How should I plan charitable gifts as we approach year-end? Through my estate plan?

My client is charitably inclined.  How should I be advising her as we approach the year-end?  My client wants to make a charitable bequest through his estate plan – what is the best way to accomplish this? This program will provide a practical overview of a range of charitable planning concepts including Annual Cash donations, In kind donations of appreciated assets, QCDs (qualified charitable distribution) from an IRA (for beneficiary over age 70) to charity, Testamentary bequests, Charitable Annuities (CGAs), Charitable Trusts (charitable remainder trusts, charitable lead trusts, non-charitable trusts used to make charitable gifts). There is a myriad of ways clients can better accomplish their charitable goals (e.g., using donor agreements, permitting charities to be added to non-charitable trusts, etc.) and to improve the tax benefits of charitable giving. This program will explore a range of planning ideas that practitioners encounter in practice and endeavor to expand the planning with those techniques, and explore and explain some less commonly used techniques that may be helpful in better serving clients.

Speakers: Martin Shenkman, Esq. and Joy Matak, JD, LLM, Sax LLP Trusts & Estates Practice Leader.

Featured Charity: American Cancer Society

Email us your questions or ideas in advance and we’ll include them in our discussion

*This may constitute attorney advertising.

* No CPE, CLE, etc. is offered but a certificate of attendance will be provided.

Thursday, November 30, 2023 | 4:00-5:00



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