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Talking to Donors About Estate Planning

Suzanne Friday, Nauman Smith Shissler & Hall, LLP (Bio)
Suzanne Friday leads the firm's Tax, Trusts and Estates practice group. In addition to representing individuals, corporations, partnerships and LLC's in business and transactional matters, she specializes in sophisticated tax and estate planning and often advises small business owners on succession planning as well as wealth and asset preservation. Suzanne is often retained to advise trustees and executors regarding the administration of trusts and estates. With an L.L.M. in taxation and prior experience as an in-house attorney for a large, international nonprofit organization, Suzanne has extensive experience representing nonprofit organizations and regularly advises clients regarding all aspects of nonprofit operation from formation to dissolution. Suzanne is a member of the Charitable Organizations Committee of the Pennsylvania Bar Association and serves as a pro bono guardian monitor for the Dauphin County Orphan's Court. Suzanne is a popular presenter at the Dauphin County Bar Association and other area continuing legal education programs where she speaks on estate planning subjects and legal issues affecting nonprofit organizations and foundations.
Saturday May 21, 2011
10:00am – 12:00pm
Board Development, Fundraising, Legal

Description

This session will begin with an overview of the current Federal estate tax law including a discussion of tax rates and exemption levels. Examples will be given to illustrate how the Federal estate tax can affect individual estates of varying sizes and explain how proper estate planning can reduce the tax burden.

Following this background discussion, I will address specific estate planning topics relevant to Land Trusts and Conservation organizations, including:

1. Different options for gifting land
2. Establishing endowment funds to support conservation
3. Selecting conservation organizations as beneficiaries of charitable remainder trusts and charitable lead trusts
4. Donor advised funds that allow family participation
5. Estate planning benefits associated with donations of conservation easements

Time will be reserved for questions and answers.

This session will be most appropriate for fund raising/development personnel.

Last updated on 12/13/2010 by Nicole Faraguna

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The people of the Pennsylvania Land Trust Association envision a prosperous Pennsylvania, where communities know that their treasured green places will endure. We envision a Commonwealth where the lands that guarantee our water quality are safeguarded; where every child can safely play at a nearby park; where our productive farmland and forests are protected, securing our food and timber supply; and where wild places are preserved for wildlife and people.

Thank you to the Pennsylvania Department of Conservation and Natural Resources for supporting the Association’s conservation efforts.

© 2012 Pennsylvania Land Trust Association