Planned giving education is essential for donors and professional advisors. The GiftLegacy and GiftLaw teleconferences provide education about gift planning methods that benefit charities. Your donors will be motivated to learn more about gift planning strategies and to make gifts to your organization. Your allied professionals will be both encouraged and acquire greater understanding of how they can use the powerful gift planning methods for their clients.
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WebCast Teleconferences
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GiftLaw Teleconferences for CPA's, Attorneys, CLUs, CFPs, Trust Officers
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2009 Planning with a $3.5 Million Exemption (October 2008) - In this fast-paced teleconference, expert attorneys will show you charitable planning in 2009 using the $3.5 million exemption. Learn how your clients may use IRAs, bypass trusts, real estate and stock options in creative planning. Plus, the rebound of the lead trust will solve estate tax problems for your large estates! Finally, discover how you can lower clients' income tax bills for life with a Value Unitrust! Guest Speakers: Chris Hoyt, David Wheeler Newman and Reynolds Cafferata. (2 hours)
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| $25.00 each |
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IRA Rollover/Business Owners (October 2007) - In this lively teleconference, expert attorneys will share principles for IRA rollover gifts and exit strategies for business owners. With the new UBI rules, LLCs, sub chapter S corporations, partnerships and proprietorships now for the first time are excellent candidates for zero-tax exit strategies. Viewers will have a clear understanding of the various sale and unitrust exit strategies and how to implement them while avoiding the potential pitfalls.(2 hours)
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| $25.00 each |
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Senior Women Donors (April 2006) - Most women will either be single at some time during their retirement, or may already be a single person. They will face a number of major decisions. These decisions will involve their own personal level of income, whether to sell a family residence and move to a retirement community, how to handle potential IRA balances when they pass away, sale of investment or business property and planning for inheritance to children when some of the children may not be financially responsible. In these two hours, expert women attorneys will share principles for counseling senior women donors. The session will also include specific examples and lively discussion among the panel participants of various planning options and solutions. Viewers will have a better understanding of how to provide top-quality counsel and assistance for their senior women donors. Guest Speakers: Kathryn Miree, Janice Burrill and Claudia Sangster. (2 hours)
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| $25.00 each |
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GiftLegacy Teleconferences for Donors
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12 Creative Property Gifts (October 2008) - Learn about the "Dynamic Dozen" property gifts. Use your IRA, home, land, CD or other property for a great gift with many benefits! Our program starts with a Washington Update by Charles Schultz. Then we rapidly move into the 12 Creative Property Gifts. Our friendly speakers Claudia Sangster, Kristen Schultz and June Kim will describe these creative gifts: CD "Double Income" Plan, "Up and Down" Stock Converts to Safe, Fixed Payouts, Home "Cash Plus Fixed Payouts" Plan, IRA "Max Children and Charity" Benefits, "Good Assets and Bad Assets" for Children, Best Home Sale Option, Development Land Bonanza, Vacation Home Sunset, "Life is Good" Home Plan, "Golden Retirement" Option, "Flexible Payments" Benefits, and "Tax-free Cash" Sale. Speakers: Kristen Schultz, Claudia Sangster and June Kim. (1 hour)
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| $25.00 each |
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Avoiding Accidental Disinheritance (October 2007) - Too many wills do not work properly - the result can be an "Accidental Disinheritance." Everyone needs to understand how wills, trusts and estate plans function. While attorneys and other advisors can be helpful, you need to understand the basics of the plan. Only then will the plan actually be effective to carry out your intent. This presentation will help you make sure that your plan works properly and show you how to avoid some disasters and pitfalls. Topics include: How to Own Property; Joint Tenancy Disasters and Challenges; The Basic Types of Wills; Preparing to Meet With Your Attorney; How to Help a "Problem" Child; Preparing For Future Health Care Decisions; Understanding Bequests and Trusts, and Knowing How to Bequeath An IRA. To make sure that your plan is followed, you need to understand the basic wills process and options. There are many choices for including specific ideas and methods of distribution in wills. There are also specific times when you should consider updating that will. If there is a change in family situation, a move to another state or a change in your financial circumstances, your will may no longer carry out your plans. All of these circumstances could lead to an accidental disinheritance. Guest Speakers: Claudia Sangster and Stephanie Buckley. (1 hour)
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| $25.00 each |
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Women and Solutions (April 2006) - Many women donors face major questions during retirement years. Should they create an advance directive or a durable power of attorney? What kinds of plans should they make for the future? How could they handle inheritance for the wayward child? What if a woman needs more income? Should she sell her home and move to a retirement community? What if there is an IRA balance when she passes away? These are all very important questions. In a lively discussion format, knowledgeable women attorneys and gift planners will discuss these issues. You can expect to be both entertained and informed by this lively discussion. Guest Speakers: Janice Burrill and Claudia Sangster. (1 hour)
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| $25.00 each |
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