Canada: Eric Hoffstein Moderated A Panel At The STEP National Conference
Last Updated: June 21 2017

Litigator Eric Hoffstein moderated a panel at the STEP National Conference. The conference took place at the Metro Toronto Convention Centre in Toronto on June 12, 2017. The panel was called "Charitable Giving: Pitfalls in Drafting Gift Agreements and Implementing Philanthropic Goals".

The panelists were Terrance Carter, LLB, TEP, from Carters Professional Corporation and Ruth Mackenzie, President and CEO, from Canadian Association of Gift Planners. The panel addressed the challenges involved in drafting gift agreements, provided practical tips for avoiding common (and not so common) pitfalls. It also considered how to discuss and ascertain a client's philanthropic goals with a view to preserving the client's values and finding the best strategy for achieving the client's objectives.

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