Last updated: Wed Sep 17 19:27:28 +0000 2014

Sandy Long Named Artist in Residence

Shenandoah National Park announced Pennsylvania-based photographer Sandy Long as the artist selected for the Park’s inaug...
Boyer’s Nursery preserves 900-acre family farm in Franklin Township

For a long time, the Lower family has dreamed of preserving their “Home Farm” for future generations. The Lowers own Boyer Nurs...
Family to Forestland

“In the end we will conserve only what we love. We will love only what we understand. We will understand only what we are taugh...
Property Once Slated for Development Now a Refuge

Natural Lands Trust’s Green Hills Preserve now open to the public Natural Lands Trust today announced that its 168-acres nature...
11 Easy Ways to Support Adams County Farmers—and Why You Should

by Chris Little, Communications Director at the Land Conservancy of Adams County. Drive out of Gettysburg in any direction and ...

Quote of the Day

“In wildness is the preservation of the world.”
— Henry David Thoreau
Sub_cap

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

Comments

Oldest first | Newest first


About Us

Vision, mission goals and more

Archive

Articles & newsletters

Listserv

Get updates & respond

RSS Rss

Subscribe to
our feed


Conservation Easement Assistance Program Technical Assistance Program Terms of Use

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.

© 2014 Pennsylvania Land Trust Association