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Resources>Webinars


PITFALLS AND SAFE HAVENS INVOLVED IN COMMON GIFT PLANNING SITUATIONS

Thursday, June 8, 2023 | 2:00 PM ET
Save

In each step that goes into the planning of a charitable gift, there are some
potential pitfalls that can cause the gift to fail. For example, a practitioner
may be asked to plan a charitable bequest for a client. But if the bequest
is for a troublesome purpose, such as a bequest to establish a scholarship for a
member of a particular racial group, that bequest won’t pass legal muster. The
speaker, who advises many charitable organizations, will review some of the
common missteps that practitioners make and provide suggestions on how to avoid
these mistakes.

Attendees will learn the challenges that may come up and how to avoid mistakes
with:

 * Common gift planning techniques
 * Bequest planning
 * IRA planning
 * Substantiation requirements for gifts

CLE, CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for
and are pending approval.

Sponsored by


Jonathan G. Tidd
Attorney
Jonathan G. Tidd Law Firm


Susan Lipp - Moderator
Editor in Chief
Trusts & Estates

 

 

 

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