Boot Camp Session 1 Estate & Charitable Planning for Everyone

March 16, 2022 @ 8:00 am – 10:00 am
Missouri Athletic Club - West
1777 Des Peres Road
Estate & Charitable Planning for Everyone

Speaker: Kathleen Bilderback, JD, LL.M., AEP – Affinity Law Group, LLC

About the Presentation: Too often, even sophisticated planners assume that integrating charitable planning into the client’s estate plan is only for the very wealthy. However, charitable tools have advantages for donors of every wealth level and may have advantages for the donor’s heirs, as well. Typically, the challenge for planners is to match the donor with the correct charitable tools to meet his or her estate planning objectives.

During this interactive 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.

This session has been approved for 2 CFRE points.

Speaker Bio: Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from the Washington University School of Law in St. Louis.

Kathleen specializes in estate, business, and executive benefits planning and estate and executive compensation planning with life insurance. She is a founding member of Affinity Law Group, LLC, a firm dedicated to providing legal services to businesses, their owners and executives at every stage of their life cycles.

She is a member of the Missouri, Illinois and Pennsylvania bars. She is a nationally recognized speaker and author and former adjunct professor in the LLM program at Washington University’s School of Law. She is the current President and National Society of Financial Service Professionals. Kathleen was selected to inclusion in Missouri and Kansas SuperLawyers in 2012-2020.

This program is part of the Planned Giving Boot Camp. For more information about the other sessions, read more here.

These sessions are perfect if you are new to planned giving or if you wear multiple fundraising hats. Plan to invite your colleagues who may benefit from a greater understanding of planned giving.

Council Sponsors are invited to register up to three participants at no cost as a benefit for their support.