Coblentz partners Philip Feldman and Jeffry Bernstein will speak at the Jewish Community Federation’s annual Day of Philanthropy seminar. Feldman will moderate the Ask The Experts Panel, featuring Bernstein as a panelist.
The agenda included the following:
- Current state of Estate and Gift Taxes
- IRA Charitable Rollover
- Current Cases
- Donor Advised Fund v. Private Foundation
- Brief primer on Charitable Remainder Trusts
- Nontax Charitable Planning Issues