Probate & Trust

Charitable Planning and Exempt Organizations

The Charitable Planning and Exempt Organizations Committee studies recent tax and non-tax developments concerning donors and exempt organizations.  A primary focus of the committee is to educate practitioners on charitable giving, including structuring of charitable gifts, planning and administration of charitable trusts, and the formation, governance and operation of exempt organizations.  Another focus of the committee is the exchange of ideas among committee members and guests who can bring these ideas to their clients who wish to incorporate charitable giving as part of their estate plan.  

The next meeting of the Charitable Planning and Exempt Organizations Committee will take place on Monday, July 12, 2021 from 10:30 am until 12:00 pm.  The meeting will be held via Zoom.   


 
Anyone interested in joining the Committee may contact the Committee Chair or one of the Vice Chairs:
 
Chair - Seth Kaplan:  skaplan@meltzerlippe.com
Co-Vice Chair - Denise Cazobon:  dcazobon@dwl-law.com
Co-Vice Chair - Kelly Hellmuth: kelly.hellmuth@hklaw.com
 
To be added to our Committee's listserv, please use the following link: http://mailman.fsr.com/mailman/listinfo/charitableorgs
 
 
 



The Real Property Probate and Trust Law Section of The Florida Bar
651 East Jefferson Street, Tallahassee, FL 32399-2300