October 18, 2012

Good Gifts Gone Bad

Craig Wisnom, Esq.

Attorneys Craig Wisnom and Ellis Carter will present case studies at a seminar on Thursday, October 18, 2012  from 8:00 -11:00 a.m. at the Lodge on the Desert, 306 N. Alvernon Way in Tucson. The seminar is for professional advisors and nonprofit leaders and is co-hosted by the Planned Giving Roundtable of Southern Arizona (PGRT) and the Center for Planned Giving, a service of the Community Foundation for Southern Arizona. The cost for PGRT members is $75. Others may register for $85. Registration form

For more information, contact Beth Bank at (520) 747-6164 or beth_bank@ml.com.

Ellis Carter, Esq. is a nonprofit lawyer practicing in Phoenix. She is the founder of Carter Law Group, P.C. and has been advising nonprofits, tax-exempt organizations, and socially responsible companies about corporate, tax and regulatory issues for more than 15 years. Ellis represents nonprofit and tax-exempt organizations in general business matters as well as qualification for tax exemption, conversions to and from tax-exempt status, mergers and restructuring, joint ventures and entrepreneurial activities, creation of supporting organizations, unrelated business income tax, advocacy issues, fundraising, endowment management, governance issues, compensation matters, complex gifts and grants, mission related investments, intermediate sanctions, audit defense, and gifts with tax shelter implications.

Craig Wisnom, Esq.is a Certified Specialist in Estate & Trust Law by the State Bar of Arizona and a Certified Elder Law Attorney by the National Law Foundation. He is with Bogutz & Gordon in Tucson.  Craig has practiced law in Arizona for 16 years in the areas of estate planning, estate and gift taxation, probate, and trust administration. In 2009, he was elected as a Fellow of the American College of Trusts and Estates Council. He is a the former Chair of the State Bar Probate & Trust Section, and the Estate & Trust Advisory Committee for specialization. Craig serves as a Trustee for the Community Foundation for Southern Arizona. He is a writer, combining humor and law for the State Bar’s magazine Arizona Attorney.