Module Three

Estate Planning - Part I and II

Focus on the different aspects of Estate Planning

  • Traditional Estate Planning Tools – Wills, living trusts, irrevocable trusts, intra-family gifting, probate, and life Insurance
  • Estate and Gift Taxes - Basic estate and gift tax rules exclusions
  • Business Succession Planning - Goals, strategies, and their application to charitable planning
  • Estate Planning Strategies - Gifts, family sales, grantor retained income trusts, residential trusts, and family partnerships
  • Application to Charitable Planning Goals - Philanthropic heritage, wealth preservation, and liquidity planning
  • Application to Charitable Planning Strategies - Deferred gifting techniques and family foundations
  • Private Charitable Entities - Use of Private Foundations, Donor Advised Funds and Supporting Organizations to meet donor goals
  • Risk Management - Discussion of causes of litigation regarding planned gifts and effective litigation and estate management

Dates: January 22-23, 2018, 8AM-5PM
Fee: $930.00
Course Number - 7803