“Do not store up for yourselves treasures on earth where moth and rust destroy.”
Join Joe and Kip to review several case studies that will reveal the reasons and pros and cons of the various types of structures for philanthropy. We will discuss strategies such as family foundations, CRTs, CLTs, DAFs, and Charitable Annuities. Help your clients understand the value philanthropy can have for the family and their legacy.
- Be able to identify and explain charitable planning opportunities.
- Understand the potential tax advantages of charitable planning.
- Recognize the value philanthropy can have for the family as well as how it can create a legacy.
About the Presenters:
Learn from industry experts Joe Strazzeri, Esq., and Kip Kolson.Meet the Presenters
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