Considerations in Designing and Administering Irrevocable Trusts to Permit Distributions for Philanthropy
Ann & Robert H. Lurie Children's Hospital of Chicago Foundation, in partnership with the Executive Committee of Legacy Partners, is pleased to offer the next in a series of educational programming for professional advisors.
Kim Kamin, Principal & Chief Wealth Strategist, Gresham Partners LLC and Kirk Hoopingarner, Partner, Quarles & Brady LLP will address: How to evaluate using assets in "old and cold" irrevocable trusts for charitable giving, and what can be done in current planning to provide sufficient flexibility to ensure that future generations have the option to direct trust assets to charity. Seema Shah, JD, Founder's Board Chair in Medical Ethics, Associate Director, Research Ethics and Associate Professor, Advanced General Pediatrics and Primary Care, will provide introductory remarks on the latest findings from her work before we move into our featured presentation.
Wednesday, June 1, 2022
Program: Noon to 1:15 p.m.
Via Zoom - meeting information will be sent via email the week of the event