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