Charitable gifts are often accomplished through trust arrangements and/or by donors who have and use trusts. But what exactly is a trust and how can it benefit both the donor and the charity?
We are also well aware that an effective estate plan and charitable gift plan requires a good deal of cooperation and “trust” between the donor/client, professional advisor(s) and the charity, this is even more important when giving arrangements are handled through some kind of trust.
During this program, Scott Blakesley will address various aspects of using trusts as part of the gift planning process, and how the various members of the gift planning team should interact to get the most effective results from the use of a trust.
Outcomes:
- What is a trust and how does it work?
- How is a bequest in a Trust different from a bequest in a Will?
- What charitable dispositions can only be done in the form of a Trust?
- Who are the other advisors involved with charitable dispositions through a Trust?
- How do we deal with ongoing restrictions that might be contained in a Trust?
Agenda:
7:30 – 7:50 am Registration/Breakfast
7:50 – 8:00 am Announcements
8:00 – 9:00 am Program
Presenter: Scott Blakesley – Partner at Spencer Fane LLP
Scott is a partner and leader of the firm’s Kansas City estate planning group. Scott’s practice involves all areas of estate planning and trust and estate administration, including family-owned businesses, planning for multiple generations, charitable gift planning, tax-exempt organizations, estate and gift tax planning, and general advice and counseling for family members involved in business and estate planning.
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