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The law firm of Henson & Efron, P.A., ADP and U.S. Bank present the following topic:
Driving Miss Daisy:
Which Charitable Vehicle Do You Suggest
The objective of this Group-Live seminar is to help attendees recognize the recent tax and estate planning developments in the charitable planning area and to help the attendees broaden their knowledge of basic charitable estate planning issues together with the tax consequences of some frequently used charitable planning tools.
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THIS SEMINAR IS FREE TO ATTEND AND QUALIFIES FOR 2 CPE CREDITS
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CHOOSE FROM TWO DATES
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Monday, September 26, 2011
Minnetonka, MN
Sheraton West Hotel
12201 Ridgedale Drive
Minnetonka, MN 55305
Tuesday, October 4, 2011
Roseville, MN
Radisson Hotel Roseville
2540 North Cleveland Avenue
Roseville, MN 55113
Henson & Efron Presenter:
Christopher J. Burns, Henson & Efron, P.A.
Jean Vukas Roberts, St. Paul Foundation
Sally Godfrey, US Bank
Time:
Registration ~ 8:00 AM
Seminar ~ 8:30 - 10:30 AM
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Program Content:
1) Overview of recent developments
2) Overview of basic charitable giving tools with examples including a discussion of Charitable Remainder Trusts (CRTs), Charitable Lead Trusts (CLTs), Private Foundations and Donor Advised Funds
3) Discussion of benefits of working with a corporate trustee
4) Review of some helpful (free) charitable planning websites and tools
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Registration is required. If you have a client or prospective client who may benefit from our presentation, we encourage you to invite them to attend at no charge. Please register them by name so that we can be sure adequate seating and supplies are available. Once registered, you will receive a confirmation notice at the email address provided. If you prefer, you may call in your registration to Rachel Soderfelt at 612-252-2880.
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Participant level of understanding: This program is intended for participants with a basic or intermediate understanding of the topic.
Prerequisite: There is no advance prerequisite required.
Credits: This seminar qualifies for 2 CPE credits.
Instructional Delivery Method: Group-Live.
Registration requirements: There are no fees required to attend this seminar but pre-registration is requested. Please follow the registration instructions detailed above. Registration may be cancelled at any time.
Complaint Resolution Policy: If you feel the seminar did not achieve the outcome specified in the "Objectives" portion of the seminar description or have any other questions or concerns regarding a seminar please contact us by email at: info@hensonefron.com*.
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Henson & Efron is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.
Web site: www.nasba.org.
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