In every step that goes into the planning of a charitable reward, there are some potential pitfalls that may trigger the reward to fail. For instance, a practitioner could also be requested to plan a charitable bequest for a consumer. But when the bequest is for a hard goal, equivalent to a bequest to determine a scholarship for a member of a specific racial group, that bequest received’t move authorized muster. The speaker, who advises many charitable organizations, will evaluate a few of the frequent missteps that practitioners make and supply ideas on the right way to keep away from these errors.
Attendees will be taught the challenges which will come up and the right way to keep away from errors with:
- Widespread reward planning strategies
- Bequest planning
- IRA planning
- Substantiation necessities for items
CLE, CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Jonathan G. Tidd
Jonathan G. Tidd Legislation Agency
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates