SIOUX FALLS ESTATE PLANNING COUNCIL

This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.

A buffet lunch will be served starting at 11:30 am. The 90-minute webinar begins at noon.

Registration will close at 5 pm on Thursday, October 16th. 

Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts, bequests and distributions will be tax-efficient and in amounts, at times and for purposes consistent with the donor’s wishes. We’ll take a close look at the following:

• Choosing the “right” vehicle by which to confer and optimize charitable benefits
• Mechanics and advantages of directing qualified retirement assets to charity
• Trust distributions and the sometimes elusive Section 642(c) deduction
• Section 501(c)(4) organizations