Phil Feldman and Jeff Bernstein Speak at 2014 Jewish Community Federation's Day of Philanthropy

Coblentz partners Philip Feldman and Jeffry Bernstein will speak at the Jewish Community Federation’s annual Day of Philanthropy seminar. Feldman will moderate the Ask The Experts Panel, featuring Bernstein as a panelist.

The agenda included the following:

  • Current state of Estate and Gift Taxes
  • IRA Charitable Rollover
  • Current Cases
  • Donor Advised Fund v. Private Foundation
  • Brief primer on Charitable Remainder Trusts
  • Nontax Charitable Planning Issues


View the presentation material.