Charitable Trust Administration: Common Errors that Could Result in Surcharge

October 30, 2008
2008 PBA Wealth Management & Trust Conference
Hershey Lodge and Convention CenterHershey, Pennsylvania

Richard S. Caputo, a partner with Fox Rothschild LLP, will speak at the 2008 PBA Wealth Management & Trust Conference. The Conference will be held on October 30, 2008, at the Hershey Lodge and Convention Center in Hershey, Pennsylvania. Caputo will present a seminar on “Charitable Trust Administration: Common Errors that Could Result in Surcharge.”

An active speaker, Caputo recently presented at three additional seminars: the Third Annual Univest Foundation Planned Giving Seminar, where he presented “Donor Advised Funds: After the Pension Protection Act;” the Pennsylvania Bar Institute’s 2nd Annual Estate Law Institute, where he presented “Using Charitable Trusts in Estate Planning: Traps for the Unwary;” and the 11th Annual Fiduciary Education Foundation Continuing Education Seminar, where he presented “Charitable Trust Administration: How to Avoid Surcharge.”

Caputo is highly experienced in trust administration, Orphans’ Court litigation, and tax-exempt organizations. He assists corporate fiduciaries in obtaining tax-exempt status for the charitable trusts they administer; represents corporate fiduciaries in various Orphans’ Court proceedings, such as cy pres proceedings, court accountings, and trust reformations; forms public charities, private foundations, supporting organizations, and other tax-exempt organizations; and addresses tax-exempt compliance issues such as intermediate sanctions, self-dealing, excess business holdings, qualifying distributions, and taxable expenditure responsibility.

Caputo frequently gives presentations on a variety of tax-exempt organization topics. He has spoken on “The ABC’s of Nonprofits;” “New Developments Affecting Public Charities, Private Foundations, and Supporting Organizations;” “Advanced Private Foundation Issues;” “Code Section 4958 Intermediate Sanctions;” and “Is Your Charity Leaving Money on the Table?”

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