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CREATED:20241224T141014Z
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SUMMARY:Cannon Estate Planning Teleconference: Charitable Giving – Seeking the Perfect Match Between Donor and Donee
DESCRIPTION: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: \n\nChoosing the “right” vehicle by which to confer and optimize charitable benefits\nMechanics and advantages of directing qualified retirement assets to charity\nTrust distributions and the sometimes-elusive Section 642(c) deduction\nSection 501(c)(4) organizations\n\n  \nLight 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.
URL:https://thetrust.com/event/cannon-estate-planning-teleconference-charitable-giving-seeking-the-perfect-match-between-donor-and-donee/
LOCATION:The Trust Company of Tennessee\, 4823 Old Kingston Pike\, Suite 100\, Knoxville\, TN\, 37919\, United States
CATEGORIES:Wealth Management
ATTACH;FMTTYPE=image/jpeg:https://thetrust.com/wp-content/uploads/2021/05/Trust-Company-Events-Calendar-Graphic-Cannon-Estate-Planning-Teleconference.jpg
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