Skip navigation

Ask the Experts: How Can I Help My Clients Build Lasting Legacies Through Charitable Giving?

Financial advisors play a crucial role in helping high-net-worth clients achieve their philanthropic goals through effective charitable planning. But charitable giving is a complex and highly personal decision – and you likely have many questions when it comes to the latest tax-efficient strategies and charitable giving vehicles available to effectively advise your clients.

The latest installment in our Ask the Experts Webinar Series provides a brief update on the charitable giving trends and issues wealth advisors and planners need to know about now, and answers to your pre-submitted questions on any charitable giving topics.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Chris Woerle Headshot.jpgChristopher P. Woehrle
Adjunct Professor of Taxation
Villanova University Widger School of Law

Hunter_J_07424_WB copy.jpgJeanette Suarez Hunter
McDermott Will & Emery LLP


Kawashima_N_06697_T.jpgNeil Kawashima
McDermott Will & Emery LLP

Susan Lipp - Moderator
Editor in Chief
Trusts & Estates


Join this webinar and receive a subscription to Trusts & Estates at a discounted rate.