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Estate Planning Nonprofits Wealth Management

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Farella Braun + Martel LLP

Insights on Planned Giving From the BNY Annual Charitable Giving Report for 2024

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, Farella host Cynthia Rowland is joined by David Ogburn, a senior client strategist with BNY Wealth. David will talk about the recently released BNY...more

Farella Braun + Martel LLP

Charitable Split Interest Trust Planning with Dale Schroeder and Anneke Niemira, Part Two

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and in today's episode, I welcome back Dale Schroeder and Anneke Niemira from NewEdge Wealth to talk about charitable remainder trusts. Last...more

Farella Braun + Martel LLP

Charitable Split-Interest Trust Planning With Dale Schroeder and Anneke Niemira - Part One

Welcome to EO Radio Show – Your Nonprofit Legal Resource. In today's episode, Cynthia Rowland's guests are Dale Schroeder and Anneke Niemira at NewEdge Wealth, and our topic is charitable split-interest trusts. These come in...more

Troutman Pepper Locke

[Webinar] Issues and Recent Developments in Art Law - October 5th, 11:00am ET

Troutman Pepper Locke on

Please join Christie's and the Locke Lord LLP Art Law Group for an overview of the art market and key legal issues....more

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