Estate Planning with Charitable Trusts: Traps for the Unwary

November 6, 2008
The Committee of Banking Institutions on Taxation’s 39th Annual Fall Tax Day
New York, New York

Richard S. Caputo, a partner with Fox Rothschild LLP, presented "Charitable Trust Administration: Common Errors That Could Result in Surcharge" and "Estate Planning with Charitable Trusts: Traps for the Unwary" at two recent financial conferences.

Caputo spoke as part of the Committee of Banking Institutions on Taxation’s 39th Annual Fall Tax Day, which was held on November 6 in New York, NY. He also presented at the 2008 Pennsylvania Bankers Association Wealth Management & Trust Conference held on October 30 at the Hershey Lodge and Convention Center in Hershey, Pennsylvania.