ESTATE PLANNING COUNCIL OF THE MIDWEST CITY

Speaker:  Jeffrey Haskell, The Foundation Source

Topic: Good Intentions Can Often Lead to Unintended Consequences: Private Foundations and Other Charitable Endeavors”

“An interactive presentation to help your private foundation identify and avoid “self-dealing” incidents. For private foundations, trouble often falls under the category of “self-dealing,” which can arise in the context of most business and financial transactions between a foundation and its disqualified persons or “insiders.” In this scenario-based presentation, tax attorney and private foundation expert Jeffrey Haskell, J.D., LL.M., will review the many ways that insiders unknowingly self-deal, and the stiff penalties and corrective action requirements associated with such activities. By being challenged to identify ambiguous instances of self-dealing, participants will walk away with a grasp of the subject matter and an enhanced appreciation for the subtleties of private foundation oversight.”

Click HERE to Register