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What’s Happened While We’ve Been Virtual: Developments in Charitable Planning since 2019

About This Webinar

Cameron Casey and Martin Hall, two partners in the Private Client Group at Ropes & Gray LLP, will lead an educational presentation on recent developments that have impacted charitable giving. The presentation will cover legislative and regulatory changes, together with the latest court decisions and IRS rulings. It will also consider current proposals before Congress and their potential impact on private foundations, donor advised funds and other popular charitable giving structures.

This presentation will provide relevant insights to legal, accounting and private wealth advisors working with individual donors, foundations, and family offices. Specific educational credits will be offered to those who attend.

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Partner, Ropes & Gray LLP
Martin Hall joined Ropes & Gray LLP in 1986 and became a partner in 1994. He has been the chair of the firm's private client group since 2006. Martin maintains a broad-based practice that covers all aspects of estate and individual tax planning, including sophisticated wealth transfer strategies and charitable giving techniques. His clients include public company executives, private business owners, and other high net worth individuals and families, both domestic and international. In addition, he advises the development offices of numerous universities, hospitals and other non-profit organizations with respect to planned giving, gift acceptance policies and the structuring of major gifts, and has counseled the charitable trust departments of several national financial institutions. Martin is also the trustee of numerous private and charitable trusts.

Martin has co-authored two books on estate planning and charitable giving, has written numerous articles and papers in these areas, and has been quoted on charitable tax matters in The Wall Street Journal. He is a frequent speaker at national conferences and client-sponsored seminars, including the Silicon Valley Foundation and Stanford University Office of Planned Giving, Conference on Charitable Giving, and the SSgA Charitable Asset Management Annual Planned Giving Conference. He also chaired the New England Estate Planning Conference for Massachusetts Continuing Legal Education, Inc. from 2007-2012.

Martin is active in numerous professional bodies, including the American Bar Association and the American College of Trust and Estate Counsel, and has held various leadership positions. Before moving to Boston, Martin was a Fellow and Lecturer in Law at the University of Chicago Law School (1982-83).
Webinar hosting presenter
Partner, Ropes & Gray LLP
Cameron Casey is a partner in the Private Client Group of Ropes & Gray LLP. Cameron works with clients to develop and implement gift and estate planning strategies that are both tax-efficient and consistent with clients’ non-tax goals. She specializes in advising high-net-worth individuals, tax-exempt organizations, and corporate fiduciaries on charitable planning matters, including the creation and administration of charitable trusts, private foundations and donor advised funds.