NEWS

Christopher J. Burns Speaking on Charitable Planning: New Twists on Old Favorites

September 24, 2015

Christopher Burns is co-presenting Charitable Planning: New Twists on Old Favorites on October 1 at the Insider Briefing hosted by Minnesota Philanthropy Partners.

Many professional advisors who recommend split-interest gifts find their clients’ financial needs and charitable objectives often change significantly over time. Told through real life case studies, this session examines early termination of CRTs, CGAs and testamentary CLTs as strategies for clients. This session will also examine how to multiply a charitable gift by pairing life insurance with an estate heavy in IRA assets.