2012 Wilmington Trust Estate Planning Teleconference Series

Date: Tuesday, October 16, 2012
Time: 12:30 PM - 2:00 PM
Location: M&T Bank, 1330 South Atherton Street, State College

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2012 Wilmington Trust Estate Planning Teleconference Series

Sponsored by the Cannon Financial Institute



The Wilmington Trust Estate Planning Teleconference Series, featuring nationally renowned estate planning attorneys, continues on Tuesday, October 16, 2012 at 12:30 p.m.  It is our pleasure to invite you to join us for this Wilmington Trust Complimentary “Lunch and Learn,” with CE credits available, including CLE and CPA/CPE.


This month’s seminar will present “Making a Difference in Advising Philanthropic Clients.” The speakers will focus instruction on a subject that is often a topic of debate among our elected representatives on Capitol Hill, charitable planning is one of the most dynamic, interesting and rewarding subspecialties in estate planning. Register today!


There are often three impediments faced by estate planners in expanding their charitable giving practice: finding clients with substantial charitable intent, the funds available to make charitable gifts and the willingness to work through (even with the help of their advisors) the strict and complicated rules under the Code. This latter impediment can cause clients to throw up their hands and simply write a check rather than engage in more sophisticated charitable giving. Our expertise in issues such as the following, however, will often make their lives easier:

  • Recent developments from the IRS and the courts regarding charities and charitable gifts
  • Practical considerations for drafting and administering a charitable remainder trust
  • Structuring charitable gift annuities
  • The supporting organization quagmire


A luncheon will be hosted beginning at 12:30 p.m. in the boardroom at M & T Bank, 1330 South Atherton Street, State College.  The conference call commences promptly at 1:00 p.m. and continues until 2:00 p.m., followed by a half-hour Q&A session.


Please R.S.V.P. by Friday, October 5th to Debra Spaid at 814-234-5187 or by e-mail at dspaid@mtb.com.  Seating is limited so we encourage you to make your reservation as early as possible.   If one of your colleagues is interested in attending, please extend this invitation to him or her.


Also, please mark your calendars now for the next Estate Planning Teleconference Seminar which is scheduled for Tuesday, November 13th.


Thank you for your consideration and participation.  Should you have any questions, please do not hesitate to contact Dan Keane directly at 814‑234-5184 or his associate, Debra Spaid, at 814-234-5187.

See Upcoming Event Calendar