Join us on Wednesday, December 6, 2017
7:30 am to 9:30 am - Marriott Residence Inn/Needham, 80 B Street, Needham, Massachusetts
Topic: Select Charitable Topics in Estate Planning
Charitable planning topics come up frequently as part of the estate planning process. Some clients may simply need help in making a bequest to a favored charity. Other clients may be considering a more complicated split-interest gift to charity as a way of benefiting an organization, while still receiving income back. Still others may consider creating (and funding) a charity of their own. In this session, Matthew Hillery will provide a description of certain key charitable topics that come up in the planning process, so as to help advisors to be better prepared to address them with their own clients.
These topics will include the following: