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Tax Smart and Innovative Year End and Lifetime Charitable Planning



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Estate planners can provide valuable advice to clients who are charitably inclined by pointing them in the direction of strategies and arrangements based upon tax and practical charitable giving and tax rules that interact with each other, as well as other planning techniques. Join Alan, Michael and Brandon in their exclusive LISI Webinar where they will present a straightforward summary that covers the normal charitable landscape for the versatile estate planner who would like to answer common questions, while also proposing Will and Trust provisions, lifetime giving, and other structures that can be remarkably simple and straightforward, once the extraneous and confusing parts of the charitable rules are squared away.

In their Straight-To-The-Point webinar, they will cover the following topics:

  • What can be done before year end to take advantage of the increased charitable deductions available for 2020 under the CARES Act.
  • The adjusted gross income limitation percentage rules, and tricks and traps associated therewith, including the 100% of AGI charitable contribution trap when the taxpayer also has other itemized deductions.
  • Will and Trust provisions to enable beneficiaries to receive income tax deductions when their parents or others leave assets for charity.
  • Issues and opportunities with donor advised funds and community foundations for affluent families, and methods to maximize tax savings.
  • When to use incomplete charitable gift foundations, private foundations and private operating foundations.  These strategies can be quite versatile, and are underutilized.
  • Conversion between different types of non-profit entities.
  • How to have public charity status, notwithstanding control and donations being from one family.
  • Saving income tax on the sale of appreciated assets in conjunction with dedicating assets to charity that can be controlled by the family during the remaining lifetime of the donor.
  • Structuring NIMCRUTS to maximize benefits and flexibility.
  • Choosing between Grantor and Non-Grantor CLAT status - common errors.

 



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