Lunch and Presentation
Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm
Title: Venture Philanthropy
Speaker: Travis Sheridan, President, Venture Café Global
CE pending approval CFRE 1.25, CLE 1.0
Lunch and Presentation
Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm
Title: Annual Update
Speaker: Larry Katzenstein, Thompson Coburn
CE pending approval CFRE 1.25, CLE 1.0
Breakfast and Presentation
Breakfast 7:30-8:00 am, Opening Remarks and Speaker 8:00-9:00 am
Joint Meeting with Society of Financial Service Professionals
Topic: “Uses of Life Insurance in Charitable and Estate Planning.
Speaker: James Aussem, JD AEP, Cavitch Familo & Durkin Co., LPA
About the talk: The focus of the address is charitable planning with existing life insurance and creative ways to leverage premium dollars into greater charitable giving. Life insurance is also examined as an asset to provide liquidity in estate planning and as a means to generate more tax free wealth to successive generations and more income to the current generation.
CE: Pending approval for CRFE 1.25, CLE 1.0, Insurance and CFP 1.0
Lunch and Presentation
Speaker: Steve Gorin, Thompson Coburn
Networking from 11:15-11:45 am, Lunch from 11:45 am -12:15 pm, Opening Remarks and Speaker 12:15-1:15 pm
Title: Practical Ways to Donate Business Interests to Charity
Program Summary
• Donating just before closing a sale of the business that is in the works while addressing donor concerns about control during the sale process
• What sophisticated charities should do to receive a such a gift, and how charities without experience receiving such a gift can receive such a gift with only minimal work and zero risk
• What kinds of charitable vehicles are appropriate for gifts in what kinds of business interest
Attendees will learn tax and non tax issues when charities receive and donors donate business interests. They will learn appropriate receptacles for sophisticated charities to form and how other charities may be able to run the gift through a donor-advised fund with virtually no transaction costs to the charity. Attendees will learn the commonly used way to avoid the assignment-of-income trap for business interests, as well as which types of structures donors might use to avoid tax traps while controlling the sale.
CE pending approval CFRE 1.25, CLE 1.0
Lunch and Presentation – Joint Meeting with the Estate Planning Council of St. Louis
Networking from 11:30- 12:00 pm, Lunch from 12:00 pm, Opening Remarks and Speaker 12:15-1:15 pm
Title: strategies, traps and solutions for charitable uses of retirement assets
Speaker: Chris Hoyt, Professor, UMKC School of Law
CE pending approval CFRE 1.25, CLE 1.0, 10. CPE, CFP, L&H in MO.