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SPEAKER:
Ellen E. Halfon, JD
TOPIC:
Insights into Charitable Lead /Remainder Trust Planning in 2008
This event is sponsored by
Howard, Wershbale & Co.
DATE:
Tuesday, December 9, 2008
TIME: 12:00
noon – 1:30 pm, *Lunch will be served at noon with the
meeting beginning promptly
at 12:20 pm.
LOCATION:
The
City Club, 850 Euclid Ave. , Cleveland
About the program…
The presentation will cover "beyond the basics" planning with
charitable lead trusts and
charitable remainder trusts, including planning and pitfall
considerations when using the IRS model trust forms. The speaker
will discuss charitable split interest trust planning in a low
interest rate environment, as well as some relevant new developments
and drafting issues.
Ellen E. Halfon,
JD practices law
at Jones Day in the areas of estate planning and estate
administration, primarily focusing on sophisticated tax planning for
high net worth clients. In connection with this practice, Ellen
specializes in charitable planning, including tax planning through
the use of
charitable trusts and other charitable vehicles. She also
counsels numerous tax-exempt organizations in areas such as
endowment development and planned giving,
unrelated business taxable income and state and federal
compliance issues. She has significant experience in establishing
and advising charitable trusts, corporate and family
private foundations
and publicly supported charities. Ellen is a member of the
American Bar
Association (Tax Section, Exempt Organizations Committee),
Ohio State Bar
Association, The Cleveland Metropolitan Bar Association, the
Estate Planning
Council of Cleveland and Northern Ohio Planned Giving
Council. She serves on the Planned Giving
Advisory Councils
for The
Cleveland Museum of Art, The Cleveland Orchestra, the Jewish
Community Federation of Cleveland,
Case Western Reserve University , the Diamond Advisory Group
at University
Hospitals and on the board of Interfaith Hospitality
Network. Ms. Halfon is admitted to practice law in
California and
Ohio . She received a B.A. in Music from
Immaculate Heart
College and her JD from
Loyola Law School
where she was Editor of Law
Review.
Marie L. Monago, JD, LL.M., Program Chair
Reservation Policy –
All attendees are encouraged to register in advance and walk-in
reservations will be accepted on a space-available basis only.
Meeting cost is $20 for members of either EPC or NOPGC
when paid in advance before noon
12/08/08. Meeting cost is $25 for members of
either organization when paying at the door and $25 for guests.
If you reserve and are unable to
attend, please call the office to cancel by noon 12/08/08 to avoid a
no-show reservation billing.
Continuing Education
– EPC Cleveland and NOPGC will request credit for this program from
the CFP® Board of
Standards for CFP® designation holders. In addition, a
certificate of
completion will be available for those CTFAs and CPAs that
feel the program satisfies their
continuing education
requirements.
To
Reserve-
Online at
www.epccleveland.org by
visiting the Calendar page, opening the event
& clicking RSVP Now!
Mail to EPC:
1120 Chester Avenue, Suite 470 ; Cleveland , OH 44114-3514
(CHECKS
PAYABLE TO "EPC")
Fax EPC: Be sure to include your credit card number and return to
(216) 696-2582.
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