Search

Never Out of Style: Charitable Solutions for Today

Now is one of the best times to take advantage of charitable solutions to help clients make an impact in their community, transfer value and values to their family, and manage their taxes. From affluent to ultra-high net worth, whether an artist, executive, professional, or inheritor, there is a charitable strategy to consider. With interest rates that recently trended to new lows and tax law changes such as the SECURE Act, advisors have a robust toolkit filled with both familiar and novel charitable planning solutions. Learn why many advisors are recommending charitable lead trusts, testamentary charitable remainder trusts, testamentary charitable gift annuities, and donor-advised funds to their clients now more than ever.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-21E1-18
$80.00 or 1.00 credits
decrease increase
Share

Faculty: 

Don Gottesman, JD, LLM (Tax), The Chicago Community Trust, Chicago

Suzanne L. Shier, Levenfeld Pearlstein LLC, Chicago   

Expires: 9/30/2023

Faculty: 

Don Gottesman, JD, LLM (Tax), The Chicago Community Trust, Chicago

Suzanne L. Shier, Levenfeld Pearlstein LLC, Chicago   

Expires: 9/30/2023

Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
Customers who bought this item also bought

Estate Tax Apportionment: Who Bears the Burden of Paying the Tax?

P2121-21E-04
Focus on drafting tax apportionment clauses and how the standard clause can have unintended consequences if not discussed with the client. We will review several examples to demonstrate how a standard apportionment clause, or a lack of any direction as to the payment of estate taxes, could impact the ultimate distributions under an estate plan.
$80.00

Yin and Yang of Charitable Giving: Tax and Practical Aspects of Gifts To and Grants From Charities

P9004-21E1-17
Understand the tax and legal aspects of contributions to charitable organizations – and the use and distribution of those funds by the charities. Discover practical aspects of drafting related documents, such as gift acceptance policies, gift agreements investment policies and grant agreements.
$80.00

What Did We Do Last Year? Post-Inauguration Planning Strategies (SLATs, GRATs, IDGTs, QPRTs and more!)

P9004-21E1-16
Many clients used specific estate planning techniques prior to year end based upon projections about who would be President, the makeup of Congress, anticipated estate tax laws, and predictions about the economy and interest rates. Now that some of these issues are settled, we will review estate planning techniques that are available and discuss how to fix what we did and resolve client remorse.
$80.00
Filters
Sort
display