Summary
Do our clients have charitable intent? Do they realize they have such intent? Do they have the funds or property available with which to fulfill their charitable giving goals? Do they know how to structure charitable gifts in a way that will give them maximum personal satisfaction and tax benefits and at the same time confer a real benefit on the charitable donee? As estate planners, we can be of extraordinary assistance to our clients in successfully resolving these questions. During this teleconference, we will look at the following:

• An overview of tax deductions available for contributions to or for charity
• Trusts and other mechanisms by which to make charitable gifts
• Using IRA or qualified plan proceeds to fund charitable gifts
• Issues associated with transferring closely-held business interests to charity

Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSB, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSB, then you will be charged a $100 cancellation/materials fee.

Archive Note: CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.

State CE Exceptions: Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application.