May 2012 Program

This event is currently open. If you'd like to attend, please register.

Details

Date(s) & Time(s):

05/18/2012
  • 11:00 a.m. - 12:00 p.m. - Morning Session
  • 12:00 p.m. - 12:30 p.m. - Networking
  • 12:30 p.m. - 2:00 p.m. - Luncheon & Program

Location:

The Racquet Club, 215 South 16th Street Philadelphia, PA 19102

www.rcop.com
Discount parking is available at the garage located at 1616 Chancellor Street. Payment must be made in the Racquet Club in the amount of $11.

Registration Information:

Deadline: 05/16/2012

Registered individuals who are unable to attend must cancel within 24 hours or else will be billed.

Description

Topic:

Morning & Luncheon Programs

Morning Session (11:00 a.m. – 12:00 p.m.)
“Charitable Remainder Trusts – Using an Old Gift Planning Vehicle in a New Era"
The basic provisions in the tax code that provide for and govern charitable remainder trusts have remained largely unchanged for the past 25 years. Given the current economic and market conditions, as well as the ever-increasing challenges impacting donors, is this “old-standby” still a viable gift planning vehicle? From the basic mechanics of trust design to innovative new planning strategies, our speakers will provide valuable insight on how to use an old gift planning vehicle in a new era.

Luncheon Program (12:30 – 2:00 p.m.)
“Interpreting the Financial Crisis’s Impact on Philanthropy"
It has been almost 3 ½ years since the financial crisis that many commentators have labeled the worst in over 70 years. Yet the fall-out from this crisis is still being felt by our organizations, donors and clients. Our speaker will help place these events on a more human scale, which, in-turn will better enable us to have meaningful conversations about the current economy with our donors and clients.

Brochure:

Speaker(s)

Morning Program (11:00 a.m. – 12:00 p.m.)
“Charitable Remainder Trusts – Using an Old Gift Planning Vehicle in a New Era”

  • Laura N. Solomon, Esq., is the founder of Laura Solomon & Associates, a Wynnewood, Pennsylvania firm devoted to the representation of nonprofit, charitable and other tax-exempt organizations. She started her firm after her work as an Associate with Ballard Spahr Andrews & Ingersoll, LLP in its Public Finance and Tax Departments, because of her commitment to providing even the smallest nonprofit groups access to the legal services they need. Ms. Solomon acts to outside, general counsel, to over 200 exempt organizations worldwide. She and her associates provide a wide range of legal services, including tax, corporate, mergers, joint ventures and complex financing.

    Ms. Solomon is on the Faculty of the Philadelphia Bar Association Nonprofit Institute and currently serves on the Pennsylvania Association of Nonprofit Organizations Public Policy Committee. She is a member of the Board of Advisors of the Delaware County Community Foundation. Ms. Solomon holds a Bachelor’s degree in International Relations from Tufts University, and a Law degree from the University of Pennsylvania.
  • Gil A. Nusbaum, Esq., Gil is an Associate at Laura Solomon, Esq. & Associates, where he forms and advises nonprofit, charitable organizations. He joined the firm in September 2011. Previously, Gil was an Associate in the Family Wealth Management practice group at Ballard Spahr LLP in Philadelphia, Pennsylvania, where his practice included all aspects of trusts and estates law, including counseling individuals on charitable giving techniques and assisting with the formation and operating of charitable remainder trusts, charitable lead trusts, donor advised funds and private foundations.

    Gil is actively involved in pro bono work in the Philadelphia area, where he works with Wills for Heroes to prepare estate planning documents for first responders and serves as a volunteer tax preparer for the Campaign for Working Families Volunteer Income Tax Assistance Program. He is also a member of the Publication Committee of the Philadelphia Bar Association Probate and Trust Law Section. Gil received his Bachelor’s degree in Sociology from Wesleyan University (Middletown, Connecticut) in 2001 and his Juris Doctor from Temple University, James E. Beasley School of Law in 2006. He also holds a Masters of Law in Taxation from Temple University, James E. Beasley School of Law. He is admitted to the state bars of Pennsylvania and New Jersey.

Luncheon Program (12:30 – 2:00 p.m.)
“Interpreting the Financial Crisis’s Impact on Philanthropy”

  • Matthew Ramer is Vice President, Wealth Advisory Services at The KR Group, Morgan Stanley Smith Barney, LLC. As an estate planning and retirement specialist, he seeks to thoroughly understand his client’s financial goals and to then align available resources to achieve them. Mr. Ramer is the President of The MOR Foundation, is a captain in the US Air Force Auxiliary, and holds a BA in Economics from Brandeis University.

Cost

PPPGP Members - No Charge (Click on "None Required" for Payment Info) : $0.00
Non-Member - No Charge for Morning Session Only (Click on "None Required" for Payment Info) : $0.00
Non-Member - Luncheon Session : $35.00

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