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We dive deeper into Charitable Lead Trusts with part 2 of Russell James' exploration and analysis.
Planning for high net worth clients should include professional collaboration; adding philanthropic planning makes collaboration a necessity. Understanding what true collaboration is and how it works is not well understood. This series of conversations is meant to...
16 Jun 2016 | General | National Publication | News story
Lots of newsworthy items on the web including new stats on increased giving and more IRS transparency.
We begin our examination of Charitable Lead Trusts with Part 1 of 3 with Russell James.

 Bruce DeBoskey, examines the recent IRS Notice that allows foundations more latitude in mission related investing.


Sometimes, combining planned gifts can have tremendous benefits, especially when the donor really doesn't give up much at all.

9 Jun 2016 | General | National Publication | News story
No, this isn't the Enquirer, but Hollywood estate plans sure are in the news.
We conclude the deep dive into charitable remainder trusts by exploring the variations available and their applications.
7 Jun 2016 | General | National Publication | News story

A look at the ethical roots of the donated dollar highlights this weeks news from around the internet.


For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for June 2016 is 1.8%; same as May.

1 Jun 2016 | General | PGDC Network | News story

Conferences and Events that should be interesting to our readers.


Russell James continues part three on charitable remainder trusts.

This interview with Johnne Syverson explores the current state of the gift annuity marketplace and the surprisingly small number of charities that currently offer them. Is there a better solution for charities?
23 May 2016 | General | National Publication | News story
Summer is unofficially here and the news is brighter than a summer's day.
We continue our deep dive into Charitable Remainder Trusts with Russell James.

In this article, author Bruce DeBoskey recommends that the integration of philanthropy into the estate plan should be much more than a financial and tax transaction. In fact, he suggests that the possibility for true family transformation exists with the right...


Russell begins his deep dive into one of our most important tools, the charitable remainder trust.


For years, both the capital gains tax and the estate tax have been referred to as the "Voluntary Taxes." Donors are counseled how to avoid or reduce either of these taxes, by making charitable gifts or by creating planned gift vehicles.  Dan Rice's recent...


Russell James continues on life estates, an under-utilized strategy.


Finding lost or missing heirs is an important task. This interview with the head of provides useful tips for professionals and helps tell the pros from the cons.

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7520 Rates: June 1.8% May 1.8% April 1.8%

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