Charitable Giving Options, Strategies and How to Discuss Planning with Clients

course

PROGRAM INFO

  • Presentation Date 11/29/2022
  • Class Time 9:00 AM CT
  • Duration 360 min.
  • Format In-Person
  • Program Code 129912-84684
  • Ethics Credits: 1.00 hr(s)
  • General Credits: 4.50 hr(s)

Price: $175.00


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DESCRIPTION

Charitable Giving Options, Strategies and How to Discuss Planning with Clients

Program Planner:

Joe Carter, Oklahoma City Community Foundation

 

 

The OBA presents this CLE program as a service to its members. The OBA is not an investment adviser or a financial planner. The OBA does not recommend or endorse any financial or investment strategy or plan, any type of product, or securities professional. No part of this CLE program shall be taken as investment, financial and/or legal advice by the OBA.

 

 

8:30 a.m.

Registration & Continental Breakfast

Speaker(s):

Joe Carter, Oklahoma City Community Foundation

Christin Mugg, Ball Morse Law

 

 

9:00 a.m. to 11:50 a.m.

Various topics, which include:

1.    Private Foundations, Donor Advised Funds and Supporting Organizations

2.    Charitable Remainder and Charitable Lead Trusts and Charitable Gift Annuities

3.    Charitable Giving Strategies

4.    How to Discuss Charitable Giving with Clients

5.    Ethical Issues of Charitable Planning

6.    Oklahoma Bar Foundation Impact - Presented by the Oklahoma Bar Foundation

 

11:50 a.m. to 12:30 p.m.

Lunch (Included in the registration)

 

12:30 p.m. to 3:00 p.m.

Various topics, which include (continued):

1.    Private Foundations, Donor Advised Funds and Supporting Organizations

2.    Charitable Remainder and Charitable Lead Trusts and Charitable Gift Annuities

3.    Charitable Giving Strategies

4.    How to Discuss Charitable Giving with Clients

5.    Ethical Issues of Charitable Planning

6.    Oklahoma Bar Foundation Impact - Presented by the Oklahoma Bar Foundation

 

3:00 p.m.

Adjourn

 

 

 

Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

 


ATTENDANCE DETAILS

Location
Oklahoma Bar Center
1901 N. Lincoln Boulevard
Emerson Hall
Oklahoma City, OK 73105
Phone: 405-416-7000
Fax: 405-416-7001

Date and Time
Tuesday, November 29, 2022
Time: 9:00 AM CT
Duration: 360 min.

Registration Closes
Tuesday, November 29, 2022

Additional Notes