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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:
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