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Charitable Planning: Tools and Practice

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Summary:

With the wealth transfer of the baby-boomers already underway, it is important to explore whether clients have charitable interests. How can you raise the topic of charitable giving with clients? What legacies do clients wish to leave their communities and favorite charities? What options do you have for helping them achieve these goals? This seminar will also provide an overview of the tools and how they are applied to some common fact patterns.

This CLE will be available online until May 16, 2018.

Product Description:

Speakers:
Christopher J. Burns, Henson & Efron, P.A.
Grant K. Wacker, Wells Fargo

 


CLE Credits:

1.0 Standard CLE Credit approved | Event Code: 220099

Cost:
MSBA Members:  $29.95
Non-MSBA Members:  $64.95