Defined Value Clauses: Using Charity to Enhance Their Effectiveness

Plan to Give Conference: Navigating Estate Planning and Charitable Giving
CLE Available, Seminar, Sponsorship
October 1, 2013
7:30 AM - 11:30 AM ET
Palma Ceia Golf and Country Club
1601 S MacDill Ave
Tampa, FL

Holland & Knight is pleased to sponsor the Plan to Give Conference that will focus on the navigation of estate planning and charitable giving. Private Wealth Services Group Leader Ed Koren will speak on the topic "Defined Value Clauses: Using Charity to Enhance Their Effectiveness."


  • wealth transfer planning
  • charitable tax planning
  • latest tax update
  • trust techniques
  • split interest arrangements
  • business giving strategies

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