The Ins and Outs of Charitable and Family Gifting

Stephanie H. Denby, a Chicago attorney, will be the guest this month on the cable access show Financial Solutions that airs in numerous northern Cook County and southern Lake County communities in Illinois. The topic of this month’s program is Gifting.

With the drama of the election over and the Bush administration falling into place, the subject of tax reform is once again merrily bubbling away. Though its priority seems to shift from day-to-day, tax reform seems to have some degree of staying power. This month’s program will focus on the subject of gifting, both to family members and charities, and its advisability in this time of uncertainty.

Denby is a shareholder at the law firm of Burke, Warren, MacKey & Serritella, PC. She concentrates her practice in estate planning focusing on federal estate, gift and generation-skipping taxes, closely-held business planning, sale and acquisition of special assets, trust administration, charitable giving and private foundation administration. She received her Bachelors of Arts with honors from the University of Chicago and her J.D. with honors from the University of Michigan.

Denby is a past member of the Editorial Advisory Board of Trusts and Estates magazine as well as a past advisor to the charitable miniboard of Trusts and Estates. She has also lectured at numerous professional organizations and training institutes. She is currently an Adjunct Professor at John Marshall Law School teaching in the graduate tax program and has also taught at Northwestern University Law School.

The show will air on Comcast cable once a week at 6:30 p.m. on Tuesday’s for the entire month of February. The program reaches 105,000 subscribers on channel 35 in Arlington Heights, Bartlett, Des Plaines, Glenview, Golf, Hanover Park, Mt. Prospect, Northbrook, Park Ridge, Prospect Heights, Schaumburg, Skokie, Streamwood and Wheeling. The show will also be broadcast on Channel 19 at the same time to 120,000 subscribers in Buffalo Grove, Elk Grove Village, Hoffman Estates, Lincolnwood, Morton Grove, Niles, Northfield, Palatine, Rolling Meadows and Wilmette.

Financial Solutions is produced by Patrick Doland, CFP™, a fee only financial planner and investment manager in Northbrook and is intended to help viewers address their questions on investments, retirement planning, education planning, insurance, and estate planning.