Thursday, January 19, 2023, 12.00pm to 1.00pm EST
The Planned Giving team at Cambridge in America invites you to join esteemed trusts and estates attorney and Trinity Hall alumnus, Martin Hall, Esq. (Ropes & Gray LLP), as he shares his expertise on tax planning and charitable giving.
Martin will guide us through some of the options for lifetime charitable gifts. He will discuss the pros and cons of using appreciated assets and retirement account balances, and will review how and when to integrate donor advised funds into an annual gifting program. He will also outline the important differences between enforceable pledges and gift intention statements. Following Martin's presentation, you can join the conversation during a Q&A session.
MARTIN HALL joined Ropes & Gray LLP in 1986. He is a partner of the firm and has been the Chair of its Private Client Group since 2006. He holds law degrees from Cambridge University (Trinity Hall) (M.A., First Class Honors, 1981) and Boston University School of Law (J.D., summa cum laude, 1986). He was a visiting fellow and lecturer in law at the University of Chicago Law School in 1982-83.
Martin’s practice is concentrated in the areas of wealth management, estate planning, trust and estate administration, and charitable giving. He is a member of the American Bar Association (Tax Section) and was Chair of the Tax Section’s Estate and Gift Taxes Committee from 2008 until 2010. He is also a fellow of the American College of Trust and Estate Counsel (ACTEC) and was the Chair of ACTEC’s Charitable Planning and Exempt Organizations Committee from 2010 until 2013 and the President of the ACTEC Foundation from 2014 until 2017. Martin was the Chair of the New England Estate Planning Conference (organized by Massachusetts Continuing Legal Education) from 2007 through 2012. Martin was a founding member of the Professional Advisors Committee to The Boston Foundation and served as the Committee’s initial Chair from 2000-2008. In 2020, The Planned Giving Group of New England awarded Martin the David M. Donaldson Distinguished Service Award for his “outstanding service and leadership in the field of charitable gift planning”.
Martin is a co-author of The Harvard Manual on the Tax Aspects of Charitable Giving (9th ed. 2011) and of Practical Guide to Estate Planning (CCH 2022). Martin is a frequent speaker at national and local charitable giving and estate planning programs and has been quoted on various charitable tax matters in The Wall Street Journal.
Booking for this event is now closed.