Intrafamily Gifting and Charitable Planning: Cleaning Up Messes, Avoiding Pitfalls and Capturing Opportunities for Fiduciaries and Attorneys

The 2024 Fiduciary Attorney Summit, co-sponsored by Strazzeri Mancini LLP, offers fiduciaries and attorneys three days of continuing education programming and networking in the heart of Santa Barbara wine country. This year’s FAS will get you in the Thanksgiving spirit, with a timely theme focused on giving. 

Join us to learn everything you need to know about gifting and charitable planning, maximizing contributions, minimizing tax consequences and providing affirmative tax benefits.

In addition to our classic panel discussions, our interactive and case-study sessions will put you in the seat of the adviser! Under the guidance of our speakers, you'll collaborate with your peers to determine the best course of action.

Our presenters will discuss: 

• Expiration of the lifetime exclusion amount (AEA or BEA)
• Collaboration with charities
• Annual exclusion use: plan using tax-favored assets, including life insurance strategies
• Philanthropic LLCs
• Attraction and engagement of successful families and business owners through collaborative partnering
• Charitable planning strategies for the mass affluent client (net worth of $1 million to $10 million) versus the ultra-high-net-worth client (net worth of $20 million to $200+ million)
• Alphabet soup of charitable strategies
• Gift-tax return audits
• Psychological approaches to adult estrangement and estate planning

We’re bringing this year’s theme to life through a silent auction and other fundraising opportunities to benefit the Autism Discovery Institute at Rady Children’s Hospital.

Precursor: Advanced Tax Planning Workshop

Speakers:
Peter S. Myers, Partner, Fox Rothschild
Joe Strazzeri, Counselor & Attorney, Strazzeri Mancini

Expiration of the Lifetime Exclusion Amount

Speakers:
Vito Lanuti, Attorney, Lanuti & Associates
Justin D. Prueitt, Partner, Fox Rothschild

Gift Tax Return Audits

Speakers:
Sean R. Kenney, Partner, Fox Rothschild
Sue Hong, Associate, Fox Rothschild
Ann Rosevear, President & Chief Trust Officer, Dunham Trust

Annual Exclusion Planning Using Tax-Favored Assets

Speakers:
Justin D. Prueitt, Partner, Fox Rothschild
Geoff Grenert, Managing Director, Cypress Strategies

An In-Depth Look at Using a CRT as the Beneficiary of a Qualified Plan or Traditional IRA

Speakers:
Robert S. Keebler, Partner, Keebler & Associates
Peter S. Myers, Partner, Fox Rothschild

Alphabet Soup of Gifting Strategies

Speakers:
Joe Strazzeri, Counselor & Attorney, Strazzeri Mancini
Peter S. Myers, Partner, Fox Rothschild
Shelley Lightfoot, Executive Director, SCI Institute

Charitable Planning Strategies for the Mass Affluent v. Ultra-High-Net Worth Client

Speakers:
Blake Grossman, Senior Associate Director of Planned Giving, Stanford University
Peter S. Myers, Partner, Fox Rothschild

Ethical Issues Arising from the Duty of Confidentiality in Fiduciary Representations

Speakers:
Eric A. Bevan, Partner, Fox Rothschild
Peter S. Myers, Partner, Fox Rothschild

Please note that there is a cost to attend. 

Specialization credit for Estate Planning, Trust and Probate Law pending approval.