News & Events

CLE/CE Event: Using a Donor Advised Fund as an Integral Component of a Sophisticated Estate Plan and Succession Plan – A Case Study

Steve Bahr will deliver this CLE/CE presentation through the Catholic Foundation of Northeast Kansas on June 3 that will consist of an in-depth overview of a case study that is pertinent to financial planners and legal advisors whose clients have charitable intentions that they wish to act upon while living and also to include a charitable fund to e used to carry out certain charitable intentions upon their death, while possibly using such fund to assist with their taxable estate and/or business succession plan.

Click here to register. 

Kansas City, MO

Event Photos