Charitable Gifting Techniques to Benefit Your Client's Goals - A Look at the Options From Beneficiary Designations to Charitable Trusts (December 2017) [18497-5MP3 / 18497-5VIDEO]

Charitable Gifting Techniques to Benefit Your Client's Goals - A Look at the Options From Beneficiary Designations to Charitable Trusts (December 2017) [18497-5MP3 / 18497-5VIDEO]

 
Original Program Date: December 8, 2017
Duration: 1 hours
Credits: Law & Legal Procedure: 1.00
 
List Price:$99.00
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This recorded session was presented as part of the live seminar and webcast, Planning Outside the Box: State Specific Issues for Washington Estate Planners recorded on December 8, 2017, in Seattle, WA. If you attended the live seminar or webcast and reported CLE credits, you cannot also report credits from watching or listening to this recording.

Presenters Jessica Breitbarth and Renee Kurdzos bring their extensive knowledge in gift planning to discuss how charitable giving can be a useful tool in an estate planner’s toolbox. Even with uncertain tax reform looming, charitable giving remains an important conversation in every estate plan. This presentation explores not only the basics of charitable giving, but also more sophisticated techniques for real estate, life insurance, and appreciated assets.

Presenters:
Jessica H. Breitbarth – Seattle Children’s Hospital, Seattle
Renee Kurdzos – Fred Hutchinson Cancer Research Center, Seattle


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