071: Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary

Welcome to EO Radio Show - Your Nonprofit Legal Resource. This week, I am delighted to have Stephanie Hood return as my guest. Stephanie is my colleague at Farella Braun + Martel, and a key member of our top-notch estate planning practice and private client industry group. Our clients often come to us with a request to help them think about funding charities during their lifetimes and through their estate plans. In addition to thinking about how to structure the gifts to ensure their charitable intent is carried out, many of these clients are also sensitive to the federal and state tax consequences of their gifts. Stephanie is here today to talk through the complex rules and some traps for the unwary. Resources: Stephanie Hood Bio Farella YouTube Private Foundations playlist EO Radio Show #63: New Proposed Regulations Defining Donor Advised Fund Terms EO Radio Show #64: Exceptions to the DAF Definition Under the Proposed Regulations EO Radio Show #65:  The New Proposed Regulations on DAFs: Taxable Distributions and the Penalty Tax EO Radio Show #44: Charitable Bequests with Stephanie Hood  If you have suggestions for topics you would like us to discuss, please email us at [email protected].  Additional episodes can be found at EORadioShowByFarella.com.  DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.