Brad Bedingfield to Speak at 43rd Annual Kansas City Estate Planning Symposium

April 26, 2024
April 26, 2024
1:50 PM EDT

Brad Bedingfield will present "Charitable Planning Opportunities and Risks Pre-Sale" at the 43rd Annual Kansas City Estate Planning Symposium. The conference is April 25 - 26, 2024 in Overland Park Kansas.

About the Session

Friday, April 26, 2024

1:50 PM

We often tell donors to identify their “tax-heavy” assets for their philanthropic gifts, allowing them the double benefit of income tax deductions and avoidance of taxable income. Highly appreciated assets that are soon to be sold are perfect in this regard. However, recent federal tax cases have demonstrated that, if done incorrectly, pre-sale charitable planning can backfire badly. Brad will discuss these recent cases and provide an overview of how donors should approach gifts of assets prior to a sale.

About the Kansas City Estate Planning Symposium

The 43rd Annual Kansas City Estate Planning Symposium features
the nation’s top speakers presenting up-to-date information on
topics of relevance to every estate planning practitioner.

Brad Bedingfield

Brad assists private foundations and public charities with navigating complex tax regulations and procedures, including receipt and disposition of complex charitable gifts and participation in innovative forms of impactful philanthropy.

Related Services

Nonprofit Representation
From corporate governance to tax planning, we provide a full range of services to private foundations and public charities.
Estate & Tax Planning
Our comprehensive approach is flexible, so it's tailored to each client’s unique financial situation, family, goals, values, and more.
Litigation & Dispute Resolution
From high-stakes business litigation to probate and land use and real estate litigation, we help clients resolve difficult disputes.