The Philanthropic Testator: Effective Testamentary Charitable Giving 

Jan. 17, 2024
Online

OBA Trusts & Estates Law PROGRAM | 12:00 PM to 2:00 PM (ET)

A charitable gift in a will can be an excellent way to achieve a testator’s philanthropic goals, but careful planning is essential to address all aspects of those goals. These can include effective tax planning, avoiding confusion about the intended beneficiaries of the gift, and minimizing the risk of estate litigation.

Join our panel of experts as they dive deep into the issues and opportunities presented in testamentary charitable giving, including: 

·       Ways in which a gift can be structured in a tax effective manner.

·       The pros and cons of direct designations of registered accounts.

·       What is more impactful for an organization: donations of securities, cash or other in-kind gifts? and

·       Drafting errors and pitfalls planning lawyers should avoid.

Additionally, the panel will provide brief comments on the impact of the amended Alternative Minimum Tax rules in the charitable sector. Don’t miss this opportunity to gain valuable insights from our outstanding faculty who will be speaking from the perspectives of the planning lawyer, receiving charitable organization, and litigating lawyer.

Register now to secure your spot!

PROGRAM CHAIR

Gosha Sekhon, Sekhon Legal Services

PROGRAM SPEAKERS

Adam Aptowitzer, KPMG Law LLP
Malcolm Burrows, Aqueduct Foundation
Hayley Peglar, WeirFoulds LLP

PROGRAM DETAILS

Date: Wednesday, January 17, 2024
Time: 12:00 pm - 2:00 pm Program (ET)
 

PROGRAM PRICE

CBA Member: $116* | CBA Student Member: $64* | Non-Member: $172*

*plus applicable taxes

 

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    Group rates Available:

    2 - 4 registrants = 10% discount
    5 - 9 registrants = 15% discount
    10 - 19 registrants = 20% discount
    20+ = 25% discount

    To take advantage of the discount, please contact:
    registrations@oba.org



    SPONSORSHIP

    Interested in sponsoring this CPD program?

    Click here for more information.



    Viewer Specifications for Webcast

    Zoom App (latest version)
    Adobe Acrobat Reader 10.0+
    High-speed internet connection
    Modern web browser, e.g. Internet Explorer 11+

 

CONTACT INFO

Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario
1-800-668-8900
E-Mail: registrations@oba.org
Web: www.oba.org