Using Charitable Trusts in Estate Planning: Traps for the Unwary

May 7, 2008
Pennsylvania Bar Institute’s 2nd Annual Estate Law Institute

Richard S. Caputo, a partner with Fox Rothschild LLP will serve as a faculty member at three seminars in May.

At the Pennsylvania Bar Institute’s 2nd Annual Estate Law Institute, Caputo will present “Using Charitable Trusts in Estate Planning: Traps for the Unwary.” The Institute will be held in Philadelphia on May 7, and in Harrisburg on May 21.

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.

An active speaker, Caputo frequently gives presentations on a variety of tax-exempt organization topics. In addition to the seminars he will be presenting in May, Caputo 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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