Complex Giving Made Simple

Complex Giving Made Simple

When:  Feb 18, 2020 from 8:00 AM to 10:00 AM (ET)

Hear from a panel of professionals who will break down real life examples of complex giving vehicles used by donors and clients to fulfill their philanthropic desires while maximizing benefits to themselves and their heirs.

 

Highlights to include:

  1. Using Charitable Trusts to Increase Income and Eliminate Taxes
  2. Using Wealth Replacement to Pass Assets to Heirs and Charity
  3. How the New Tax Law Inspires the Use of Donor Advised Funds
  4. Using a Retained Life Estate to Maximize Immediate Tax Benefit
  5. Creative use of a Charitable Bargain Sale

 

Panelists:

  • JD Shuman, President & CEO, Asbury Foundation
  • George Littrell, First Vice President, Financial Advisor, Morgan Stanley Wealth Management
  • Shane Small, Sr. Wealth Advisor, First United
  • Ashley Goldsborough, CTFA, Wealth Advisor, First United

Location

Hampton Inn Frederick
5311 Buckeystown Pike
Frederick, MD 21704