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Charitable Giving Planning in Trusts and Estates - Part 1


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

DETAILS
Phone/Audio
Thursday, April 4, 2024
1:00–2:00 PM

SPEAKERS

  • Daniel L. Daniels, Wiggin and Dana LLP, Greenwich, CT
  • Michael Lehmann, Dechert LLP, New York City

PRODUCED
April 4, 2024

APPROVED CREDIT
North Carolina: 1.00 MCLE Hour

PROGRAM PRICING
See pricing below.