected, or the gifts may carry unintended reputational, financial or legal exposure. Today’s effective planning can prevent tomorrow's mistakes. Learn from the former Chief of the New York State Charities Bureau, Jason R. Lilien of Loeb & Loeb LLP, who oversaw the resolution of some of the most significant disputes of the 21st century and from a prominent estate planning attorney, Cristine M. Sapers of Lieb & Loeb LLP. They will share some stories about what has gone wrong and some ideas about what steps can be taken to avoid problems in the future.

This session qualifies for CPE, CLE, and CFRE credits.

Jason R. Lilien, Partner,
Loeb & Loeb LLP


Cristine M. Sapers, Partner,
Loeb & Loeb LLP

About Our Speakers:

Jason R. Lilien serves as co-chair of the Loeb & Loeb LLP's Tax-Exempt Organizations Practice. He advises clients throughout the nonprofit sector on corporate governance and compliance matters, internal investigations, enforcement actions and corporate transactions. A former Bureau Chief of the New York State Attorney General’s Charities Bureau, Mr. Lilien oversaw more than 100,000 nonprofits and led efforts to resolve some of New York’s most high-profile trust and estate matters, including the settlements of the Huguette Clark and Brooke Astor estates. Mr. Lilien also was the principal author of the Nonprofit Revitalization Act of 2013. Mr. Lilien received his bachelor of arts degree from Binghamton University and his juris doctor from Albany Law School of Union University. He is admitted to the New York bar.






Cristine M. Sapers focuses her practice on sophisticated estate and tax planning for high-net worth individuals, preparation of wills and trusts and the administration of large trusts and estates. Her area of speciality is working with managers of hedge funds and private equity funds on their estate and charitable planning, including gifts of interests in their investment funds. Ms. Sapers also advises private foundation and public charities on tax law, nonprofit corporation law, gift agreements and other matters. Ms. Sapers received her bachelor of arts degree from Harvard University and her juris doctor from Columbia Law School. She is admitted to the New York bar.








Session II Seminar: 2:00 pm – 3:10 pm

"Restricted Gifts: Case Studies and Best Practices for Donors and Charities

Restricted Gifts play an important part in supporting the work of charitable organizations. This presentation will discuss famous cases and other the legal rules governing the enforcement and modification of gift restrictions, reasonable and proper overhead expenses in connection with restricted gifts, and best practices and key considerations in this important area of charitable gift planning. 

The presentation will cover the following topics:
Determining gift restrictions
Enforcing and modifying gift restrictions
Assessing reasonable and proper expenses
Best practices and key considerations
Examples of note

This session qualifies for CPE, CLE, and CFRE credits.

Seth Perlman, Managing Attorney,  Perlman & Perlman, LLP



Stephen Yosifon
, Associate Attorney, Perlman & Perlman LLP 

About Our Speakers:

Seth Perlman is Senior Partner at Perlman & Perlman, LLP, the country’s leading law firm serving nonprofits, fundraising professionals and social enterprises. Among his clients are large public charities, private foundations, and Fortune 500 companies that have embarked on philanthropic endeavors. Mr. Perlman has litigated in several state and federal jurisdictions and serves as General or Special Counsel for several nonprofit industry trade associations. Mr. Perlman advises a broad range of U.S. nonprofit boards and holds international board positions with philanthropic organizations in Canada, France, and Germany. He is a founding member of Charity Defense Council. Mr. Perlman is a frequent lecturer on charitable solicitations law, cause-marketing and nonprofit law. Mr. Perlman is the author of Fundraising Regulation, a handbook on requirements and procedures for nonprofits soliciting contributions on a state-by-state basis. He has authored articles for publications including The Nonprofit Times and The Chronicle of Philanthropy.

Mr. Perlman received the Outstanding Nonprofit Lawyer Award from the American Bar Association in 2009 for distinguished service by an attorney practicing nonprofit law.



Stephen Yosifon is an Associate Attorney with Perlman & Perlman LLP and advises clients in the nonprofit and social enterprise sectors on corporate governance, federal tax law, transactions, intellectual property, and litigation.  As an active member of the firm’s litigation practice, Mr. Yosifon has represented directors, voting members, private foundations, and public charities in a wide array of internal governance disputes and regulatory enforcement actions in multiple states.

Stephen also has extensive experience working within nonprofit organizations. Prior to joining the firm, he worked in the General Counsel's Office of Public Health Solutions, one of New York City's largest nonprofits. Mr. Yosifon has also held program positions at the John F. Kennedy Presidential Library and Museum, the Gay Lesbian Straight Education Network, Saint Augustine Ministries, and the Center for Reproductive Rights.




Session III Seminar: 3:45 pm – 4:55 pm

"Charitable Gift Planning in Uncertain Times: A Financial and Legal Analysis"

Tom Pauloski, National Managing Director of Bernstein’s Wealth Planning and Analysis group, will lead an interactive discussion of how potential changes to the tax laws and in the economy may materially affect how -- and how much -- clients will donate to charity. Mr. Pauloski will use the case study method and sophisticated wealth forecasting software to focus on those strategies that are most likely to produce good results in what may be a very challenging tax and investment environment.

This session qualifies for CPE, CLE, and CFRE credits.

Tom J. Pauloski, JD, National Managing Director, Bernstein Global Wealth Management

About Our Speaker:

Thomas J. Pauloski, JD is National Managing Director for Wealth Planning and Analysis, the research division of Bernstein Global Wealth Management’s Private Client Group. He works with private clients and their advisors on wealth transfer strategies, focusing on tax‐efficient wealth management and asset allocation decisions. Previously, Mr. Pauloski was a partner at the Chicago law firm of Winston & Strawn LLP, where he concentrated his practice in estate, tax, and business planning. He also has been a member of the Chicago law firm of Levin & Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin & Waite. Mr. Pauloski is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics. He received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law.



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