1777 Des Peres Road St. Louis
Estate and Charitable Planning for Everyone
About the Presentation
Too often, even sophisticated planners assume that integrating charitable planning into a client’s estate plan only applies to the very wealthy. However, charitable planning can benefit everyone, and their heirs, as well. Kathleen will help you understand estate and charitable planning and how to match the right strategy and tools to the donor.
During this session, you will learn:
- The current status of tax changes and their potential impact on estate and charitable planning.
- How to assess the client’s readiness for integrating charitable planning into the estate plan.
- The fundamentals of a variety of charitable planning tools, including the advantages and drawbacks of each.
- Practical ideas for matching potential charitable solutions with the client’s planning objectives.
About the Presenter
Kathleen Bilderback, JD, LL.M., AEP Managing Member Affinity Law Group, LLC
A founding member of Affinity Law Group, LLC, Kathleen specializes in estate, business, and executive benefits and compensation planning. She is a nationally recognized speaker and Immediate Past President of the National Society of Financial Service Professionals. Kathleen was selected to inclusion in Missouri and Kansas SuperLawyers in 2012-2022.
A light breakfast will be served before this session.
CFRE –Full participation in Estate and Charitable Planning for Everyone is applicable for 2.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.