Giving

You are Invited to
An Educational Workshop for
Professional Advisors

Overview of
Charitable Remainder Trusts


Monday, January 22, 2018 10 a.m. to 11 a.m.

Please join us for this informal Professional Advisors workshop to learn the ins and outs and the ups and downs of Charitable Remainder Trusts - when they work, when they don?t work, age requirements, charitable deductions, four-tier taxation of income, unitrust payout options, annuity trust options, the role of the AFR, how to overcome hurdles like mortgages and self-dealing, the impact of this type of gift, plus more.

Location: Founder's Room 1st floor of Prebys Cardiovascular Institute
at Scripps Memorial Hospital La Jolla
9890 Genesee Ave, La Jolla, CA 92037
Parking: COMPLIMENTARY VALIDATED SELF-PARKING
MCLE Credit: 1 HOUR MCLE CREDIT for those who qualify

SPACE IS LIMITED
Click Here to RSVP or call Fabiola Esparza at 858-678-7120

Scripps Health Foundation, Office of Gift Planning
4275 Campus Point Court, Suite 138
San Diego, CA 92121
858-678-7120
Please Visit Our Website: www.scrippsheritage.org - click on the link "For Professional Advisors"

'Through philanthropy, we help to heal, enhance and save lives.'

Presenters:

David E. Williams, Esq.

Senior Director of Gift Planning
Scripps Health Foundation

Janet H. McDonough, Esq.

Director of Gift Planning
Scripps Health Foundation

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