Affluent clients typically accumulate much of their wealth in trusts designed primarily to benefit family members. If these clients are philanthropically inclined, they may want to tap into the family’s non-charitable trusts for charitable giving. Specifically, the program will address: (1) how to utilize existing irrevocable trust assets for desired or obligatory gifts to charity either: (i) directly from the trust, (ii) through an entity like a partnership, or (ii) by distributing to an individual beneficiary who then donates to charity; and (2) how to draft new trusts to promote flexibility for future family philanthropy.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Partner & Chief Wealth Strategist
Gresham Partners LLC
Andersen US National Tax
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates