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Note From the Editor: October 2024Note From the Editor: October 2024

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

Susan R. Lipp - Moderator, Editor in Chief

September 17, 2024

1 Min Read
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Charitable giving is an important part of many estate plans. Practitioners have a variety of strategies at their disposal to help clients give generously to the causes they care about, while also getting tax benefits. But little mistakes can cause big problems when it comes to claiming the charitable deduction. In his article, “Recurring Problems in Charitable Planning,” p. 36, Jonathan G. Tidd outlines some of the stumbling blocks regarding charitable planning around the donation. These include avoiding self-dealing when making a pledge and complying with the appraisal rules.

Our Special Report on Charitable Giving also includes some new developments involving philanthropic planning. In his article, “Wyoming’s New Contribution to Philant...

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About the Author

Susan R. Lipp - Moderator

Editor in Chief, Trusts & Estates Magazine

Susan R. Lipp is editor in chief of Trusts & Estates magazine, the WealthManagement.com Journal for estate-planning professionals. She oversees both the print and online version of T & E, as well as the monthly e-newsletter articles.
Susan served in leadership positions at Vendome Group, LLC (formerly Brownstone Publishers, Inc.) with editorial responsibility for publications and newsletters. Following her tenure at Vendome Group, Susan joined Community Housing Improvement Program (CHIP) as General Counsel, where she was editor in chief of its monthly newsletter and implemented initiatives to educate members on legal requirements. Susan began her career at Rosenberg and Estis, P.C., a real estate law firm in New York City.
Susan holds a Bachelor of Arts in Sociology from Brandeis University. She received her Juris Doctor Law degree from Hofstra University School of Law, graduating with distinction and having served as Associate Editor of the Law Review. Susan is admitted to practice law in New York State and is a member of the New York State Bar Association.