PPT-Estate Planning: MCLE BasicsPlus! Charitable Planning August 5, 2021 Laura T. Godine Director

Charitable Planning August 5 2021 Laura T Godine Director of Wealth Planning Eaton Vance WaterOak Advisors This material should not be considered legal or tax advice from the presenter or her employer Eaton Vance . and Succession Planning. in Legal IT . Meet Your Presenters. David Bustle, . Director of Technology. Buchalter Nemer . Scott David, . Senior Manager - Service Support. Vorys, Sater, Seymour and Pease LLP . Russell James, J.D., Ph.D., CFP®, Director of Graduate Studies in Charitable Planning, Texas Tech University. Wealth replacement. Gifting existing policies. Creating new policies for the charity. Common Uses. Tools for Local Council. John F. . Pyfer. , Jr.. Chairman of Major Gifts & Endowment. Northeast Region, . BSA. Colin French. BSA Foundation. Local Council Wills & Bequests. The diamonds are in our backyards.. Why is Estate Planning Important?. It allows you, while you are still living, to ensure that your property will go to the people you want, in the way you want, and when you want. .. To control your personal and financial affairs after you no longer can because of death or incapacity (for yourself and your family). Dean Catalano joined . Wells . Fargo Private Bank in 2011 . and is currently a Wealth Advisor with the Wealth Management Group. Dean is responsible for advising affluent individuals and families on a broad range of wealth . Bank. Philanthropic Advisory Services. Toledo, OH. December 5, 2014. Toledo Area Partnership for Philanthropic Planning . Conference, . December 5, 2014. Agenda – Trust. Planning Considering IRS, Family and Charities. Lew Dymond, Jr., Esq.. Control my property while I’m alive and well.. Provide for myself and my loved ones if I become disabled.. Give what I have:. To whom I want;. The way I want;. When I want.. Minimize the impact of taxes, professional fees, and court costs.. Gregg Hadley, PhD. Assistant Director – Agriculture, Natural Resources, and Community Development. K-State Research and Extension. ghadley@ksu.edu. 785-532-5838. Why?. Grandma and Grandpa. (The Past Generation). Wealth Strategist. Pam provides wealth counseling services to clients in the Los Angeles and Seattle offices of Goldman Sachs, focusing on estate and gift tax planning, generation-skipping transfer tax planning, income tax planning, and charitable giving strategies.  . Professor Payne, Finance 4100. Learning Objectives. Understand the importance and the process of estate planning. Draft a will and understand its purpose in estate planning. Avoid probate. 2. Introduction. Senate Fiscal Committee/COPE Presentation. January 3, 2012. Capital Planning. 2. Prepared by Administration & Planning, Office of Physical Planning and Real Estate . A refined approach to capital planning must ensure capital investments are aligned with strategic priorities, long-term financial perspectives, and the One University Framework vision.. Agency Phone number. Contact email. Agency Street Address. City, State, Zip Code. Agency . Name. ALR1704 9/17. The Social Capital Concept. Planned Giving Techniques. Specific bequests of qualified plan assets . 201 9 FPASF Board Last Updated : 11/ 26 /18 President Kate Wilusz, CRPC R. Max Best. GOALS AND PURPOSES OF ESTATE PLANNING. Arrangement of one’s estate for disposition and management of property at death . The purpose of estate planning is to preserve and transfer the maximum amount of wealth for your beneficiaries and to reduce the stress of management for your heirs and beneficiaries, .