Presented in partnership with the WSBA Real Property, Probate and Trust Section
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This program discusses the structure and income, estate and gift tax consequences of charitable gifts of securities, closely held business interests (C corporations, S corporations, partnerships), retirement plans, artwork, bitcoin, stock options, deferred compensation, life insurance, real estate, intellectual property, and cars, boats and planes. In addition, compliance issues and substantiation rules are reviewed from an estate planning perspective.
Original Program Date: December 10, 2025
Product Code: 26497-4VIDEO