Feb 10 - Experience From the Trenches ... Advisors Who Also Serve as Trustees
Michael Elefante, Hemenway & Barnes, Boston, MA Martha Greene, Brann & Isaacson, Lewiston, ME Carolyn Wollen, Verrill Dana, Portland, ME February 10, 2009 8:00-10:00 a.m.
Portland Country Club, Falmouth
$50 per participant (with Continental Breakfast) Please RSVP by February 3rd to the Maine Philanthropy Center
Please join the Maine Philanthropy Center & the Maine Community Foundation for an informative session with three attorneys and practitioners in the philanthropy world with a depth of experience of the various charitable entities - from creation to implementation to oversight.
 Relevant legal and ethical issues professional advisors and trustees should be aware of when recommending or working with private foundations, supporting organizations or donor advised funds Case studies including Jane’s Trust, JTG Foundation, Betterment Fund and several donor advised funds discussing donor intent, grantmaking, succession planning, perpetuity, and accountability Charitable lead trusts as an option for charitable giving and estate planning Forecast of key developments and challenges in the coming years
Attorneys, accountants, financial advisors, and foundation trustees and staff 1.5 CLE and CPE hours offered, including 1 hour of Ethics
MICHAEL B. ELEFANTE became a partner of Hemenway & Barnes in 1976 and served as Managing Partner of the firm from 1993-1999. His professional practice focuses on representation of individuals and families, and service as a professional fiduciary. He acts as the lead Hemenway & Barnes trustee in a number of family trust complexes, including Jane’s Trust. Mr. Elefante is a Life Member of the American Law Institute and has been a director of Greater Boston Legal Services since its organization in 1976 and served as president of the Board from 1990 through 1995. He graduated from Syracuse University and Harvard Law School, where he was an editor of the Harvard Law Review. MARTHA E. GREENE is a partner at Brann & Isaacson in Lewiston. Her practice is devoted to estate planning, charitable giving and estate and trust administration. Greene is a graduate of Bowdoin College and the University of Maine School of Law, and is a member of the American College of Trust and Estate Counsel (ACTEC). She is the managing director of the JTG Foundation, one of Maine’s larger private family foundations. Greene also serves on the board of the Maine Philanthropy Center. CAROLYN S. WOLLEN is Counsel in the Verrill Dana Private Clients Group. Previously, Carolyn was an associate and partner for 20 years in the New York City law firm of Davidson, Dawson & Clark and then had a solo practice with offices in New York City and Portland. Her practice is focused on estate planning for individuals and the administration of trusts and estates. She has devoted a significant portion of her time as a Betterment Fund trustee, a private charitable foundation and as a board member for various Maine nonprofits. She received her law degree from the University of Virginia and LLM in taxation from NYU. This program is for attorneys, accountants, financial advisors, and foundation trustees and staff. Please RSVP by February 3rd to the Maine Philanthropy Center by completing the form below. To confirm your registration, please pay online today or send your $50 check payable to MPC. If you have any questions, please call MPC at (207) 780-5039.
Registration Form
|
