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Hosted by  Charitable Gift Planners of Connecticut

9:15 am Boomer Boom or Bust? What Every Charity Needs to Know About The Upcoming Wealth Transfer; 10:45 am Charitable Lead Trusts: Nuts and Bolts and Some Advanced Strategies, Ashlar Village, Wallingford

In response to the current situation with coronvirus, PGGCT will continue to provide our members with quality educational offerings as online webinars. Once you are registered, you will receive a direct an email from gotowebinar with call in and log in information. As we get closer to the event, we will also send you tips and instructions about the webinar rules. Stay home, stay safe.   

 
1 CFRE CE is approved.  

Thursday, January 11, 2018
9:15 AM - 12:00 PM Eastern Time

Location
Ashlar Village
74 Cheshire Road
Wallingford   CT   06492
(203)679-6425
 
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Agenda

 


Tim Throckmorton, JD, LL.M
Director of Fiduciary Services
 Webster Private Bank

Jan 11 2018 9:15AM


Boomer Boom or Bust? What Every Charity Needs to Know About The Upcoming Wealth Transfer


Yes, that long predicted transfer of many trillions (with a “T”) of dollars between generations is upon us. Now that Baby Boomers are turning 70 and then some, let’s explore what they are thinking about their lives, their legacy and their philanthropic motives and then learn what specific giving vehicles may suit their needs.


Dan Daniels, Esq.
Wiggin and Dana

Jan 11 2018 10:45AM


Charitable Lead Trusts: Nuts and Bolts and Some Advanced Strategies


In this presentation, Wiggin and Dana partner, Dan Daniels will discuss: How to structure a CLT; Basic CLT benefits; CLAT vs. CRUT?; Grantor CLAT vs. Grantor CLT; Use of a CLT to transfer ownership of a business at death free from estate tax

Registration Fee
 
Non-Member
$50.00