Description

Though charitable giving can reach the sole of a family, tax planning to leverage the gift can be very impactful.  Join Steve and Alexis to understand the myriad of planning opportunities and structures that may solve for both.  Charitable giving is more than just a present gift or the often-discussed CRT (Charitable Remainder Trust).

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Stephen Mancini, Esq. and Alexis Bastedo, Esq.