Heidi Strassburger Masters Program - Thursday, August 15, 2024 • 12:00 - 1:30 pm PT via Zoom
Heidi Strassburger Masters Program
Thursday, August 15 • 12 - 1:30 PM via Zoom
Testamentary Charitable Planning in this Unique Environment
Program Description: Crafting a charitable plan that will take effect at one's passing requires many considerations, including the intent to benefit one or more specific charitable causes, reduction or elimination of estate tax, wealth transfer, family governance, legacy, and carrying out that charitable plan without compromising the estate plan for one's family members. A primary role of the advisor is to educate the client about those considerations and guide the client to a plan that strikes the appropriate balance of those considerations consistent with the client's goals while incorporating sufficient flexibility for this unique and changing tax, economic, and legal environment. This presentation will discuss those considerations in the context of hypothetical client examples. While a certain approach will work well in one fact pattern, it may flounder under a different set of facts. This presentation also will provide tips and highlight potential pitfalls of different testamentary charitable contribution approaches. Lastly, the presentation will examine challenges with contributing to charitable organizations certain classes of assets at one's passing, which if not thoroughly vetted may doom an otherwise thoughtful charitable plan.
Thursday, August 15 • 12 - 1:30 PM via Zoom
Testamentary Charitable Planning in this Unique Environment
Program Description: Crafting a charitable plan that will take effect at one's passing requires many considerations, including the intent to benefit one or more specific charitable causes, reduction or elimination of estate tax, wealth transfer, family governance, legacy, and carrying out that charitable plan without compromising the estate plan for one's family members. A primary role of the advisor is to educate the client about those considerations and guide the client to a plan that strikes the appropriate balance of those considerations consistent with the client's goals while incorporating sufficient flexibility for this unique and changing tax, economic, and legal environment. This presentation will discuss those considerations in the context of hypothetical client examples. While a certain approach will work well in one fact pattern, it may flounder under a different set of facts. This presentation also will provide tips and highlight potential pitfalls of different testamentary charitable contribution approaches. Lastly, the presentation will examine challenges with contributing to charitable organizations certain classes of assets at one's passing, which if not thoroughly vetted may doom an otherwise thoughtful charitable plan.
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Speaker:
Ryan J. Szczepanik Senior Wealth Strategist BNY Mellon Wealth Management Ryan works closely with wealthy families, key corporate executives, business owners, and their advisors to provide comprehensive trusts, estates, and tax planning services. He is a Certified Specialist in Estate Planning, Trust, and Probate Law by the State Bar of California Board of Legal Specialization. Ryan is a Member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). Before joining BNY Wealth, he was a Shareholder at the Bay Area trusts and estates law firm Hartog, Baer & Hand, A.P.C. Ryan received a B.A. from Amherst College, a J.D. from Emory Law School, and a Certificate from the Harvard Law School Executive Education Accelerated Leadership Program. |
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Program Fees:
Members - $40 Non-members - $60 Continuing Education Credit: Pending MCLE, CSPG, CFRE and CFP |
Zoom information will be emailed to you upon registration.
Contact: NCPGC 2700 East Foothill Blvd #209 Pasadena, CA 91107 Phone: 626-773-8030 Email: [email protected] |