The Masters Program is designed to provide in-depth review of the pertinent issues facing today's experienced planned giving officer. Masters Programs are open to current members of the Northern California Planned Giving Council.
Join us for a special Masters Lecture made possible by the the generous contributions of Donors to the Heidi Strassburger Master's Lecture Fund.
October 21, 2009
9:00am-Noon
Topic: Charitable Planning: Recent Developments, Pending and
Proposed Legislation, and Other Things You Should Keep in Mind
Speaker: Jerry J. McCoy, Esq., Washington, DC
Join us for a 3-hour presentation and discussion with Jerry McCoy on these timely topics:
- Charitable IRA and other extenders
- IRS and Senate Finance Committee Interest in Governance
- More Reforms or More Incentives?
- Increasing-Payment CLATs: Solid or Shaky?
- Back to Basics Strategy for Troubled Times
Jerry J. McCoy is an independent attorney in Washington, D.C., specializing in charitable tax planning, tax-exempt organizations and estate planning. He holds law degrees from Duke University and New York University. A Member of the American Law Institute and a Fellow of both the American College of Trust and Estate Counsel (AACTEC@) and the American College of Tax Counsel, Mr. McCoy is listed in Who's Who in America, Who's Who in American Law, Washington DC Super Lawyers 2008, and (for more than ten years running) The Best Lawyers in America. A frequent presenter at planned giving, tax and estate planning seminars, he serves on the adjunct faculties at the Georgetown University Law Center and the University of Miami Law School. He is a former chairman of the Charitable Planning and Exempt Organizations Committee of ACTEC, and former Group Chair of the Charitable and Exempt Organizations Group of the ABA Section of Real Property, Probate and Trust Law. Mr. McCoy is Co-Founder and Co-Editor of two newsletters, Charitable Gift Planning News, and Family Foundation Advisor. He is co-author of The Family Foundation Handbook, published by CCH (2008).
Note: This special Masters Lecture is open to everyone - council membership is not required. Click HERE to Learn more about the Heidi Strassburger Master's Lecture Fund.
(Add $10 AFTER October 16, 2009)
