Technical Series
Offered by the Colorado Planned Giving Roundtable
Please join us for a chance to learn from some of our “local experts” and for a networking opportunity between advisors and fundraisers. Northern Trust continues to generously host the Technical Series Education Programs again in 2009.
Thursday, February 5, 2009
The Magic of Charitable Giving
The most effective approach to charitable planning is to incorporate philanthropy into the client/donor's overall estate plan. Unfortunately, charitable gifts, especially larger gifts, are often the result of favorable tax benefits rather than pure philanthropy. It is important to communicate the tax consequences of charitable alternatives in simple terms and to understand which strategies work best in the current low-interest-rate environment. This presentation will evaluate charitable life estates, charitable annuities, charitable remainder trusts and charitable lead trusts as efficient methods of transferring wealth.
L. William Schmidt, Jr., Of Counsel - Holland & Hart
Mr. Schmidt has extensive experience in many areas of trusts and estates law. He helps clients develop and implement plans for their estates and has experience preparing wills, revocable and irrevocable trusts, special needs trusts, life insurance trusts, family partnerships, charitable trusts, and charitable foundations. He also has experience with business estate planning, premarital agreements, and probate.
Mr. Schmidt is admitted to practice in Colorado and Texas and before the U.S. District Court, the U.S. Court of appeals (10th Circuit) and the U.S. Tax Court.
Read Bill’s Bio
Schedule
11:30 Arrive and mingle
11:45 Welcome and introductions
11:50 Presentation
1:00 Adjourn
Thanks to our Sponsor - Northern Trust
Location: Northern Trust Community Room
1573 Market St, Denver
Limited parking is available under the building (enter from Market Street).
These sessions are free to members. There is a $15 fee to non-members.
Register online at www.cpgr.org
