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Charitable Giving – How to Support Your Favorite Charities Through Your Estate Plan
April 18, 2024@1:00 pm - 2:00 pm
Focus on the different strategies to provide for charitable giving, which will include:
- The Bequest Strategy
a) What is a Bequest?
b) What are the benefits of charitable bequests?
c) Types of Bequests
- The Charitable Trust Strategy
a) Charitable Remainder Trust Strategy
b) Charitable Lead Trust Strategy
- Gift Tax Exemption Strategy
- Beneficiary Designation Strategy
