This annual event is open to professional advisors from across the region who want to learn charitable planning strategies to help better advise their clients. This event qualifies for 2 hours of CPE, CLE, or CFP continuing education credit.
Wednesday, June 9, 2021
Featured Speaker: Samuel A. Donaldson, JD, LLM
Presented via Zoom | Login begins at 8:45am | Presentation from 9:00-11:00am
Please Register in Advance
Qualifies for 2 hours of CPE, CLE or CFP continuing education credit.
Topic: What the Cool Kids are Doing in Estate Planning
In light of recent developments, some estate planning strategies have become especially popular. This presentation explains and evaluates several “hot” planning ideas, including spousal lifetime access trusts, charitable remainder trusts as beneficiaries of retirement accounts, ultra-long-term GRATs, and incomplete gift non-grantor trusts.