Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Tuesday, June 30, 2009

Charitable Giving Techniques CLE

Cle The ABA Section of Taxation and the ABA Section of Real Property, Trust & Estate Law are co-sponsoring a live course andcorresponding live video webcast CLE entitled Charitable Giving Techniques on July 9-10 in Seattle, WA.

A description of the program is below:

This annual course of study, taught by a small faculty of experienced practitioners, a professor, and a university financial officer, presents a comprehensive review of charitable giving techniques, both lifetime and testamentary, with full discussion of recent statutory provisions. Comprising more than 13 hours of instruction, it addresses the technical, mechanical, and legal sides of the issues, while also providing registrants with practical applications, pointing out common pitfalls, and offering “tips from the trenches.” Topics include:

  • Charitable remainder trusts, charitable lead trusts, and pooled income trusts
  • Property contributions and non-trust giving techniques
  • Gift annuities
  • Use of private foundations, donor-advised funds, and supporting organizations
  • Post-mortem charitable planning
  • Charitable giving tax pitfalls

A full hour is devoted to consideration of particular ethical dilemmas faced by attorneys practicing in this area. Time is reserved throughout the program to address registrants’ questions


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