Insider Briefings
2010 Series
Identifying and Implementing Charitable Opportunities in Business Succession Planning
Presenters:
Sally Stolen Grossman
Gray Plant Mooty, PA
This presentation will identify ways to incorporate charitable planning into business succession planning; providing suggestions about what questions to ask your clients and which charitable options to consider. This briefing will discuss outright gifts, charitable remainder and lead trusts and the appropriate use of a redemption of the charity’s or trustee’s closely-held interest. Together we will take a practical approach to simplify a complex topic to help you better serve your clients.
Thursday, April 8, 2010
8:00 a.m. to 9:00 a.m.
Registration and continental breakfast beginning at 7:30 a.m.
Como Park Zoo and Conservatory
1225 Estabrook Drive
Saint Paul, MN 55103
www.comozooconservatory.org
Exclusive for attendees of Insider Briefing: an advance tour of the new Polar Bear Odyssey exhibit at Como Zoo. Polar Bear Odyssey is a world-class polar bear habitat that will open to the community on June 3, 2010, the first completed project under Como's new master plan. Please RSVP for this additional opportunity.
Please RSVP by Monday, April 5 to Katherine Stillings at 651.325.4249 or kes@saintpaulfoundation.org.
As part of our ongoing efforts to be a philanthropic resource to our professional advisor community, this Insider Briefing is brought to you by Minnesota Community Foundation and The Saint Paul Foundation.
With special thanks to our host, Como Zoo and Conservatory.
The Foundations have applied for CLE, CFP and CPE credit.