Continuing Legal Education

TELESEMINAR: Planning in Charitable Giving, Part 1 – A National Perspective

August 19, 2014
12:00 – 1:00 p.m.
1.00 MCLE hours


Charitable giving can be a major portion of clients’ estate planning and introduce a vast set of complex planning considerations for their attorneys. Charitable giving may be motivated less by a desire for potential tax savings and more by a desire to leave a certain legacy and make an impact on the lives of individuals and/or a community. At the same time, clients may want to retain some measure of control during their lifetimes over the property they are donating and retain income from the property. Though there is a vast array of vehicles and planning techniques to achieve these goals, working through the alternatives can be daunting. This program will provide you with a practical guide to the range of charitable giving vehicles and planning techniques to achieve client goals, the tax and non-tax tradeoffs and limitations of each, and integrating charitable giving with overall estate plans. Part 1 of 2.


  • Charitable giving vehicles and techniques & advantages and disadvantages of each
  • Integrating charitable giving into overall estate plans
  • Use of Charitable Remainder Trusts and Charitable Lead Trusts to achieve client goals
  • Donating life insurance policies and proceeds and related trust issues
  • How to restructure restricted charitable gifts
  • Tax pitfalls of charitable giving
  • Post-mortem charitable giving techniques


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Program Speaker:
David T. Leibell,
UBS Private Wealth Management, New York



David T. Leibell is Senior Wealth Strategist at UBS Private Wealth Management in New York City, where he provides clients comprehensive strategies to assist in the preservation, transfer and management of wealth.  He also serves as an internal resource for UBS clients on all issues related to tax, estate planning, philanthropy and wealth planning.  He is chairman of the Family Business Committee for Trusts and Estates Magazine and is listed in “The Best Lawyers in America” for two practice areas – Trusts and Estates and Charities/Non Profits.  Before joining UBS, he was a partner in the Private Client Services Department of Wiggin and Dana, LLP in Greenwich, Connecticut.  Mr. Leibell received his B.A. from Trinity College and his J.D. from Fordham Law School.