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Event Information

Live Webcast: Lunch & Learn: Charitable Giving for Estate Planners

February 07, 2023


Credits

N/A

MCLE: 1.00

EPP: 1.00

TAX: 1.00



Pricing
CLE Big Ticket
$0.00
Member
$125.00
Non Member
$125.00
SC Certified Paralegals
$125.00


Dates
Tuesday, February 07, 2023

Time
12:30 PM - 1:30 PM



Registration Deadline
Wednesday, February 08, 2023

Join Jonathan Spitz of Todd and Johnson, Eleanor Foster from the University of South Carolina and Daniel Wiseman from Clemson University as they provide you with authoritative guidance on how you can advise your estate planning and taxation clients on the pros and cons of charitable giving.  This intermediate to advanced level Lunch and Learn program is intended to offer both specialization credit for Probate and Estate Planning and Taxation Law specialists but will also be useful to most estate planning and tax lawyers.   

 

Live Webcast hours DO NOT count as "live" hours. These hours are Alternatively Delivered Medium Hours (NON-LIVE Hours). 


The South Carolina Bar is an accredited CLE provider in South Carolina only. Attorneys are responsible for seeking their own credit in other jurisdictions.

Disclaimer: The views expressed in CLE programs and publications do not necessarily reflect the opinions of the South Carolina Bar, its sections, or committees.

Registration Fees

CLE Big Ticket
$0.00
Member
$125.00
Non Member
$125.00
SC Certified Paralegals
$125.00
Price Description Amount

Agenda

Speakers

NameOrganizationSpeaking At
Daniel Wiseman
Clemson University  -
Eleanor Foster
University of South Carolina  -
Jonathan Spitz
Todd & Johnson, LLP  -

Policy

Continuing Education

Agenda

11:45 a.m.

Registration  

12: 30 p.m.

I.                    Overview of Charitable Giving in Estate Planning

a.       Jonathan E. Spitz – Moderator

b.      Eleanor L. Foster

                                                              i.      General Reasons why individuals may make charitable donation

c.       Daniel K. Wiseman

                                                              i.      General Summary of ways to donate

1.      Directly

2.      Trust options 

12:40 p.m.

II.                 Ok, I Want to be Charitable, Now What?

a.       Assets to donate

                                                              i.      Cash or Securities

1.      Use of RMD

2.      Valuation determination

3.      Examples

                                                            ii.      Personal Property

1.      Types of personal property

2.      Valuation

3.      Examples

                                                          iii.      Real Property

1.      What is the interest

2.      Valuation

b.      When to give?

                                                              i.      While living

1.      Ways to give

2.      Trust options

c.       What is easiest to give/ receive

                                                              i.      For individuals

                                                            ii.      For charities

d.      Pitfalls

                                                              i.      Problems Charities face with received gifts

e.       Reporting requirements to IRS 

1:20 p.m.

III.              Questions, Answers and Most of All, Solutions!  

1:30 p.m. Adjourn

 

043236