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Pitfalls and Pots of Gold: Ethical Considerations with Charitable Giving

Pitfalls and Pots of Gold: Ethical Considerations with Charitable Giving

June 05, 2014

11:30 a.m. - 1:00 p.m.

Wyatt, Tarrant & Combs, LLP

500 West Jefferson Street, Ste. 2800

Louisville, KY 40202

Wyatt's Turney Berry and Beth Anderson will present "Pitfalls and Pots of Gold: Ethical Considerations with Charitable Giving" at the Partnership for Philanthropic Planning Lunch and Learn on June 5, 2014.  This presentation will focus on the ethical considerations attorneys face in the representation of donors and non-profits during charitable gift planning. The presentation will include a review of case law and ethics opinions ranging from attorneys participating on the board of non-profits to charitable organizations honoring a donor's restrictions on a gift. The presentation will also include a discussion of Kentucky's new Uniform Trust Code and the provisions that specifically apply to charitable trusts.

Education Credits: 1 hr of KY Ethics CLE and CFRE are pending.

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Pitfalls and Pots of Gold: Ethical Considerations with Charitable Giving

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