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January 17, 2018 Morning Seminars and Luncheon
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 Export to Your Calendar 1/17/2018
When: Wednesday, January 17th, 2018
10:00 AM
Where: Map this event »
Bernstein Private Wealth Management
1345 6th Ave
41st Floor
New York, New York  10105
United States
Contact: PPGGNY
781-205-9383


Online registration is available until: 1/11/2018
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Wednesday, January 17th, 2018 at Bernstein Private Wealth Management

Registration Check In 9:30 AM - 10:00 AM Pricing (Member/NonMember)
Morning Seminar 10:00 AM - 12:00 PM Morning Only $50/$75
Networking 12:00 PM - 12:30 PM Luncheon Only $60/$85

Luncheon & Presentation

12:30 PM - 2:00 PM Full Day $110/$160


Thank you to our program venue sponsor, Bernstein Private Wealth Management.

Please note, due to the location of this event, onsite registration is not available.

 

Morning Seminar (10:00 AM - 12:00 PM)

New York's Leading Role in the History of Gift Planning

by Ron Brown

As America’s financial center, New York was the first city to bring together bankers, attorneys, insurance companies, and nonprofit gift planners. See how the gift planning profession began in New York, flourished, and continues to shape American philanthropy. For example:

  • In his Washington Square apartment in 1830, John Trumbull offered to give his best paintings of the men, women, and events of the American Revolution to Yale in exchange for an annuity of $1,000 
  • The American Bible Society issued 4,615 gift annuities between 1920-1930 from their headquarters in Astor Place
  • New York State was the first to recognize the legality of gift annuities 
  • Eight of the first ten Conferences on Gift Annuities were held in New York City

This session is eligible for CPE and CFRE credit.

Morning Seminar (10:00 AM - 12:00 PM)

Top Ten Estate Settlement Problems and What to Do About Them

by Andrew Fussner, JD

Alternatively-titled “Keeping Your Donors from Rolling Over in Their Graves,” this presentation will explore ten common problems facing charities in administering bequest gifts.  Coverage will include excessive attorney fees, dealing with unwanted assets, failure to provide requested information, slow moving estates, determination of beneficiary issues, and more.  Humorous war stories are included at no extra charge.

This session is eligible for CLE, CPE, and CFRE credit.

Luncheon Presentation (12:30 PM - 2:00 PM)

US Income and Estate Tax: Where We were, Where We are, Where We are Going and How We're Getting There

by Edward J. Mooney, JD

In-depth review of the major provisions of current tax reform legislation: tax rate on businesses, individual tax rates, PEP limitation, Pease limitation, Territorial tax, executive compensation, family offices and investment vehicles.  Assessment of the impact on nonprofits by changes to charitable deductions, substantiation for charitable deductions, estate and gift taxes, and private foundation and donor advised fund rules.

This session is eligible for CPE, CLE, and CFRE credit.

Financial aid is available for Attorneys and Paralegals pursuing CLE credits. Click here for more information.


 

About Our Speakers

Ron Brown

Ron practiced gift planning at Princeton University, Columbia, Fordham, United Way of America, and the National Wildlife Federation.  He was a board member and chair of the Research Committee for the American Council on Gift Annuities.  He served on the board of NCPG (now the National Association of Charitable Gift Planners), was president of the Gift Planning Council of NJ, and a board member of PPGGNY. 

 

 

 

 

 


 

Andrew Fussner, Esq

Andrew Fussner currently serves as the national Vice President of Estate Settlement for the American Heart Association and oversees the administration of $75 to $100 million in bequest assets annually for the organization.  He is based in St. Petersburg, Florida.

Before assuming his current position he served as the Vice President of Planned Giving for the AHA’s Florida Affiliate and as the AHA’s Director of Planned Giving for the west coast of Florida.

Prior to joining the AHA, Mr. Fussner was an attorney with the Tampa office of the national law firm of Foley & Lardner.  He specialized in estate planning, probate/trust administration and tax law.

He holds his law degree from the University of Florida where he was a member of the Florida Law Review and was inducted into the Order of the Coif.  He also obtained a B.S. in Accounting and a B.A. in Political Science from the University of Florida and has been named to UF’s Hall of Fame. He is an active member of the Florida Bar.

In his spare time, he is an avid runner, hiker, non-fiction reader and can often be found at “The Swamp” rooting for his beloved Florida Gators.


 

 


Edward J. Mooney, JD

Ed Mooney is a Senior Strategist for high net worth clients at BNY Mellon. Ed is an attorney by training and works with individuals, Families? Executives and business owners. He has been in the Personal Financial Advisory Business over 30 years.


 


 



 

 

 

 

 

 

 

 

Cancellation Policy:
Cancellations and requests for refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) three business days before the PPGGNY program for which you are registered.

 
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