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One of the many benefits of having a private foundation is that it lives in perpetuity, creating numerous opportunities for advisory professionals to offer support and guidance to their HNW clients at key intersections along the journey. From goal setting and technical planning around taxes and wealth transfer to program evaluation and inviting the next generation into the conversation, foundations can be an “estate plan in action,” helping provide a mechanism for families to cement their goals, collaborate to effect change and strengthen their legacy. Join one of the leading experts on private foundations to:

  • Take a deep dive into the pivotal stages of a private foundation’s lifecycle
  • Understand the key legal and operational considerations when starting, and operating a private foundation
  • Get insights that can help estate planning and wealth management specialists guide their HNW clients on family philanthropy

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.



Jeffrey D. Haskell
Chief Legal Officer
Foundation Source


Susan Lipp – Moderator
Editor in Chief
Trusts & Estates

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