Hirschler Professional Advisors Seminar

The late Edward S. Hirschler was a prominent Richmond lawyer and community leader. He served as one of the first presidents of Richmond Jewish Foundation. Shortly after Ed’s death, the Richmond-based law firm he co-founded, Hirschler Fleischer, established the Hirschler Advisor Seminar through the Richmond Jewish Foundation.

The Hirschler Professional Advisors Seminar provides an annual seminar to enhance educational opportunities relating to charitable giving and estate planning for legal and financial professionals.



Before One Gives, Look

Speaker: Phyllis Katz


Completing the Puzzle – Planned Giving Solutions that Fulfill Comprehensive Financial, Charitable, and Life Plans

Speakers: Melanie J. Norton, Eric Motycka
16th Annual Hirschler Seminar (recording)


Charitable Planning to Recommend to Clients Now

Speaker: Marty Shenkman


How to Optimize the Tax Benefits of Charitable Gifts

Speaker: Jere Doyle


Navigating a New Tax World: Estate, Income Tax and Charitable Planning Under the “Tax Cuts & Jobs Act”

Speaker: Marty Finn


Charitable Planning in These Uncertain Times

Speaker: Kirk Hoopingarner


One Size Doesn’t Fit All – Finding the Right Charitable Giving Option for Your Client

Speaker: Ellen H. Halfon


Designing Charitable Giving Strategies for New Age Estate Planning

Speaker: Turney Berry


Federal Tax Update: The Estate Planner’s Guide to Important Cases, Rulings, Regulations, and Legislation from the Past 12 Months

Speaker: Samuel A. Donaldson


Estate Planning in 2013 – Dealing with the Aftermath of 2012

Speaker: David Pratt


Using the Expiring Tax Law Provisions and Philanthropic Planning to Help Your Clients Meet Their Personal Planning and Charitable Goals

Speaker: Brian Sagrestano


How the 2010 Tax Act and Current Economic Conditions Have Changed the Ground Rules for Estate Planning

Speakers: Glenmede’s Adam Conish, Nina Cohen and Chuck Aulino


How and Why to Counsel Your Client on Intergenerational Philanthropy

Speaker: Ellen Remmer
Panelists: David Long, Sam Davis, Bobby Thalhimer


Donor Advised Funds: A Primer for Professional Advisors and their Clients

Speaker: Doreen Fundiller-Zweig
Panelists: Nancy Eberhardt and Bill Gray


Donor Centered Philanthropic Strategies

Speaker: Ed Beckwith


Family and Charitable Planning With Retirement Accounts

Speaker: Chris Hoyt


The Top Ten Charitable Planning Ideas for Our Time

Speaker: Kathryn Miree