Yikes! Finding and Fixing Self-Dealing (with examples)

The danger of self-dealing lurks in every CRT, CLT, PIF and Private Foundation. This advanced session will use real-life examples to discuss some of the easily identifiable self-dealing pitfalls. Come learn about each of the 6 types of self-dealing as we describe transactions that become self-dealing upon innocuous actions such as when there is a change of trustee or when someone in the donor's family marries. The session will close with a review of the steps needed to correct an act of self-dealing as well as several examples of self-dealing safe harbors.