Brad Bedingfield to Share Advanced Charitable Planning Strategies at the 46th Annual Planning for Large Estates Program

Brad Bedingfield, chair of the Nonprofit Group at Hemenway & Barnes and a Fellow of The American College of Trust and Estate Council (ACTEC), will co-present “Rethinking the Toolbox: Charitable Giving with Noncharitable Trusts” at the 2026 Estate Planning for Large Estates Program on July 30, 2026.

The 46th annual program is hosted by Trusts & Estates magazine and will be held on July 16, July 23, and July 30. It features a distinguished faculty of nationally recognized ACTEC Fellows who will share practical guidance and advanced planning strategies for advisors serving clients with complex wealth-planning needs.

About the Session

As charities are increasingly named as beneficiaries of existing and newly created family trusts, trustees and advisors have new opportunities and new challenges to consider. During this session, Brad and his co-presenter, Kim Kamin, will examine how making charitable distributions from noncharitable trusts can help manage income taxation, correct for overly successful trust planning, and provide alternative vehicles for family philanthropy. They will also explore the limitations of the Internal Revenue Code Section 642(c) charitable deduction in light of continued IRS scrutiny and recent tax law changes, along with practical alternatives for trustees and beneficiaries looking for options that allow their trusts to have impact beyond family wealth.

About the Program

Founded in 1981 by the American Bar Association’s ALI-ABA program and subsequently produced by ALI-CLE, Planning for Large Estates has long been recognized as the original and leading educational program dedicated to sophisticated estate, tax, and wealth transfer planning for large estates. The 2026 program is hosted by Trusts & Estates magazine.