November Monthly Program: "Creative Trust Planning for Charitable Giving"

When
21 Nov 2023
11:15 AM - 1:00 PM
Location
Ability 360: 5031 Washington St, Phoenix, AZ 85034
Registered
35 registrants

Registration

AZCGP Member with Pre-Paid Meetings
In Person AZCGP Member – $45.00
In Person AZCGP Member with Pre-Paid Meetings
In Person First Time Guest – $45.00
Please email admin@azgiftplanners.org or call (480)409-8522 for registration code.
In Person Returning Guest – $65.00
Online AZCGP Member – $25.00
Online First Time and Returning Guest – $25.00

Registration is closed

"Creative Trust Planning for Charitable Giving"

Stephan King, CPA, PFS

Sole Practitioner

Stephan King, PC

Brent W. Nelson

Partner

Rimon, P.C.

Many planned giving options that provide the donor or the donor’s family with some benefits involved trusts. This presentation will discuss the rules relating to charitable remainder trusts and charitable lead trusts, presenting practical and creative options for each. Then, the audience will learn how to maximize tax benefits for distributions directly to charity from a trust, especially after a donor’s death, and will discuss how charities can protect themselves from onerous restrictions when accepting charitable distributions.

Learning Objectives:

-Understand CRTs and CLTs

-Learn flexible options for CRT and CLT planning

-Become familiar with income tax deduction limitations on trusts

-Learn how UPMIFA can make charitable gifts a burden, and how to limit the

burden

Huge Thank You to This Programs Sponsor!