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Professional Tax and Estate Planning Notes
is produced exclusively for professional advisors by The New York Community Trust.
Produced three or four times per year, all issues are free and can be mailed or e-mailed to you on request. The publication can be downloaded from our Web site, or subscribe for free now>>
ISSUES
March 2012: Charitable Gifts of Publicly Traded Securities
October 2011: Endowment Spending Under NYPMIFA
July 2011: Investment Standards for Not-for-Profit Corporations under NYPMIFA
March 2011: Investment Standards for Charitable Trusts Under New York Law
December 2010: Gifts of Real Estate
October 2010: Contributions of Art
June/July 2010: Considerations in Making Charitable Gifts of Interests in Pass-through Entities
March 2010: Charitable Gifts Using Illiquid Securities.
October 2009: A Private Foundation and a Fund in a Community Foundation: Does Your Client Need Both?
June 2009: A Private Community Foundation: Weighing the Options
March 2009: Transferring a Private Foundation to a Community Foundation
October 2008: Charitable Lead Trusts
June 2008: Charitable Remainder Unitrusts
March 2008: Charitable Remainder Trusts
Professional Notes covers topics such as:
- The Use of Qualified Disclaimers in Estate Planning
- Impacts of the Pension Protection Act of 2006
- Estate Planning for Married Couples
- Charitable Remainder Trusts and Unitrusts
- Charitable Lead Trusts
- Charitable Gifts Using Publically Traded Securities, Closely held stock and life insurance
- Transferring a Private Foundation to a Community Foundation
- How a Private Foundation Can Use the Grantmaking Expertise of a Community Foundation
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This material was developed for the use of professionals by The New York Community Trust. It is published with the understanding that neither the publisher nor the authors are engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.
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