Plan to Give: Charitable overlays for advanced estate planning strategies

Description:

Don’t miss part II of our Plan to Give Live Webinar Series. In this session you will learn to amplify traditional wealth transfer plans with advanced charitable strategies.  

For many of our clients, the ultimate “win” of a planning technique is achieving significant wealth transfer while also converting tax dollars into fuel for their charitable legacy.  This session discusses ways to leverage charitable tools to enhance traditional advanced strategies such as Irrevocable Life Insurance Trusts, Family Limited Partnerships, and Installment Sales to Intentionally Defective Grantor Trusts.

Learning Objectives:

  • Enhance your traditional approaches to family wealth transfer
  • Leverage the family’s charitable goals
  • Help create a legacy of giving

Webinar Details:

  • Thursday, September 10, 2020
  • 11:30 am – 1:00 pm
  • Webinar link provided upon registration (below)
  • The 1:30 minute presentation includes Case Study Application and will be followed by Q&A
  • CLE, CPE and CFP Credit available

To attend this webinar, please register by completing the form below :


Fill out my online form.

Presented by:

  • Jeanne McMains, JD, SVP Complex Gift Solutions at National Christian Foundation
  • Rachael Watson, JD, Gift Planning Attorney at National Christian Foundation

About our Presenters:

Jeanne Lee McMains, JD

Senior Vice President, Complex Gift Solutions, National Christian Foundation

Jeanne has been a practicing attorney in the areas of estate planning, business succession, and non-profits since 1995. After owning her own law firm and practicing with a large Midwest law firm, Jeanne currently serves as the Vice President of Gift Planning with The National Christian Foundation where she assists families nationwide with achieving their charitable gift planning goals. Throughout her career, Jeanne has served as a featured presenter for several financial institutions including A.G. Edwards & Sons, AllianceBernstein, Fidelity Investments, Merrill Lynch, Morgan Stanley, New York Life, Northwestern Mutual, Principal Financial Group, and Ronald Blue Trust. She is also a featured speaker for numerous charitable organizations including: Alliance Defense Fund, Christian Legal Society, Christian Medical Dental Association, Compassion International, Focus on the Family, Kingdom Advisors, Pepperdine University, and the Young Life Foundation. Jeanne obtained her law degree from Indiana University on academic scholarship and her undergraduate degree from Purdue University with highest distinction honors (summa cum laude equivalent).

Rachael Watson, JD

Gift Planning Attorney

Rachael Watson currently serves as a Gift Planning Attorney with The National Christian Foundation (NCF) where she assists individuals and families nation-wide in achieving greater generosity and increased tax efficiency in charitable giving through complex gifts.

Early in her career, Rachael worked as a Certified Financial Planner for Ronald Blue & Company and Wells Fargo Bank. Rachael began practicing law in 2007, specializing in the areas of estate planning and nonprofit law. Prior to joining NCF, she owned her own law firm. Rachael earned a Juris Doctor from Georgia State University College of Law with honors and a BS in political science, magna cum laude, from Liberty University.

Presented collaboratively by Texas affiliates of National Christian Foundation:

NCF North Texas | NCF Austin | NCF Houston | NCF Texas

For more information please contact: Michelle Dodds, mdodds@ncfgiving.com


Plan to Give: Previous Webinar Courses

Session 1: Charitable Planning with Business Interests in an Uncertain Economy

Date: Thursday, April 30, 2020
Time: 11:00am-1:00pm

As the COVID-19 outbreak maintains its devastating grip on countless lives worldwide, the economic outlook is uncertain. Helping your generous clients leverage our tax laws to creatively support their favorite causes is critical and timely.

Using a case study approach, attendees will learn to identify opportunities to enable their clients to achieve their philanthropic goals through tax-leveraged use of asset based gifts of both real estate and ownership in closely-held business entities.

Attendees will increase their knowledge and awareness of the myriad of technical issues to navigate when advising clients on how to successfully position and complete their complex gifts, including:

  • income tax deduction rules
  • unrelated business taxable income
  • unrelated debt financed income
  • assignment of income issues
  • self-dealing prohibitions
  • private benefit prohibitions
  • excess business holding rules.

General overview of the benefits for making asset based gifts to various types of charitable recipients (i.e. public charities, donor advised funds, supporting organizations and private foundations)

  • Opportunity #1 – Selling appreciated assets (real estate, business interest, and private equity)
  • Opportunity #2 – Charitable giving as part of your business succession plan
  • Opportunity #3 – Using real estate to fund charity

CFP, CE and CLE credit available for this free online course.