Joint Council Breakfast | Charitable Planning with Non-Charitable Trusts
Date: Wednesday, January 24, 2024
Time: 8:30am - 10:15am
Location: Hyatt Regency Bethesda Rooftop | One Bethesda Metro Center, 7400 Wisconsin Ave, Bethesda, MD 20814
Speaker: Carl C. Fiore, JD, LLM, Andersen
About the Program:
This presentation will cover charitable contributions by non-grantor, non-charitable trusts. It will include a discussion of the rules related to charitable contributions by trusts as well as some of the pitfalls to avoid. The presentation will also discuss how to incorporate charitable giving by non-charitable trusts into a family’s overall charitable goals.
This meeting will be held jointly with the Washington, D.C. Estate Planning Council.
About the Speaker:
Carl C. Fiore is a Managing Director in the Andersen US National Tax office, where he focuses on gift, estate, individual, charitable and fiduciary tax consulting and compliance matters. Carl has significant experience with tax and financial matters affecting entrepreneurs, executives and other high-net-worth individuals. He has worked with numerous families and closely held businesses to develop and implement wealth maximization plans through the use of family entities, stock option planning, charitable giving strategies, and effective gift and estate tax planning. Carl has been published and interviewed in Trusts & Estates, The Estate Planning Journal, Practical Tax Strategies, The Metropolitan Corporate Counsel and The Tax Stringer, and is a frequent speaker on tax planning matters. Carl is also a co-author of the Andersen treatise, Tax Economics of Charitable Giving. Before joining Andersen, Carl worked in the Private Client Services practice of Arthur Andersen, and as a trusts and estates associate at Capell and Vishnick.
- Cost: $40 for members | $50 for guests and emeritus members | No cost for student members.
- Guests warmly welcome when accompanied by a member
- Via Metro: Bethesda Station on the Red Line
- Via Car: Paid Parking is available in the garage accessible from the front of the hotel on Wisconsin Avenue or from the Three Metro Center entrance on Woodmont Avenue.
- Buffet breakfast will be served
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