March 10, 2020
Planned Giving Council Breakfast Meeting
Peter A. Sachs, Shareholder, Jones Foster, P.A., West Palm Beach, FL
“Understanding the Diminishing Capacity
of Donors and Clients within Philanthropy”
Understanding the lack of capacity/undue influence/duress challenges to charitable gifts or bequests. The speaker would discuss lifetime planning precautions and post-death probate court proceedings from both the charity’s and the non-charitable beneficiary’s perspectives. Case studies will be discussed and welcomed.
Embassy Suites - WPB Airport
1601 Belvedere Rd., West Palm Beach, FL
Networking & Breakfast: 7:45-8:05 amWelcome & Introductions: 8:05-8:30 amProgram: 8:30-9:15 amClose & Announcements: 9:15-9:30 am
2019-2020 PLATINUM SPONSOR
Please register for the PGC meeting by clicking on the "Register Now" button by March 5, 2020. Members' breakfasts are included in their membership dues. Guest fees are $40, so come see what Planned Giving Council is all about!
If you are interested in joining Planned Giving Council of Palm Beach County, we would be happy to have you! Prorated Membership dues that include all meetings through May are $150 and you may join online at www.PalmBeachPlannedGiving.org or click here for a Prorated Membership form.
Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406
A network of professionals who are dedicated to creating a vibrant philanthropic community for the greater good of all.
includes non-profit executives, development directors, estate planning attorneys, tax attorneys, accountants, trust officers, financial advisors, insurance professionals, and philanthropic advisors and consultants.
6671 W. Indiantown Rd. #50-194Jupiter, FL 33458
Copyright 2021, PalmBeachPlannedGiving.org | Info@PalmBeachPlannedGiving.org