You are Invited to
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
SPACE IS LIMITED
Scripps Health Foundation, Office of Gift Planning
'Through philanthropy, we help to heal, enhance and save lives.'
David E. Williams, Esq.
Senior Director of Gift Planning
Janet H. McDonough, Esq.
Director of Gift Planning