Getting Donors Off their ASSets: How to Move an Estate Plan Forward

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Event Info
Summary:

Panelists with wide-ranging experience in charitable bequest administration will share their insights on current trends they are seeing on the estate settlement side of gift planning and in the bequest administration process. Develop techniques for dealing with common bequest administration issues, use of insurance vehicles, the differences between charity and donor best interests, psychology of giving and best practice tips on how to avoid the pitfalls. Most of the session will be devoted to audience questions and answers on all topics related to bequest administration. Pick up some tips and tricks so that all your organization's hard work on gift planning doesn't go to waste on unrealized bequests and other testamentary gifts.

Moderator/Financial Planner (Ryan Fraser CFP CIM)

Psychology of giving, use of insurance

Differences between charity and donor best interests

Determining appropriate size of gifts relative to cashflow, etc.

Interesting story integrated into any of the topics

 

Gift Planner/Trust Officer  (Kathy Papineau-Thornhill)

Estate administration and key time frames

Board report on Expectations.  How to forecast timing

Interesting story about difficult/unusual executors and how to avoid pitfalls

 

Lawyer (Anne Reinhart)

Estate settlement issues for gift planners.  Why estates can be delayed

Tips on working with estate solicitors vs lay executors

Interesting story about estate that went into litigation and how to avoid pitfalls

 

Accountant (Terry Marcus)

Issues on charities being residual beneficiaries & refiling tax returns after distributions.  

Impact of Graduated Rate Estates on timing of donations.   

Structuring Gifts from Holdcos vs personal.

Interesting story integrated into any of the topics

 

When

11 January, 11:45am to 11 January, 1:15pm

Where

200 Collip Circle
Windermere Manor
London,  Ontario  N6G 4X8 Canada

Contact

trish.gergich@von.ca
Phone: 519-476-8848
Register
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