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Charitable Gifts of Complex Assets 1.00 Credit

Charitable Gifts of Complex Assets (December 2025)

  • ON-DEMAND SEMINAR

Presented in partnership with the WSBA Real Property, Probate and Trust Section
Visit the section's webpage to learn more or click here to join.

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

Credits:
1.00 Law & Legal Procedure
  • List Price: $99.00
Item Details:
Back to Charitable Gifts of Complex Assets

This on-demand session was presented as part of the live seminar, Probate and Trust - Fall 2025, presented on December 10, 2025. If you attended the live webcast and reported CLE credits, you cannot also report credits from watching or listening to this recording.

Presenter: Jere Doyle – BNY Mellon Wealth Management, Boston, MA


For accessibility or accommodation requests, or other questions, please email ondemand@wsba.org.

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