Advanced registration has closed. The event is sold out.

 On December 1, 2015, Mark Zuckerberg and Priscilla Chan founded The Chan Zuckerberg Initiative, a limited liability company whose mission is to "advance human potential and promote equality in areas such as health, education, scientific research and energy."  Read this article titled The Unknowns of Zuckerberg’s LLC By David van den Berg published by Tax Analysts in Tax Notes on December 14, 2015 to learn more about the initiative.

Our panel of experts will discuss this example of "philantrocapitalism", exploring the pros and cons of forming as an LLC and how this decision may affect how people give in the future. This complimentary event is hosted by Bernstein Private Wealth Management. 

moderator

Jacqueline Valouch  Vice President, Charitable Planning Consultant, Fidelity Charitable

panelists
 
David Dubrow  - Director of Family Wealth Planning, Perelson Weiner, LLP
Thomas J. Pauloski J.D. -  National Managing Director, Wealth Planning and Analysis Group, Bernstein Private Wealth Management
Walter Sweet - Vice President, Rockefeller Philanthropy Advisors

Jacqueline Valouch
Vice President, Charitable Planning Consultant, Fidelity Charitable

Jacqueline Valouch is vice president and charitable planning consultant for Fidelity Charitable^®,
an independent public charity that has helped donors support more than 190,000 nonprofit organizations with nearly $22 billion in grants since its inception in 1991. The mission of Fidelity Charitable is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Ms. Valouch assumed her current role in 2003.

 Ms. Valouch serves as a premier charitable planning resource to advisors and their clients in the New York metro area. In this role she is responsible for building relationships with advisors, enhancing their understanding of Fidelity Charitable’s donor-advised fund program and discussing ways to incorporate charitable giving strategies into clients' overall financial and wealth management plans. 

Prior to joining Fidelity Charitable in 2003, Ms. Valouch practiced law with Phillips Nizer, LLP in New York City.  She also worked at Sills, Cummis, Radin, Tischman, Epstein & Gross in Newark, New Jersey, and began her career at Frankenthaler, Kohn, Schneider & Katz in New York City.

 Ms. Valouch received a bachelor of arts degree from State University of New York at Albany, and a juris doctor degree from New York Law School, where she served as an adjunct professor of law.  She is a member of the American Bar Association, the New York State Bar Association and the New York City Bar Association. Ms. Valouch sits on the board of directors for the Armory Foundation, an organization committed to serving youth by promoting fitness, a love of sport and the pursuit of individual excellence.

David L. Dubrow, JD
Director of Family Wealth Planning, Perelson Weiner, LLP

Mr. Dubrow, Director of Family Wealth Planning, focuses his career primarily on advising very wealthy entrepreneurs and their businesses and multi-generational families and their affiliated entities. He addresses a broad range of personal, family, business, tax, investment and philanthropic matters, including the development and implementation of family and business governance structures; the design and administration of family offices; succession planning for closely-held private companies and privately-controlled public companies; and the establishment of sophisticated, multi-strategy investment platforms to enable families to invest on a collective basis while maintaining maximum flexibility. Mr. Dubrow's clients are both in the United States and around the world.

His extensive experience includes transactional and tax planning for U.S. and foreign individuals, trusts, partnerships, limited liability companies, and closely-held and publicly-traded corporations, including negotiation and implementation of mergers and acquisitions, restructurings, financings, re-financings, spin-offs, sale-leasebacks, like-kind exchanges, and related matters; the structuring of a broad range of investment funds, including hedge funds, private equity funds, funds of funds, etc., as well as the use of sophisticated financial derivatives products; and representation of registered investment advisors and principals of investment funds.

A valued advisor for multi-generational clients with complex trust, entity and family office structures, Mr. Dubrow frequently has served as trustee of family trusts, as manager or co-manager of closely-held investment entities, as manager of family offices, as a member of advisory boards of investment managers, and in comparable fiduciary positions.

Mr. Dubrow was graduated from Vassar College, Poughkeepsie, NY, with an A.B. and the NYU School of Law, New York, NY, with a J.D.

He is a member of the bars of the States of New York and Connecticut.



Thomas J. Pauloski
National Managing Director, Wealth Planning and Analysis Group

Thomas J. Pauloski is a National Managing Director of the Wealth Planning and Analysis Group; he works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Pauloski was appointed a National Managing Director in 2009. Prior to joining the firm in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Pauloski is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Pauloski earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service. 

Walter Sweet
Vice President, Rockerfeller Philanthropy Advisors

Walter oversees RPA’s East Coast-based advisory work and develops donor relationships. Walter leads client engagements with foundations supporting health, community development, education and entrepreneurship. Previously, he served as a program officer at the New York Community Trust, the nation’s largest community foundation, where he conducted special project grantmaking and monitored and evaluated programmatic activities.

Prior to joining Rockefeller Philanthropy Advisors, he was Vice President of SASI where he managed contractual agreements for international joint ventures and new business development, including with the U. S. Federal government and military operations. Walter holds a Bachelor’s degree in American History from Columbia University and is a past board member of the Nonprofit Coordinating Committee of New York, the Business Outreach Center Network and Columbia University’s Advisory Committee on Socially Responsible Investing.

Walter has been interviewed by national publications including The Wall Street Journal and The Financial Times. He has appeared on television networks such as MSNBC News and regularly serves on panels of philanthropic experts.