Prosperous shoppers sometimes accumulate a lot of their wealth in trusts designed primarily to learn relations. If these shoppers are philanthropically inclined, they could wish to faucet into the household’s non-charitable trusts for charitable giving.

Particularly, this system will handle:

• make the most of present irrevocable belief belongings for desired or compulsory presents to charity both: (i) instantly from the belief, (ii) via an entity like a partnership, or (ii) by distributing to a person beneficiary who then donates to charity.
• draft new trusts to advertise flexibility for future household philanthropy.

Sponsored by

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

Kim Kamin

Associate & Chief Wealth Strategist

Gresham Companions LLC

Carl Fiore

Managing Director

Andersen US Nationwide Tax

Susan Lipp – Moderator

Editor in Chief

Trusts & Estates