Charitable Planning in 2020-Including the Charitable LLC!
Despite an historically high applicable exclusion amount (at least for now), many clients who don’t have taxable estates or those whose estates are marginally taxable nevertheless have significant charitable intent. But what to do? In this 90 minute program, Paul Hood will review the choices available to the estate planner in 2020 for either inter vivos or testamentary planning, including:
- charitable remainder trusts.
- charitable lead trusts.
- charitable gift annuities.
- donor advised funds.
- supporting organizations.
- private foundations.
- non-qualified charitable arrangements.
- the charitable LLC structure like that was used in the Chan Zuckerberg Initiative.
Forms and clauses provided. Don’t miss this program!!!
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A native of Louisiana (and a double LSU Tiger), Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center before settling down to practice tax and estate planning law in the New Orleans area. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. The proud father of two Eagle Scouts and LSU Tigers, Paul has authored or co-authored seven books and hundreds of professional articles on estate and tax planning and business valuation. He was with The University of Toledo Foundation for over four years as Director of Planned Giving, leaving in January 2018. He can be contacted at