ORT America Planned Giving Webinar скачать в хорошем качестве

ORT America Planned Giving Webinar

Webinar Highlights: Maximize Charitable Deductions: Learn how to receive dollar-for-dollar deductions for charitable contributions, including gifts to donor-advised funds (DAFs) and private foundations. Avoid and Reduce Estate Tax: Understand the impact of federal estate tax sunset provisions, state decoupling exposures, and how to prepare for these changes. New SECURE Act Regulations: Stay informed about the latest updates and how they affect your estate planning. Strategic Use of Trusts: Discover the benefits of Charitable Remainder Annuity Trusts (CRATs) and Charitable Lead Annuity Trusts (CLATs) to grow your nest egg while increasing tax deductions. IRA Donations: Receive increased benefits by donating directly from your IRA, including insights on Charitable Gift Annuities (CGAs) and Qualified Charitable Distributions (QCDs). Essential Tools: Gain insights into the benefits and safety of Durable Powers of Attorney, and the strategic use of POD (Payable on Death) and TOD (Transfer on Death) designations.