Six Charitable Giving Developments Every Advisor Should Know In 2026 -- Carol Bradford Worley, Esq.

In the past 2 years, there have been significant legislative and planning developments that have materially changed charitable giving strategy for high-net worth donors.  Ms. Worley will discuss how legislation like the Secure 2.0 Act and the OBBB have changed the ways that your clients should be thinking about their charitable planning and giving, including the assets they may be using to fund their charitable work.  Ms. Worley will also talk about some of the "hot" issues in charitable giving, such as move to non-cash assets as a preferred charitable funding tool, and the heightened scrutiny around donor advised funds and their use to fund other charities.

This participatory program is approved for 1 hour of general MCLE credit, and 1 hour of Estate Planning, Trust and Probate Law legal specialization credit.

Registration closed on Monday, November 9, 2026.