CCEPC September Dinner
Date: Thursday, September 10, 2015
Time: 5:30pm - 8:00pm
Location: Hershey's Mill Clubhouse
Speaker: Joey Ann Fowkes, Betsy Joyce, CPA, MBA, MT, Stephen J. Olsen, Esq., L. Peter Temple, Esq.
CCEPC September Dinner will be held on September 10, 2015. To sponsor this dinner please click here.
Philanthropy in Estate Planning: A Team Effort
Joey Ann Fowkes, American Cancer Society
Betsy Joyce, CPA, MBA, MT, Joyce & Associates P.C.
Stephen J. Olsen, Esq., Gawthrop Greenwood P.C.
L. Peter Temple, Esq., Larmore Scarlett, LLP
Karen A. Simmons, Moderator
- to discern how and when to consider including philanthropy in the client estate planning process
- to understand the roles, perspectives and needs of the client/donor, the advisors, and the charity working as a team
- to understand a range of possible ethical concerns, loyalty to client interest issues, conflict of interest, and donor intent issues