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  • A Bi-Monthly Electronic Publication for Section Members
  • April 2011

Group News


Charitable Planning and Organizations Group

The Charitable Planning and Organizations Group has been busy getting ready for the Spring Symposia in Washington D.C. on April 28th and 29th. The Group is sponsoring three CLE programs. One, called “One Tin Soldier: Estate Planning for Baby Boomers and Their Toys,” will feature a panel consisting of Ralph Lerner, art law guru, Farleigh Earhart, from the Office of General Counsel of the Smithsonian Institution, and Mary Lee Turk, Group Chair. This panel will discuss how counsel can help collectors make difficult decisions about planning for the disposition of valuable collections and collectibles. The other two CLE programs sponsored by the Group are: “Where Have All the Donors Gone: Case Studies in Charitable Planning,” featuring Professor Chris Hoyt, practitioner Jerry J. McCoy and Ramsay Slugg of U.S. Trust Bank of America, and “All is NOT Quiet of the Charitable Front,” featuring Janne Gallagher from the Council on Foundations, Ruth Madrigal from the U.S. Department of Treasury, Grace Allison, tax strategist for The Northern Trust Company, and practitioners Elaine Wilson and Stevie Casteel. The latter panel will cover recent developments and hot topics in the charitable legal world.

The Group is also excited to be planning its inaugural annual meeting with representatives from the Treasury and IRS the day before the Spring Symposia starts. They will be discussing the IRS’ priority guidance for the upcoming year and raise issues of importance to the charitable sector. If any members have thoughts or comments about what should be discussed at this meeting, please contact Sharon J. Bell at sjbell@rogersandbell.com.

Finally, the Group has been continuing quarterly membership calls. Recently, Kathryn Miree spoke on endowments under siege. Watch the Group’s website for the posting about the next quarterly call.

For questions about this Group, please contact Group Chair Mary Lee Turk at marylee@levinschreder.com.