Want to serve your clients better? Truman Heartland Community Foundation CE is always free, fun and informative.
Fall 2019 Seminar:
Thursday, November 21, 2019 from 8:30 – 10:30 a.m.
Location: Midwest Public Risk, 19400 East Valley View Parkway, Independence, MO 64055
Register for this Seminar
Make Your Charitable Estate Plan Great Again
Presenter: Christopher Hoyt, University of Missouri - Kansas City
This seminar will focus on strategies, traps and solutions for charitable uses of retirement assets. Professor of Law Christopher Hoyt will share tax strategies for the 16 to 20 million households that no longer itemize, including the Qualified Charitable Distribution. It is now crucial to consider the increased importance of charitable bequests of retirement assets, including income-based charitable bequests, as a way for an estate or trust to get income tax savings.
Christopher Hoyt is a Professor of Law at the University of Missouri – Kansas City School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans. He is an ACTEC fellow, has been designated by his peers as a "Best Lawyer" and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.
- Missouri CLE: 2 hours
- CFP: 2 hours