ORANGE COUNTY ESTATE PLANNING COUNCIL

When we think of private philanthropy, we often think private foundation.  But there a number of alternatives to private foundations including donor funds and supporting organizations.  The presentation will discuss the alternatives to private foundations and situations where a client would want to use an alternative in place of or in combination with a private foundation.  Deduction limits, related party transaction rules and control issues will be covered.

Notes:  This program qualifies for 1-hour of continuing education credit for Attorneys, CPA's, Professional Fiduciaries, and Trust Officers.  This program is pending approval for 1-hour continuing education credit with the CFP Board of Standards. Program does not qualify for Life Insurance credit.

- PLEASE NOTE TIME CHANGE FOR THIS MEETING - 

5:00 PM    Networking Reception  (30 min earlier than usual)

5:40 PM    Dinner service starts

5:45 PM    Sponsor, New Members, and Guest introductions, etc.

6:00 PM    Speaker presentation

7:00 PM    Annual Meeting & Council announcements

7:10 PM    Additional Networking

7:30 PM   Conclusion

ABOUT OUR SPEAKER:

Mr. Cafferata's practice is concentrated in the area of non-profit, tax, estate, and trust law.

He has experience advising charitable organizations and high net worth individuals regarding:

• Planning complex charitable gifts and charitable trusts

• Creating and operating donor-advised funds, private foundations, and support organizations

• Creating policies for gift acceptance and risk management, unrelated business income taxes, and self-dealing and intermediate sanctions excises taxes

• Sophisticated estate planning and wealth transfer planning

Mr. Cafferata also has considerable experience providing corporate fiduciaries guidance in the management of charitable trusts, as well as representing charities and fiduciaries in contested probates and judicial reformation of trusts. Also admitted to practice in Nevada.

November Meeting Sponsor