Charitable Giving with Complicated Assets
MANY THANKS TO OUR SPONSOR
TIME: 5:00 to 5:45 p.m. Registration and Cash Bar
5:45 to 6:15 p.m. Dinner
6:15 to 7:15 p.m. CLE Seminar/Program
.In this presentation, our speakers will discuss what is meant by complicated assets and what makes them complicated. Learn options for how to realize a tax benefit to donors while fulfilling their charitable intent. Leave with knowledge of bests practices and ways to avoid common mistakes.
Trisha W. Hall, Esquire practices at Connolly Gallagher in the areas of estate and trust planning and administration. As a planner, she helps clients plan for the preservation and ultimate distribution of their assets in the way they desire. She advises clients on all aspects of estates and trusts, including wills, powers of attorney, probate and estate administration, and irrevocable trusts. In her work in estate and trust administration, Trisha counsels individual and institutional fiduciaries, and in doing so, brings her prior experience serving as in-house trust counsel for a trust company in Wilmington, Delaware. Trisha is actively involved in the Delaware State Bar Association’s Estates & Trusts section where she is a past Chair. She is also a member of the Estate Planning Council of Delaware, the Delaware County Estate Planning Council, the Wilmington Tax Group, the Pennsylvania Bar Association, the American Bar Association and serves on the 2022 Delaware Bankers Association Trust Conference Planning committee. She is a published author and frequent speaker on issues and developments related to estate planning.
Julia Boerth is Director of Gift Administration at PG Calc, that has helped charities and non-profits of all types and sizes achieve planned giving success. Julia supports charities with all aspects of the administration of their planned giving programs. In addition to ensuring accurate and timely gift payments, Julia is responsible for maintaining high quality relationships with her clients, providing technical assistance and consultation to development and finance staff regarding existing and potential charitable gift annuities, charitable remainder trusts, and pooled income funds. In addition to her work in planned giving, Julia has over twenty years of experience serving the public, nonprofit, and philanthropic sectors. She received her Master’s in Public Affairs from the LaFollette School of Public Affairs at the University of Wisconsin-Madison. Julia joined Hemmenway & Reinhardt, a Philadelphia-based planned giving administrative services firm in 2014 and came to PG Calc when they acquired H&R in November 2018. As of December, 2020, Julia is the Director of the gift administration department.
