President Trump and his administration have established clear priorities in a number of areas likely to impact schools. We will discuss these priorities and their implications for secondary schools and institutions of higher education. We will also provide an update on recent cases that may impact schools and school policies. We hope you will join […]

Private foundations are often misunderstood and sometimes maligned as a philanthropic vehicle. Although private foundations are subject to stringent laws, there are nevertheless plenty of ways private foundations can carry out creative and effective philanthropic initiatives. They are not limited merely to grant making. Join Casey and Zan to learn about the five questions they […]

Presented by: Michael Offenheiser Offering 1.0 hour of CLE and CPE credit We invite you and your clients to join us for an insightful seminar designed to complement and enhance the guidance you already provide. This session will explore estate planning fundamentals and beyond—equipping you with tools to help your clients preserve wealth, minimize tax […]

Earn 1.0 hour of CLE credit Join us for an in-depth update on the Trump administration’s education policies and legal decisions impacting schools, higher education, and religious liberty. We will review and provide an update on the Trump administration’s progress in implementing its education priorities… returning education policymaking and decisions to the states enforcing the […]

Presented by: Michael Offenheiser Offering 1.0 hour of CLE and CPE credit Join us for an in-depth presentation on Foundational Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families: Why it Requires More Than Just the Basics. This presentation will explore how foundational estate planning—covering essentials like powers of attorney, health care directives, wills, and living trusts—can […]

Offering 1.0 hour of CLE credit.  As more churches are considering mergers, acquisitions, and affiliation arrangements with other churches, legal counsel must navigate increasingly complex tax, governance, and structural issues. Join Brown & Streza partners Casey S. Hale and John C. Peiffer for a legal deep-dive into the transactional frameworks that churches are using to […]

You may be familiar with the statement “Charity begins at home,” but the complete proverb actually says “Charity begins at home, but should not end there.” This webinar will take this proverb a step further by providing an overview of three common tools successful families use to organize and execute on their charitable goals. Overview […]

Join us for an in-depth year-end update on the Trump administration’s education policies and legal decisions impacting schools, higher education, and religious liberty. We will review and provide an update on the Trump administration’s progress in implementing its education priorities… returning education policymaking and decisions to the states reconfiguring the U.S. Department of Education reshaping […]

This presentation will discuss the most common mistakes private foundations make. Register via Zoom While there are stringent rules governing private foundations, forming and operating a private foundation need not be complex or dangerous. Understanding the rules applicable to private foundations will minimize the risk of noncompliance and help ensure operating the foundation remains a […]

Register via Zoom Many faith-based nonprofits focus on the obvious legal requirements, but it’s often the overlooked issues that create the greatest risk. In this insightful webinar, our presenters explore the “middle-of-the-night” legal questions that faith-based nonprofit leaders should be asking but often aren’t. From governance and fundraising compliance to volunteer liability and insurance gaps, […]

Presented by: Casey Hale, Heather Lachenauer, and Christian Matozzo Offering 1.0 hour of CLE credit Register Here Legislation enacted by Congress in July 2025 created “scholarship granting organizations” (SGOs)—a new type of IRC § 501(c)(3) organization whose donors may qualify for a dollar‑for‑dollar “Education Freedom Tax Credit” (EFTC). Effective January 1, 2027 (subject to state […]