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Planned Giving Day May 7, 2018 - Accreditation Track
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Monday, May 7, 2018
8:30 am - 5:00 pm
Convene (Times Square)
117 West 46th Street
New York, NY 10036


Session Information By Track: ACCREDITATION


Thank you to our Track Sponsor: Marks Paneth LLP



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

Structuring Charitable Gifts of Retirement Accounts and IRAs
Jeremiah W. Doyle, IV, Esq, Senior Vice President, BNY Mellon Wealth Management

This session discusses the income and estate tax implications of leaving a retirement plan or an IRA to charity, both at death and during life, with a discussion of the interaction of the minimum required distribution rules, the $100,000 exclusion for direct gift of an IRA under Pension Protection Act of 2006 and how to structure the gift to minimize adverse tax consequences.

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

Jeremiah W. Doyle, IV, Esq, Senior Vice President, BNY Mellon Wealth Management

About Our Speaker: Jeremiah W. Doyle is an estate planning strategist for BNY Mellon’s Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. He has been with the firm since 1981.

He provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. He is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals for the First Circuit and the United States Tax Court. Mr. Doyle formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education; a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company; and a contributing columnist for Estate Planning Review – The Journal published by Commerce Clearing House. Mr. Doyle is a lecturer in law in the Graduate Tax Program at Boston University School of Law, teaching courses in Exempt Organizations, Tax Aspects of Charitable Giving and Tax Aspects of Marital Dissolution. He received an LL.M. in banking law from Boston University Law School, an LL.M. in taxation from Boston University Law School, his J.D. from Hamline University Law School and a B.S. in Accounting from Providence College.




Session II Seminar: 2:00 pm – 3:10 pm

Contributing Illiquid Assets to Donor Advised Funds – Maximizing your Donors’ Legacies
Jacqueline Valouch, Esq, Director of Philanthropy, Deutsche Wealth Management & Ryan Boland, Vice President, Divisional Fundraising Manager, Fidelity Charitable

The creation of Donor Advised Funds is on the rise. For many reasons including the creation of the new federal tax law, donors are now looking to Donor Advised Funds to not only maximize their philanthropic impact and legacy but to also help them save tax on appreciated interests. In this session we will discuss case studies of various donors who contributed illiquid assets such as real estate, art, restricted stock, limited partnership interests and more to Donor Advised Funds to further their philanthropy and legacy planning. We will also discuss how charitable organizations can best partner with donors and Donor Advised Fund administrators to engage in smart philanthropy. Questions are encouraged. 

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

Jacqueline Valouch, Esq, Head of Philanthropy, Deutsche Wealth Management

About Our Speakers:

Jacqueline Valouch is the Head of Philanthropy for Deutsche Bank Wealth Management, based in New York. She leads global philanthropy efforts, working closely with private bankers, clients and their advisors on strategic philanthropy and charitable solutions. To that end, she helps clients align their charitable legacy with their overall wealth planning objectives. In addition, she counsels clients who wish to include the next generation in their charitable plans and who are seeking far-reaching and innovative approaches to their giving. 
Jacqueline has over 20 years of experience in the philanthropic area. After nearly a decade in private practice, Jacqueline joined Fidelity Charitable where, for the past 15 years, she led a team of charitable planning experts, and advised individuals, families and their advisors on how to incorporate charitable giving into their long-term planning goals. 
Jacqueline has been featured as a subject matter expert at numerous conferences and panels on a variety of charitable planning topics. She holds a B.A. from the State University of New York at Albany and a J.D. from New York Law School, where she served as an adjunct professor of law teaching Charitable Organizations. Jacqueline sits on the Board of Directors for the Armory Foundation and is also a leadership member of the local Chapter of the Ellevate Network, a global professional network dedicated to the economic engagement of women worldwide.






Ryan Boland, Vice President, Divisional Fundraising Manager, Fidelity Charitable

Ryan Boland is Vice President and east coast Divisional Manager at Fidelity Charitable®, an independent public charity that has helped donors support nearly 255,000 nonprofit organizations with nearly $30 billion in grants since its inception in 1991.1 The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective. Mr. Boland assumed his current role in 2018.

In his position, Mr. Boland serves as a resource on charitable planning for advisors and their clients in New York, New Jersey and Connecticut. He educates advisors on current charitable planning trends and strategies, along with leveraging the benefits of Fidelity Charitable’s donor-advised fund program, to help philanthropic clients give more to the charities they support. Prior to assuming his current role, Mr. Boland led Fidelity Charitable’s complex asset team, where he helped donors who wished to contribute sophisticated assets, such as privately held C-Corp or S-Corp shares, to charity.

Prior to joining Fidelity Charitable, Mr. Boland was a partner at the law firm of Taylor, Ganson & Perrin, LLP, in Boston. His practice focused on estate and trust planning, estate administration and real estate. Mr. Boland also taught Wills, Estates & Trusts as an adjunct lecturer at New England Law Boston (formerly known as the New England School of Law). Earlier in his career, he served as an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department. 











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

Have We Got It All Wrong? Rethinking the Fabric of Estate Planning
Avi Z. Kestenbaum, Esq, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP

As estate practitioners, our mission is to provide our clients with an estate plan that maximizes the transfer of wealth to specified heirs in a way that will improve their life courses. But, what if this goal is impossible to meet? What if, by maximizing the transfer of wealth, we aren’t improving, but instead are diminishing the life courses of our clients and their heirs, as well as deteriorating society in the process? To this end, the more important questions that we seek to analyze are ones that every estate planner should pose to his clients:  Would you prefer to pass as much wealth as possible to your descendants?  Or, would you rather give your heirs the greatest chance of truly being happy, well adjusted, self-fulfilled and successful? 

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

Avi Z. Kestenbaum, Esq, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP

About Our Speaker:

Avi Z. Kestenbaum is a Partner and Co-Chair of the Trusts and Estates Department of Meltzer Lippe, for which the firm is national ranked Tier 1 by U.S. News and World Report, and is a Partner in the Tax and Tax-Exempt Organizations Departments. Avi provides created and sophisticated domestic and international tax, estate and charitable planning and asset prevention counsel to CEOs of major corporations, ultra-high net worth individuals, multinational businesses, and large charitable organizations and has a substantial international practice as well. He is often quoted in Forbes, The Wall Street Journal, The Washington Post, USA Today, Investor’s Business Daily, and other major publications. He is an ACTEC Fellow, and is listed in Super Layers and Best Lawyers in America. He has published dozens of articles in leading national tax, estate planning and tax-exempt organization publications, including, among others, Estate Planning Journal, Trusts and Estates, Leimberg’s Newsletter, Practical Tax Strategies, Journal of Taxation of Exempts, and The New York Law Journal, Special Trusts and Estates Sections. He is also an adjunct tax and estates professor at Hofstra University Law School, teaching four different courses and a member of Trust and Estates Magazine editorial board. Avi received his Bachelors of Science from Touro College, summa cum laude, Juris Doctor from Brooklyn Law School and Masters of Law in Taxation from the University of Miami School of Law.



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