Estate Planning and Charitable Giving Strategies

September 6, 2018

Speakers: Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq. Sponsor: Peak Trust Company Course Description: Join us for an educational webinar on "Estate Planning and Charitable Giving Strategies."  This webinar will discuss:

  • The intersection of charitable giving and estate planning including income tax and state estate tax reduction.
  • How one can obtain the full benefit of a significant charitable donation, without having to give up on the new higher standard deductions.
  • When it is best to use a charitable lead trust and whether it should be a grantor trust or not. New concepts will be presented.
There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.