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Charitable Planning in the New Estate Planning World – why you must include charitable planning into your practice and your planning process
Program Summary:
Of course most of us are familiar with philanthropic and charitable planning. We can effectively answer questions when our clients ask. Many professionals can even identify opportunities and situations where charitable techniques might be a potential solution. However, why should be even more proactive? Why should we be incorporating charitable planning into our practices and into our conversations with our clients? For our April event we will hear from a nationally known expert, Jacqueline Valouch -- a former trust and estates attorney, who is the Vice-President for Charitable Planning for Fidelity Charitable. She will cover what's new, what's hot, and why we should be talking to our clients about charitable planning. We've seen changes in the tax laws/code, higher exemptions, lower estate tax rates, higher income tax rates, and more. Many professionals think charitable planning is simply for clients who are charitable. Is it? Charitable techniques and strategies can create and transfer large amounts of wealth.
Don't miss this brand-new, informative presentation. It will not only help our clients, but will help us as professionals.
Program Schedule:
11:30 am -- Registration Opens/Networking
11:45 am -- Lunch Begins
12 noon -- Program begins
1:45 pm -- Program concludes
