Membership Lunch Meeting - Charitable Planning for Non-Parents: Ensuring a Meaningful Legacy
Members are encouraged to bring prospective member guests; first-time member-hosted guests may attend at no charge.
About the Program:
Recent research suggests that America’s nonparent population is growing and that this trend could trigger an uptick in charitable donations. But why? With this presentation, we will discuss social science findings regarding the special relationship between nonparent donors and charity and challenge conflicting assumptions commonly held by planners and donors alike. We will further address best practices for nonparent donor engagement, tax and planning solutions for common sticking points in nonparent planning, and ways to amplify and personalize a charitable legacy for a nonparent donor’s benefit.
About the Speaker:
Jennifer Goode is a National Director of Bernstein Private Wealth Management’s Institute for Trust and Estate Planning in the Washington, D.C. office. In this role, Jennifer works with Bernstein clients and their professional advisors to develop comprehensive wealth management and wealth transfer strategies. Her articles about tax and estate planning have appeared in a number of publications, including the ABA’s Real Property, Trust and Estate Law Journal, Bloomberg’s Tax Management Estates, Gifts, and Trusts Journal, and Practical Law, and she was recently recognized as Bloomberg Tax’s 2023 Estates, Gifts, and Trusts Tax Contributor of the Year. Jennifer frequently presents to professional groups across the U.S. on topics relating to the intersection of estate planning and investing, including a recent appearance at the 58th Annual Heckerling Institute on Estate Planning. Prior to joining Bernstein, Jennifer was a Founding Partner of Birchstone Moore LLC, a Washington, D.C., boutique law firm focused on estate planning and estate and trust administration. Jennifer’s involvement in the larger Washington D.C. estate planning community includes her tenure as a past Co-Chair of the D.C. Bar’s Taxation Section’s Estate Planning Committee and as a current member of the Board of Directors for the Washington, D.C. Estate Planning Council. Additionally, Jennifer previously served as an adjunct instructor at Howard University School of Law, is currently serving as adjunct faculty at Georgetown University Law Center, and is a member of the Board of Directors for the Council for Court Excellence, a nonprofit focused on enhancing D.C.’s justice system to serve the public equitably.
Schedule:
12:00 pm - Registration, networking and buffet lunch
12:30 pm - Program begins
1:45 pm - Continued Networking
2:15 pm - Program Ends
Login now to see a list of event attendees.
