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Communicating Charitable Giving in an Understandable Way

October 1, 2021 @ 12:00 pm - 1:00 pm

Attend by live Zoom

1 MCLE credit hour

This introductory program for non-specialists will reveal in an understandable way how your client’s charitable giving can be supercharged to increase both income and estate tax savings not only for the client and the client’s family, but also increase the amount of the client’s support the University’s Rising Tide Capital Campaign will eventually get.

The materials will:

  • Tear away the mystique of how charitable remainder trusts and charitable gift annuities can actually be used by your clients to defer paying tax on the gain realized from the cash sale of assets that have grown in value and how reporting the gain can be legally deferred.
  • Explain which technique to use to obtain maximum income and estate tax savings for the family.
  • Demonstrate how trusts can be used to convert future ordinary income into immediate capital gains.

You will be furnished with simple to follow examples to clearly illuminate the tax saving potential for each technique.

Most of all you will learn how to effectively and understandably communicate the tremendous tax savings from what may otherwise seem to be technically complex planned giving techniques–all while helping your client to become a major player (and contributor) in supporting of the University’s Rising Tide Capital Campaign.

Also covered will be the effect of pending tax law changes, most of which would not adversely affect the techniques discussed in this webinar.

Speakers:    Jerome M. Hesch, Berger Singerman LLP, Miami

                    Daniel H. Markstein III, Maynard Cooper & Gale PC, Birmingham

                    Irving Silver, Silver Voit & Garrett PC, Mobile