to Keep Up With
Planning Ideas and
or More Ideas?
Case studies, workshops and professional planned giving resources.
Individuals considering a charitable remainder
or lead trust need to understand that their financial goals can
be met without interfering with their family's security. Heirs
can be protected and families united as they redirect their
social capital. Develop your potential for economic citizenship.
- Minimize Estate and Capital Gains Taxes, Reduce Income Taxes
- Use a charitable remainder trust (CRT) as a Discretionary
- Control Retirement Income with a NIMCRUT or Spigot Trust
- Real Estate, Stock Portfolios, Business Assets
Repositioned Tax-Free (Lifetime Control of More Capital)
through a CRUT
- Business Exit Strategies for Family Business Owners
- Coordinate the Control of Your Social Capital with a CRT
and Family Foundation or Donor Advised Funds by Giving Away
the IRS' Money.
- Families with Donative Intent Can Meet Their Financial
Goals Within an Integrated Financial and Estate Plan
- Professional Development for NPO Gift Planners and
- Host Workshops and Private Seminars for Not-for-Profits
and Family Groups
Resources and Books
booking workshops, briefings and seminars for 2010 ...
Association of Advisors in Philanthropy
Philanthropy ... Public Link to PGDC - CRT
Advisors' Liability and
... New estate and gift tax rates
in place now, but what effect will sunset have?
CONTACT US FOR A FREE
PRELIMINARY CASE STUDY FOR YOUR OWN CRT SCENARIO
or try your own at Donor
Please note -- there's much more to estate and
charitable planning than simply running software calculations,
but this service does give you a chance to see how the calculations affect
some of the design considerations.
This is not "do it
yourself brain surgery".
When might a CRUT be superior to a CRAT? Which type of CRT is best
used with which assets? Although it may be counter-intuitive,
sometimes a lower payout CRUT makes more sense and pays more
total income to beneficiaries. Learn why and when to use a CLUT vs. CLAT
and the traps in each lead trust. Which tools work best in which
planning scenarios? Check with our office for solutions to this
alphabet soup of planned giving tools.