For many donors, charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) are attractive estate planning tools that provide an income stream for the donor and facilitate the donor’s planned giving and tax objectives. With interest rates continuing to rise, now may the right time for a donor to utilize one of these techniques. This presentation will explore the differences between CRTs and CGAs, and provide planning tips and strategies.

7:30 – 7:50 am Registration/Breakfast
7:50 – 8:00 am Announcements
8:00 – 9:00 am Program

Joseph D. Growney
Joe concentrates his practice in all areas of estate planning, including the preparation of basic and complex estate planning documents, and the implementation of sophisticated planning techniques. He also assists high net worth individuals and closely-held businesses with business succession planning and tax planning, including the formation of corporations, partnerships and limited liability companies, and structuring of corporate reorganizations and recapitalizations. Mr. Growney regularly assists clients with life insurance planning, charitable planning and estate planning with retirement benefits.

Courtney M. Conrad
Courtney leads Lathrop Gage’s Wealth Strategies group, comprising 30 attorneys and paralegals who offer comprehensive estate and wealth planning strategies. Courtney has extensive experience providing counsel to high-net worth clients, closely held businesses and their owners and charitable organizations. With a primary focus in the area of estates and trust law, Courtney provides her clients up-to-the-minute knowledge of the changing tax laws and the most sophisticated estate planning techniques.