Donor Advised Funds: After the Pension Protection Act

Richard S. Caputo of Fox to Speak at Estate Planning Seminar, May 6, 2008

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

Caputo will speak on May 6 at the Third Annual Univest Foundation Planned Giving Seminar, which will be held at the PineCrest Country Club in Lansdale, Pennsylvania. He will present “Donor Advised Funds: After the Pension Protection Act.” In addition, Caputo will be holding a Question & Answer session after the presentation.

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?”

Learn more about Fox Rothschild LLP.