Truman Heartland Community Foundation provides unique educational opportunities for professional advisors, attorneys, accountants, and other financial planners. Held twice each year, our seminars provide continuing education credits and cover timely topics that are important to you and your clients.

Check back in Spring 2024 for a new offering!

Estate and Charitable Gift Planning with Retirement Assets and Closely Held Businesses

Thursday, Oct 26, 2023
9:00 to 11:30 a.m.

Joseph D. Growney and Justin W. Whitney, both experienced estate planning and transactional attorneys with Lathrop GPM LLP, will employ a case study approach to examine estate planning and charitable gift planning strategies for clients with retirement assets and closely held businesses.

Their presentation will be of special interest to financial advisors, who are often the first professionals consulted to address these needs.

SEMINAR HIGHLIGHTS:

• Strategies for using retirement assets for charitable giving, including testamentary charitable remainder trusts
• Liquidity event planning for closely held business owners, including presale charitable gifts of business interests
• Zeroed-out testamentary charitable lead trust planning, using LLC, partnership interests, or other family business interests
• Presenters will employ a case study approach