Drafting Charitable Planning Documents with WealthDocx®: Updating Our PerspectivePresenters: Thomas J. Ray, J.D., CFP® & Jason E. Havens, Esq.
Charitable Tax Planning has become a popular option for clients who want to avoid taxes and enhance the amounts that pass to their heirs – both charity and family. However, many planners typically recommend the charitable remainder trust -- often coupled with an irrevocable life insurance trust -- to the exclusion of all other techniques. Often this is because the planner’s knowledge of charitable tax planning is limited to the positive aspects of charitable remainder trusts.
In this presentation, you will learn how to draft Charitable Planning Documents with WealthDocx®.