Edward J. Lentz, President of the Firm and Chair of the Firm’s Estate Planning and Administration group, recently spoke to a large group of professional financial advisors on the subject of private foundations and donor advised funds. He compared these two approaches to charitable giving and discussed the advantages and disadvantages of each.
Lehigh Valley Community Foundation hosted the seminar and reception on January 22. Ed previously served on the organization’s Board of Directors.
Ed has worked extensively in the charitable area, the closely-held business area, the estate tax, gift tax and generation-skipping tax areas and other complex estate planning areas, including the use of GRATS, Family Partnerships, Intentionally Defective Grantor Trusts, and Qualified Personal Residence Trusts.
