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Program Overview Hear valuable information on giving vehicles, tax-savings opportunities, and unique philanthropic initiatives for your clients. Learn about the advanced charitable planning techniques that are favorable in today’s economic environment. Review sophisticated charitable planning techniques with a special emphasis on creative uses of private foundations, donor-advised funds, charitable remainder trusts, and advanced charitable estate [...]

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Program Overview Individuals have long sought to maximize gifts to charities through the use of irrevocable trusts, some of which may last decades or longer.  But what happens when the terms of those trusts become outdated?  When the charitable purposes would be best served through a change to those terms?  When changing circumstances require enhancement [...]

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This article appeared in the July 2020 Journal of Financial Service Professionals. 

$19.00

This article appeared in the March 2020 Journal of Financial Service Professionals. 

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Electronic will laws do not eliminate current law regarding will execution or notary standards. Instead, they simply add another tool in a financial institution’s toolbox to help facilitate estate planning locally and globally. In addition to easier access for most Americans who otherwise would not undertake going to a lawyer’s office, physical presence is not [...]

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This article appeared in the March 2019 Journal of Financial Service Professionals.

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Program Overview A note sale of an appreciating asset to an Intentionally Defective Grantor Trust (IDGT) is a planning strategy that can help to minimize estate and gift taxes. An individual sells their assets to the IDGT, commonly using an installment note at fair market interest.  A potential disadvantage of an installment sale to a [...]

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This article appeared in the September 2019 Journal of Financial Service Professionals.

$89.00

By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

$89.00

Buy clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

$89.00

By clicking "Buy Now" you will be redirected to Surgent to complete your purchase.

$19.00

This article appeared in the September 2019 Journal of Financial Service Professionals. 

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