Creating a Legacy of Giving: How to Incorporate Charitable Strategies into Your Estate Plan
September 4@1:00 pm - 2:00 pm
This Seminar will 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
