January 14, 2021: Philanthropy Forum with Turney P. Berry

Calculating, Clever, and Creative Charitable Options For Our Post-Pandemic Reality was held on Thursday, January 14, 2021

Our discussion explored how we can help a family achieve its charitable goals and purposes with effective and efficient strategies that complement the family’s estate planning goals.  Where we can save some income tax and transfer tax we will do that too!  A focus will be the opportunities offered by the current low interest rate environment.  You can find the meeting powerpoint slides here and the meeting handout here.

Turney P. Berry concentrates his practice in the areas of estate planning, fiduciary matters, and charitable planning.  Mr. Berry is Chair of Wyatt, Tarrant & Combs’ Trusts, Estates & Personal Planning Service Team and a past member of the firm’s Executive Committee.

Mr. Berry is active in the American College of Trust and Estate Counsel (ACTEC), and has served as President of the ACTEC Foundation, Regent of the College, State Chair for Kentucky, Chair of the Estate & Gift Committee, and Chair of the Charitable and Tax Exempt Committee.  Currently he serves as a member of the State Laws Committee, Long Range Planning Committee and as the ACTEC Liaison to the Uniform Law Commission.

Special thanks to our event sponsor