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PFP Boot Camp: Estate and Charitable Planning

Monday, November 14 - This session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities.

Video Webcast

Nov 14, 2016    |     1:30 PM - 4:15 PM ET

3 CPE Credits

$139.00 - $179.00

"Personal Financial Planning>Retirement Planning" 18 results