Topic: Charitable Planning – The Basics
Speaker: Brad Wiewel, JD, Board Certified in Estate Planning & Probate Law, Founder of Texas Trust Law Zachary Wiewel, JD, LLM (Tax), Attorney at Texas Trust Law
Description: Charitable giving is on the rise in the US. Knowing the options available to high net worth clients is essential to maximize not only the tax benefits but also the legacy that a client can create. This presentation will cover why individuals donate, the types of organizations they can donate to, and the planning techniques available.
Learning Objectives: Educate members on the motivations behind charitable giving. Educate members on the types/classifications of charitable organizations. Educate members on the charitable planning tools available for their clients.
1 CFP CE approved
About the Speaker:
Questions: Contact Sarah at admin@austinfpa.org.