• Monday, May 16, 2022


Probate & Trust

Charitable Planning and Exempt Organizations

The Charitable Planning and Exempt Organizations Committee studies recent tax and non-tax developments concerning donors and exempt organizations.  A primary focus of the committee is to educate practitioners on charitable giving, including structuring of charitable gifts, planning and administration of charitable trusts, and the formation, governance and operation of exempt organizations.  Another focus of the committee is the exchange of ideas among committee members and guests who can bring these ideas to their clients who wish to incorporate charitable giving as part of their estate plan.  

The next meeting of the Charitable Planning and Exempt Organizations Committee will take place on Wednesday, May 25, 2022, from 2:30 pm to 4:00 pm via Zoom.  
Items to be discussed at our upcoming meeting include:
- Tax proposals for exempt organizations in Biden Administration's budget for FY 2023
-  Open Discussion on Functionally-Related Exception to Excess Business Holdings, 10% Facts-and-Circumstances Public Support Test, and Early Termination of CLATs 
Anyone interested in joining the Committee may contact the Committee Chair or one of the Vice Chairs:
Chair - Seth Kaplan:  skaplan@meltzerlippe.com
Co-Vice Chair - Denise Cazobon:  dcazobon@dwl-law.com
Co-Vice Chair - Kelly Hellmuth: kelly.hellmuth@hklaw.com
To be added to our Committee's listserv, please use the following link: http://mailman.fsr.com/mailman/listinfo/charitableorgs