Learn tips to prevent suffering the consequences of incorrectly structured donations.
Planning that includes charitable contributions is a worthy goal and will serve the philanthropic interests of many clients. However, failure to meet requirements for the charitable deduction could result in no income tax deduction for the client, imposition of gift tax, and in some cases, even a penalty. For income tax deduction, make sure the distribution or set aside for charity is required or permitted under the terms of the governing instrument. This video reviews pitfalls to avoid with reporting requirements, unforeseen transfer tax, and issues with charitable gifts from estates and trusts.
Agenda
Faculty
Jonathan G. Blattmachr
InterActive Legal
- Principal at InterActive Legal
- More than 45 years of experience in trusts and estates law
- Former partner in Milbank (formerly, Milbank Tweed Hadley & McCloy) in New York
- Admitted to the bars in New York, California, and Alaska
- Wrote or co-wrote nine books and more than 500 articles on estate planning topics
- Writes and lectures extensively on estate and income tax planning, as well as charitable giving
- Editor of Wealth Transfer Planning and founder of InterActive Legal - www.interactivelegal.com
Vanessa L. Kanaga, Esq.
InterActive Legal
- CEO of InterActive Legal
- Former associate attorney at Milbank (formerly, Milbank Tweed Hadley & McCloy) and Moses & Singer in New York, and Hinkle Law Firm in Wichita, KS
- Advanced certificate in estate planning, New York University Law School; certificate in business strategy, Cornell University
- Author of several articles/blogs on estate planning topics
- Frequent presenter of online webinars and moderator of InterActive Legal's Roundtable webinar series
- Graduate, Wichita State University and Cornell Law School
- Can be contacted at [email protected]
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