How to Avoid the 2014 Top Charitable Estate Planning Mistakes
Based on review of the detailed estate plans of over 100 clients in this last year, this session will bring to light the ten most common real life charitable estate planning mistakes. Since most professional advisors are offered little in the way of education about how to include a charitable gift in an estate plan, this session will provide the facts of 10 different, yet common situations. You’ll also learn the top, tax-smart estate planning techniques on how to best use Income in Respect of a Decedent (IRD) assets. For a fun-filled wrap up, the publicly battled estate plan of Farrah Fawcett is discussed as an ideal example of how not to do an estate plan.