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Registration Information

Cost
$75 PGRSA Members By August 25 / $85 After August 25
Phone
--
Registration Website
For more information call: Beth Bank, 520.747.6164 or email beth_bank@ml.com
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Good Gifts Gone Bad: Case Studies in Charitable Gift Planning

Thursday, October 18, 2012 8:00am - 11:00am

Featured speakers: Ellis Carter, Esq., Carter Law Group, P.C., Phoenix, AZ
and
Craig Wisnom, Esq., Bogutz & Gordon, Tucson, AZ


Ellis Carter is a nonprofit lawyer practicing in Phoenix, Arizona. She is the founder of Carter Law Group, P.C. and has been advising nonprofits, tax-exempt organizations, and socially responsible companies with respect to corporate, tax and regulatory issues for over 15 years. She represents nonprofit and tax-exempt organizations in general business matters as well as qualification for tax exemption, conversions to and from tax-exempt status, mergers and restructuring, joint ventures and entrepreneurial activities, creation of supporting organizations, unrelated business income tax, advocacy issues, fund-raising, endowment management, governance issues, compensation matters, complex gifts and grants, mission related investments, intermediate sanctions, audit defense, and gifts with tax shelter implications.

Craig Wisnom is a Certified Specialist in Estate & Trust Law by the State Bar of Arizona and a Certified Elder Law Attorney by the National Elder Law Foundation. He is a Tucson native who has practiced law for 16 years in Arizona in the areas of estate planning, estate and gift taxation, probate, and trust administration. In 2009, he was elected as a Fellow of the American College of Trusts and Estates Counsel. He is the former Chair of the State Bar Probate & Trust Section, and the Estate and Trust Advisory Committee for specialization. Craig serves on the Board of Trustees for the Community Foundation for Southern Arizona. He is also an erstwhile writer, as evidenced by his award winning humorous combination of law and swords-and-sorcery, which was published in the State Bar's Arizona Attorney magazine and he is also a staff reviewer for metalcdratings.com.

About the Sponsor

Planned Giving Roundtable of Southern Arizona

A professional association for people whose work includes developing, marketing, and administering charitable planned gifts. Those people include fund raisers for nonprofit institutions and consultants and donor advisors working in a variety of settings. The organization is affiliated with the National Council on Planned Giving (NCPG).

Phone:
520-545-1117

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