Charitable Planning: Techniques to Help Your Clients

This full day seminar provides a comprehensive overview of various charitable planning techniques. Beginning with a brief overview of what charitable planning means, this program covers a wide range of topics including charitable remainder annuity trusts (CRAT), charitable remainder unitrusts (CRUT), charitable lead annuity trusts (CLAT), private foundations, charitable gift annuities, donor-advised funds, and income and estate tax limitations. The program closes with a brief panel discussion that not only wraps up the topics discussed, but also allows for a question and answer period. The seminar is designed for beginning to intermediate level trust & estate professionals, small and closely-held business attorneys, financial planners, and accountants.

 

 

 

This segment provides a general overview of what charitable planning means, as well as who should consider it. The various disciplines of law involved are also discussed.

 

9:30 – 10:30 a.m. Charitable Remainder Annuity Trusts, Charitable Remainder Unitrust, and Charitable Lead Annuity Tests

The speaker explains the dynamics of both charitable remainder annuity trusts (CRAT) and charitable remainder unitrusts (CRUT), including why these vehicles are particularly useful in low-interest environments. Charitable lead annuity trusts (CLAT) area also examined.

 

 

This segment provides information on the creation and management of private foundations, highlights some of the requirements that are applicable to these entities, and compares private foundations to donor-advised funds.

 

This segment examines various planned giving strategies that can enhance your client’s personal financial goals and help your client answer an important question, “Are they well-planned and how can they tell?” This segment includes a discussion of how annuities and insurance can fund charitable gifts.

 

 

Using both donor and donee perspectives, this segment focuses on the income and estate tax limitations that impact charitable gifts of both personal property and real estate.

 

The panel discussion wraps up the topics discussed throughout the program and offers question-and-answer opportunities for the attendees.