Private Foundations: A Guide To Organization and Administration

November 6, 2018

A PROBATE & ESTATES COMMITTEE LUNCHEON PROGRAM CO-SPONSORED BY THE FAIRFIELD COUNTY BAR ASSOCATION (FCBA) WITH THE FAIRFIELD COUNTY BAR FOUNDATION

FCBA Co-Chairs: Mark Chioffi & Michael Clear

At the office of Fairfield County Bar Association

970 Summer Street, Stamford, CT

WEDNESDAY, NOVEMBER 7, 2018                                  NOON to 2:00 PM

PRESENTED BY: 

Stefania L. Bartlett, Esq. & Cara Howe Santoro, Esq.
Cummings & Lockwood LLC

Jennifer Pagnillo, Esq., Day Pitney LLP

Jay H. Sandak, Esq., Carmody Torrance Sandak & Hennessey LLP 

Ernie F. Teitell, Esq., Silver Golub &Teitell LLp

• Have you ever considered starting a charitable foundation?  Don’t know where to start?
• Talk with local lawyers who have started their own foundations for their insights.
• Our panel will also include representatives from Foundation Source and Fairfield County Community Foundation to discuss other types of charitable vehicles

TOPICS:

• Statutory Framework
• Characteristics of a Private Foundation and their alternatives
• Considerations when forming a Private Foundation
• Qualifying for and maintaining tax exemption
• Administration of a Private Foundation (including compliance, grant-making and investment considerations)

Registration: 12:00 to 12:15 pm

Pricing, including lunch & materials: $50 (Members); $75 (Non-Members)

*Reduced Rate FCBA Members: $35 *(Legal Administrators, Paralegals, Law Students & Law Clerks)

• THE FAIRFIELD COUNTY BAR ASSOCIATION IS AN ACCREDITED PROVIDER FOR NY & CT CLE
• 2 TRANSITIONAL & NON-TRANSITIONAL NY & CT CLE AREA OF PRACTICE CREDITS
• FULL REFUND WITH 48-HOUR CANCELLATION NOTICE
• Information on financial assistance is available upon request

http://fairfieldbar.org/?post_type=events&p=8617