- Elkhart County Estate Planning Council -
Elkhart County Estate Planning Council – Taxes, Charitable Giving, and The New Normal
Join us for a virtual luncheon on Wednesday, February 24.
A new presidential administration brings changes to how estate planners approach their work. Dave Bennett, president of Community Foundation Research and Training Institute, will help us navigate the laws that shape the work and the outlook for that work with clients. This session will cover:
- Tax Reform Act of 2017 and Its Consequences
- Legislative Update – SECURE Act, CARES Act and others
- Potential Biden Administration Tax Changes and Charitable Giving
- Qualified Charitable Distributions and Gifts from Retirement Assets – An Update
David Bennett is the President of the Community Foundation Research and Training Institute. From 1995 to 2018, David served as the Executive Director of the Community Foundation of Greater Fort Wayne. During that time, assets grew from $30 million to $150 million, and annual grantmaking from $1 million to $10 million. David twice served as the chair of the Community Foundation Committee of the Indiana Philanthropy Alliance. David earned his bachelor’s degree in Economics from Williams College, and master’s degree in Public Affairs from Princeton University. He currently serves as the President of the Fort Wayne Quest Club.
We are meeting virtually rather than in person out of care and caution as our community continues to navigate Covid-19. We hope you can join us. Once you register, we’ll provide the Zoom link.
This session is free for Elkhart County Estate Planning Council members.