October is National Estate Planning Awareness Month—there’s no better time to ensure your charitable giving strategy is optimized for maximum tax benefits.

Who Should Attend

• Individuals interested in including charitable giving in their lifetime and estate plans.
• Those looking to avoid and reduce estate taxes and prepare for upcoming regulatory changes.
• Anyone curious about advanced estate planning tools and techniques like CRATs, CLATs, DAFs, CGAs, QCDs, and IRAs.

Webinar Highlights

• Charitable Deductions: Maximizing benefits through donor-advised funds (DAFs) and private foundations
• Estate Tax: Preparing for federal sunset provisions and state exposures
• SECURE Act: Latest updates affecting estate planning
• Trusts: Leveraging Charitable Remainder Annuity Trusts (CRATs) and Charitable Lead Annuity Trusts (CLATs) for tax advantages
• IRA Donations: Optimizing benefits through Charitable Gift Annuities (CGAs) and Qualified Charitable Distributions (QCDs)
• Essential Tools: Utilizing Durable Powers of Attorney, Payable on Death (POD), and Transfer on Death (TOD) designations