This session covers nine situations from the presenter?s personal planning history during which a charitable gift solved a particular financial problem facing the donor. In each of these situations, the facts and problems of how the charitable gift was arranged to solve the problem will be covered. The various types of charitable gift annuities, uses of life insurance, charitable remainder trusts and wealth replacement trusts will also be discussed. Syllabus for Gift Planners code: 3.01

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It is entirely possible and perfectly legal for an individual to transfer $5M, $10M, even $100M to family with no gift and estate tax. The individual could also become a philanthropist to a level never thought possible. The tool? charitable lead trusts. Despite this power, very few gift planners have actually closed a CLT. The reason is twofold: lack of understanding and lack of proper marketing. This session will present exciting new ways to think about CLTs, how to market them, and discuss the technical rules of CLTs as they relate to the new strategies. Syllabus for Gift Planners code: 3.01.06

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A senior Internal Revenue Service staffer explains regulations related to lifetime charitable lead trusts, accelerated charitable remainder trusts and the definition of trust income. Syllabus for Gift Planners code: 3.01  MORE »

The author reviews case studies in which donors used a charitable remainder trust in tandem with a charitable lead trust to transfer wealth and achieve financial and philanthropic goals. He shows how tandem trusts can be structured and how to identify clients for whom tandem trusts are an appropriate planning strategy. Syllabus for Gift Planners code: 3.01  MORE »