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Charitable giving can be a major portion of clients' trust estate planning and introduce substantial complexity.
Charitable giving may be motivated less by a desire for tax savings and more by a desire to have an impact on a specific charity or a community. Clients may also want to retain some measure of control during their lifetimes over the property they are donating and retain income from the property.
Though there is a vast array of vehicles and planning techniques to achieve these goals, working through the alternatives is daunting.
This program provides a practical guide to the range of charitable giving vehicles, planning techniques to achieve client goals, tax and non-tax tradeoffs, and integrating charitable giving with overall estate plans.
Part 1 topics include:
- Charitable giving vehicles and techniques & advantages and disadvantages of each
- Integrating charitable giving into overall estate plans
- Use of Charitable Remainder Trusts and Charitable Lead Trusts to achieve client goals
- Donating life insurance policies and proceeds and related trust issues
- How to restructure restricted charitable gifts
- Tax pitfalls of charitable giving
- Post-mortem charitable giving techniques