Estate Planning and Charitable Giving Strategies

Speakers: Jonathan G. Blattmachr, Esq. and Martin M. Shenkman, Esq.

Sponsor: Peak Trust Company

Course Description: Join us for an educational webinar on “Estate Planning and Charitable Giving Strategies.”  This webinar will discuss:

• The intersection of charitable giving and estate planning including income tax and state estate tax reduction.
• How one can obtain the full benefit of a significant charitable donation, without having to give up on the new higher standard deductions.
• When it is best to use a charitable lead trust and whether it should be a grantor trust or not. New concepts will be presented.

There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.