CCEPC September Dinner
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