Fidelity Charitable Advisor Leadership Forum
Fidelity Charitable will hold its Advisor Leadership Forum on June 19, 2013 at The Chicago Club. The conference will focus on the growing trend of contributing complex assets, such as privately-held C- and S-corp stock, limited partnership interests, and certain publicly traded stock, to public charities as a potential means to minimize capital gains exposure.
Kirkland partner David Handler will participate on the panel titled "Complex Assets as Charitable Gifts: An Overlooked Tax Strategy of UHNW Clients."