Charitable Giving for Estate Planners Out of Stock
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Product Details
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 2024, please use this course code: 241283ADO.