Charitable Planning Mistakes - 2018

Originally presented on October 18, 2018

Well-intentioned gifts to charity may produce unexpected bad results, for both the donor and the charity. Increasingly complex investment and compensation structures often disguise the true nature of an asset, leading to a reduced charitable deduction for the donor, and unexpected tax consequences for the charity. Join us for this seminar and learn how to recognize, and avoid, these problems.

 Learning Objectives from both Donors and Charity’s perspective: 

• Review of basic income, estate and gift tax charitable deduction rules
• Review of the planning structures of direct gifts, split interest gifts and indirect gifts
• How to identify and avoid planning mistakes given the complexity of financial products and investments, and compensation structures that are not always what they appear to be

Speakers: Jeffrey D. Keiser, Senior Vice President, Wealth Planning Solutions Group, U.S. Trust, Bank of America Private Wealth Management, St. Louis

Presented by: MoBarCLE and the Charitable Giving Committee

Note: This program was originally produced as a webinar and is available on demand in streaming audio with streaming video PowerPoint. This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics or elimination of bias credit.