Charitable Giving for Estate Planners Out of Stock

Product Details

THIS ONDEMAND PROGRAM IS NOT ELIGIBLE FOR ACCREDITATION OUTSIDE OF SOUTH CAROLINA. 

About the Seminar
Join Jonathan Spitz of Todd and Johnson, Eleanor Foster from the University of South Carolina and Daniel Wiseman from Clemson University as they provide you with authoritative guidance on how you can advise your estate planning and taxation clients on the pros and cons of charitable giving.  This intermediate to advanced level Lunch and Learn program is intended to offer both specialization credit for Probate and Estate Planning and Taxation Law specialists but will also be useful to most estate planning and tax lawyers.

 

Seminar Agenda

I.  Overview of Charitable Giving in Estate Planning

a.  Jonathan E. Spitz – Moderator

b.  Eleanor L. Foster

i.   General Reasons why individuals may make charitable donation

c.  Daniel K. Wiseman

i.  General Summary of ways to donate

1.  Directly

2.  Trust options

II.  Ok, I Want to be Charitable, Now What?

a.  Assets to donate

i.  Cash or Securities

1.  Use of RMD

2.  Valuation determination

3.  Examples

ii.  Personal Property

1.  Types of personal property

2.  Valuation

3.  Examples

iii.  Real Property

1.  What is the interest

2.  Valuation

b.  When to give?

i.  While living

1.  Ways to give

2.  Trust options

c.  What is easiest to give/ receive

i.  For individuals

ii. For charities

d.  Pitfalls

i.  Problems Charities face with received gifts

e.  Reporting requirements to IRS

III.  Questions, Answers and Most of All, Solutions!

Adjourn

 

Mandatory MCLE Credit Hours
This seminar qualifies for 0.91 MCLE credit hour, including up to 0.91 Estate Planning & Probate and 0.91 Taxation Law Specialization credit. 

This seminar is an Intermediate level program. 

Note: When submitting your compliance reports to the SC Commission on CLE and Specialization, if you completed this in 2025, please use this course code: 250909ADO.

 

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The South Carolina Bar is an accredited CLE provider in South Carolina only. Attorneys are responsible for seeking their own credit in other jurisdictions.

Disclaimer: The views expressed in CLE programs and publications do not necessarily reflect the opinions of the South Carolina Bar, its sections, or committees. The South Carolina Bar believes that all Bar members have the right to both meaningful learning and to the exchange of ideas in a civil environment. The Bar reserves the right to remove or exclude any person from a Bar event if that person is causing inappropriate disturbance, behaving in a manner inconsistent with accepted standards of decorum, or in any way preventing fellow Bar members from meaningful participation and learning.