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DTSTART:20230301T230000Z
DTEND:20230302T010000Z
LOCATION:University Club Milwaukee
UID:2301120230301T230000ZCharitable Planning Strategies
DTSTAMP:20260701T010015Z
DESCRIPTION:\nAttorneys Jason Kohout and Emmaline Jurgena will discuss charitable planning strategies.  This will include:\n Optimizing charitable deductions Overview of charitable giving vehicles (Charitable Remainder Trusts, Donor Advised Funds, Private Foundations) Things to watch for when contributing certain property (appreciated stock, real estate, closely held companies) Recent developments in charitable giving (new cases, trending topics like program-related investments anc corporate giving programs) \nJason Kohout is a partner practicing with Foley & Lardner LLP. He is the chair of the firm’s Family Offices Team and assists families and business owners in areas of tax planning, business succession, and philanthropy. In addition, he works extensively with nonprofit organizations in the areas of governance, fundraising and tax exemption matters. Jason’s broad experience, in conjunction with his in-depth knowledge of tax, corporate and trust law, allows him to provide creative and practical solutions for his clients, especially for clients that own businesses or have philanthropic interests or nonprofit organizations focused on governance or fundraising.\n \nEmmaline Jurgena is an associate with Foley & Lardner LLP. She is a member of the firm’s Tax, Benefits & Estate Planning Practice and the Family Offices Group. Emmaline assists families and business owners in areas of tax planning, business succession, and philanthropy. Emmaline also specializes in nonprofit organizations in the areas of governance, fundraising and tax exemption matters.\n \n \n \nMENU\n \nSalad: Romaine Hearts & Cherry Tomatoes – Shaved Parmesan, Balsamico\n \nEntree: Grilled Atlantic Salmon – Roasted Potatoes, Seasonal Vegetable, Tarragon Aioli\n \nor\n \nVegetarian Option (by advance request - please note in RSVP)\n \nThank you to our sponsors: \n \n                                                          \n \n                                                         \n
SUMMARY:Charitable Planning Strategies - Milwaukee Estate Planning Forum, Inc. 
PRIORITY:3
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