transcript   Transcript

Cool Charitable Deduction Strategies in the New Tax Climate

Recorded on: Oct. 3, 2018
Running Time: 00:59:09

Full Transcript:

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Taken from the Web Program 49th Annual Estate Planning Institute Recorded September 2018 in New York

Cool Charitable Deduction Strategies in the New Tax Climate [00:59:09]
  • Outright charitable gifts—not just cash on the barrelhead
  • Planning for clients who take the standard deduction
  • Increased importance of IRA transfers to charities
  • Income tax savings NOW for clients’ death time gifts
  • Trust selection, the tax rules and drafting techniques
  • Early trust termination and division of assets between the parties
  • Avoiding pitfalls and patching up the other fellow’s shortfalls

Conrad Teitell

The purchase price of this Web Program segment includes the following article from the Course Handbook available online:

  • Cool Charitable Deduction Strategies in the New Tax Climate
    Conrad Teitell
Conrad Teitell ~ Cummings & Lockwood LLC
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