Bi-Monthly Meeting
Location: University Club of Chicago, 76 East Monroe Street, Michigan Room, Second Floor, Chicago, IL 60603
Date: January 9, 2018
10:00 - 10:30 AM - Nuts and Bolts
TOPIC:
New Tax Laws and Impact on Charities
SPEAKER:
Corbin J. Morris, Quarles & Brady, LLP
10:30 - 11:45 AM - Morning Session
TOPIC:
Age is Just a Number
SUMMARY:
2018 will mark the ten-year anniversary of the financial crisis. Economies and markets have performed very well since then, and are even gathering steam as the milestone approaches. How much longer can the expansion continue? What are the risks that might threaten longevity? And how are policy makers managing things? The answers to these, and other questions, will be discussed.
SPEAKER:
Carl R. Tannenbaum, Executive Vice President and Chief Economist, Northern Trust
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.
MCLE: Participants will earn 1.25 hour of MCLE credit. CCPG is an approved MCLE provider.
11:45 - 12:15 PM - Lunch
12:15 - 1:30 PM - Afternoon Session
TOPIC:
Dividing Philanthropy on Dissolution of Marriage
SUMMARY:
Whether it is spouses dissolving their marriage or the second generation siblings who don’t agree on much, sometimes it is necessary to divide a family’s philanthropy. The division involves technical questions of federal tax law and often questions of charitable trust.
In this session, we will meet some family archetypes who may be familiar to philanthropic advisors and who will bring to life what might cause a division of a family’s philanthropy and highlight some of the key issues involved.
Learning Objectives. Participants will:
1. Review the basic legal structure of Private Foundations, Charitable Remainder Trusts, and Charitable Pledges.
2. Learn key factors to consider when dividing philanthropy in the contexts of divorcing spouses and disagreeing siblings.
3. Learn technical aspects involved in dividing philanthropy (focusing on federal tax matters for private foundations primarily, but also addressing charitable remainder trusts and binding pledge agreements).
SPEAKER:
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Brigit Kavanagh, Kavanagh Rhomberg, LLP
CFP: Participants will earn 1.5 hour of CFP credit. CCPG is an approved CFP provider.
MCLE: Participants will earn 1.25 hour of MCLE credit. CCPG is an approved MCLE provider.
SPONSOR:
Cancellations/Refunds: Cancellations must be received by 12:00 pm two business days prior to the event in order to receive a full refund. No refunds will be processed after this time. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows.
