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
Don Gottesman, JD, LLM (Tax), The Chicago Community Trust, Chicago
Suzanne L. Shier, Levenfeld Pearlstein LLC, Chicago