Cannon Estate Planning Teleconference: Charitable Giving – Seeking the Perfect Match Between Donor and Donee

Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts, bequests and distributions will be tax-efficient and in amounts, at times and for purposes consistent with the donor’s wishes. We’ll take a close look at the following:

• Choosing the “right” vehicle by which to confer and optimize charitable benefits
• Mechanics and advantages of directing qualified retirement assets to charity
• Trust distributions and the sometimes-elusive Section 642(c) deduction
• Section 501(c)(4) organizations

Light snacks will be served beginning at 12:45 p.m. The teleconference is from 1-2:30 p.m. and is held onsite at The Trust Company of Tennessee.