Planned Giving
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Building Blocks to Eliminate Estate Tax
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Charitable Planning – Partnering with “Your” Charity
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Charitable Planning for Leaving a Legacy Now and in the Future
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Charitable Planning for Successful Families and Business Owners
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Charitable Planning for Successful Planning
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Do We Really Need to Talk About It?
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Engaging Physicians: Where Are We Now?
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EPI OC 2022 – February 10 – Advantages of Faith-based Charitable Planning
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EPI SD 2021 – Nov – The Ins & Outs of Charitable Remainder Trusts
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Helping Your Clients Choose the Right Charitable Giving Vehicle: Understanding Private Foundations, Donor-Advised Funds and Their Tax Advantages
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How Charitable Strategies Enhance Estates – 2014
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How Charitable Strategies Enhance Estates – 2017
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