Estate Planning and Charitable Giving after the Tax Cuts and Jobs Act

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New York CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, an Accredited NYS CLE Provider. To view our full accreditation details please .

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All Courses Available iOS/Android Web

About This Course

The new tax laws will not be kind to charitable giving, and the impact on donations may be severe. This CLE course, designed, for donors, planners and fundraisers, will explain the Tax Cut Jobs Act and its impact on charitable giving. The course will review strategies for all tiers of donors to maintain their giving level and how development managers should reframe their requests in light of the new laws. The course will review: • Bunching deductions • IRA distributions for giving • Appreciated assets • Donor-advised funds • POA’s and other document modifications The course will also explain the new law’s impact on estate planning and how to better plan for them using CLT’s and defined value mechanisms.

*This course qualifies as a Transitional course and can be taken by both Experienced and Newly Admitted attorneys in NY.

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