Technical Series - 2008

Eight (Great) Ideas That Integrate Estate and Charitable Planning

Jason B. Maples of Strategic Financial Partners and Gregory T. Densen of Sherman & Howard

Wednesday, April 30, 2008
11:30 a.m. - 1:00 p.m.
Northern Trust Community Room
1573 Market St, Denver
Register online here

Outside the Metro area? This session will be held via web and phone at several sites throughout Colorado. Contact CPGR for more information.

Program Description

A presentation and open discussion of multiple issues that relate to both estate and charitable planning.  Presentation will address:

(1) distribution and investment policies for private foundations, charitable remainder trusts, and charitable lead trusts

(2) planning tips for integrating qualified retirement assets and charitable planning

(3) tax apportionment and charitable beneficiaries

(4) capping of descendants' inheritance

(5) structural issues relating to family foundations.

Presented by:

Jason B. Maples, CLU, ChFC, CFP, RLP, Strategic Financial Partners, LLC & Gregory T. Densen, Sherman & Howard