Planning

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4 Dec 1998 | Investing | National Publication | Article
In this week's edition of Gift Planner's Digest, philanthropic financial advisor Paul Comstock discusses "Investment Strategies for Fiduciaries of Split-Interest Trusts."
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28 Jan 1999 | Compliance | National Publication | Article
What is value? In this edition of Gift Planner's Digest, San Francisco attorney and planned giving consultant Lynda S. Moerschbaecher explores the crucial role that establishing a correct value plays in the outcome of charitable gift plans.
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In recent weeks, Charitable Reverse Split-Dollar Insurance has received a great deal of attention and is the subject of pending legislation that would prohibit it entirely. In this edition of Gift Planner's Digest, San Francisco attorney, Erik Dryburgh reviews the...
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Prudent Planning or Evil Twin?
Last week, the PGDC published an article by Michael V. Bourland on the traditional and prudent uses of family limited partnerships. This week, Stephen R. Leimberg explores a variation on the family limited partnership -- one with a charitable twist. But is the "...
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Are your clients exercising all of their charitable options? In this edition of Gift Planner's Digest, Philip T. Temple and Fred J. Marcus join to explore the rules and opportunities that surround contributions of employee stock options and restricted optioned stock.
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Charitable Reverse Split Dollar Life Insurance has been marketed for several years as a vehicle that provides benefits to both charity and donor. In this first contribution to Gift Planner's Digest, noted Charitable Tax Attorney Douglas K. Freeman, J.D., LL.M takes...

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Charitable Remainder Trusts that are measured by the life of one or more individuals offer several options with respect to when trust payments terminate. Although the selection of final payment method may seem benign, it can have a significant effect on income...

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An Estate Planner's Dream Come True

Are you looking to gain a better understanding of charitable lead trusts and how they can be used to accomplish clients' estate planning and philanthropic objectives? Who better to convey these concepts than Stanley S. Weithorn? In this edition of Gift Planner's...

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Thinking about a private foundation? Maybe you should consider an alternative. In this article, Los Angeles attorneys David Wheeler Newman and Jose Silva examine the roles that public charities, common funds, and supporting organizations can play accomplishing...

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Looking back on 1999, from a charitable ruling standpoint, it could be called the year of the charitable lead trust. And no wonder, with interest rates at 29 year lows, donors and advisors have taken advantage of a cyclical opportunity to maximize the value of their...

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Since January 1, 1998, charities have been able to own Subchapter S stock. But how should they own it? In this edition of Gift Planner's Digest, Laura Peebles, tax director at the national office of Deloitte & Touche, challenges the conventional wisdom of corporate...
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Passing the family business intact from one generation to the next is one of today's most challenging estate planning problems. And trying to get the company over to one child, who is active in the business, while maintaining proportionate distributions to others who...
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Just when you thought attorneys and accountants didn't have a sense of humor, Reynolds Cafferata, Esq. and Temo Arjani, CPA send us a tongue-in-cheek article on how to sell a hot tub company via a charitable remainder trust. Humor aside, if you want a great example...

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Does a donor's entrepreneurship have to end when their philanthropy begins? Not according to Dan Rice who, in this edition of Gift Planner's Digest, describes one of the more creative giving arrangements with which he has been involved -- the Venture Capital...

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The impact of the biases in favor of married couples found in state laws and in the federal tax code on planned giving for unmarried couples is explored in this article by Chris Yates. The usefulness of various planned giving vehicles for these non- traditional...

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A potentially useful lifetime charitable giving technique for donors who own appreciated employer stock in a qualified retirement plan is described in this article by Dan Rice. As the article explains, the technique involves obtaining favorable tax results for the...

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Darryl Ott and Robert Lew discuss charitable planned giving techniques for the increasingly popular (and complex) assets known as incentive stock options, non-qualifed stock options, and restricted stock in this informative article. The article includes a number of...
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In this edition of Gift Planner's Digest, Philip T. Tobin discusses donor advised funds and explains how this simple, flexible and cost-effective tool can assist in tax-efficient planning and allow a wide range of Americans to participate in philanthropic pursuits.
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In the last edition of Gift Planner's Digest, the PGDC posted an article by Philip Tobin entitled, Donor Advised Funds: A Value-Added Tool for Financial Advisors. Originally published in the November 2001 issue of CCH's Journal of Practical Estate Planning, the...

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19 Jul 2002 | Compliance | National Publication | Article

In this edition of Gift Planner's Digest, Vaughn W. Henry and Johni Hays, advisers specializing in trusts and estates and gift planning, discuss ten charitable planning mistakes that tax practitioners should avoid in designing and implementing charitable trusts of...

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