Help! I don't understand how trusts and insurance are used in gift planning

You hear your client or donor say, "I think I need a trust" or "My planning is all done because I have a trust". Or perhaps “I don’t need this life insurance policy anymore” or “I’d like to make a bigger impact with less commitment”.

This session will look at how trusts and insurance are used, their purposes, and how they can be used in charitable giving.