: Every charitable gift tells a story, but the most meaningful legacies are rarely created by chance. Through engaging case studies and practical planning strategies, this session explores how estate planning attorneys, wealth advisors, CPAs, trust professionals, nonprofit leaders and team members can work together to help clients maximize impact, minimize taxes, and ensure their generosity reflects both their values and their vision. Attendees will leave with actionable ideas for donor-advised funds, charitable trusts, retirement assets, business succession planning, and other collaborative planning strategies that create better outcomes for families and the organizations they support.
SPEAKERS:
Amanda Gardner JD, Attorney & Counselor at Law, Schluter & Hughes Law Firm, PLLC
Max Getz, Vice President, Goldman Sachs