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Simple content posted in on 5 March 2009
audience: The New York Community Trust | last updated: 27 February 2012
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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 
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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

If you or one of your colleagues would like to be on our mailing list for this publication, please e-mail us at pronotes@nyct-cfi.org or call our receptionist at (212) 686-0010, ext. 0.

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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Phone: 1 212-686-0010
Fax: 1 212-532-8528

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