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Never Out of Style: Charitable Solutions for Today

Help your clients take advantage of charitable solutions that 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. Learn how to develop a robust toolkit filled with both familiar and novel charitable planning solutions and why many advisors are recommending charitable lead trusts, testamentary charitable remainder trusts, testamentary charitable gift annuities, and donor-advised funds to their clients.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-21E1-18X
$80.00 or 1.00 credits
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Faculty: 

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

Suzanne L. Shier, Levenfeld Pearlstein LLC, Chicago   

Expires: 7/1/2024

Faculty: 

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

Suzanne L. Shier, Levenfeld Pearlstein LLC, Chicago   

Expires: 7/1/2024

Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
CategoryElder Law
CategoryTrusts
Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
CategoryElder Law
CategoryTrusts
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