Charitable Giving – How to Support Your Favorite Charities Through Your Estate Plan
September 5@1:00 pm - 2:00 pm
Topics That Will Be Answered In This Seminar:
Focus on the different strategies to provide for charitable giving which will include
1) The Bequest Strategy
a) What is a Bequest?
b) What are the benefits of charitable bequests?
c) Types of Bequests
2) The Charitable Trust Strategy
a) Charitable Remainder Trust Strategy
b) Charitable Lead Trust Strategy
3) Gift Tax Exemption Strategy
4) Beneficiary Designation Strategy
