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071: Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary
Manage episode 408703636 series 3558227
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Welcome to EO Radio Show - Your Nonprofit Legal Resource. This week, I am delighted to have Stephanie Hood return as my guest. Stephanie is my colleague at Farella Braun + Martel, and a key member of our top-notch estate planning practice and private client industry group.
Our clients often come to us with a request to help them think about funding charities during their lifetimes and through their estate plans. In addition to thinking about how to structure the gifts to ensure their charitable intent is carried out, many of these clients are also sensitive to the federal and state tax consequences of their gifts. Stephanie is here today to talk through the complex rules and some traps for the unwary.
Resources:
Farella YouTube Private Foundations playlist
EO Radio Show #63: New Proposed Regulations Defining Donor Advised Fund Terms
EO Radio Show #64: Exceptions to the DAF Definition Under the Proposed Regulations
EO Radio Show #65: The New Proposed Regulations on DAFs: Taxable Distributions and the Penalty Tax
EO Radio Show #44: Charitable Bequests with Stephanie Hood
If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com.
DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.
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