Welcome to EO Radio Show - Your Nonprofit Legal Resource. This week, Stephanie Hood returns as Cynthia Rowland's guest on the EO Radio Show. Stephanie is a key member of Farella's top-notch estate planning practice and...more
Charitable bequests are an essential aspect of philanthropic planning for high net worth individuals. When engaging in conversations with philanthropic clients, it is crucial to help them determine suitable assets for...more
7/10/2023
/ Beneficiaries ,
Capital Gains ,
Charitable Donations ,
Estate Planning ,
Private Foundations ,
Retirement ,
Risk Management ,
Tax Deductions ,
Trustees ,
UBIT ,
Wealth Management
Welcome to EO Radio Show – Your Nonprofit Legal Resource. Our charity clients often come to us with a request to help a major donor think about a special gift to the charity, and sometimes we also get pulled in to help the...more
Current market conditions and the federal gift and estate tax laws present wealth transfer opportunities that high net worth individuals may wish to leverage over the near term....more