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Charitable Gift Planning

Presenter: Russell A Willis III, J.D., LL.M.

Seminar Date:

Seminar Location: Online

Register Now * Coordinator Registration Not Available.

Agenda:

This webinar series is in three parts presented August 15, 16, and 17. 
Due to content, the entire series must be registered for as a whole.

Basic Concepts of Charitable Giving, and The Bargain Sale,
the Gift Annuity and Partial Interests Not in Trust
Wednesday, August 15, 2018, 12:30 - 2:35 PM CDT

Basic Concepts of Charitable Giving
The income tax charitable deduction
What is a “charitable gift?”
The itemized deduction


The Bargain Sale, the Gift Annuity and Partial Interests Not in Trust
The basic concept Appreciated property
Debt-encumbered property The gift annuity
Partial interests not in trust



Split-Interest Gifts
Thursday, August 16, 2018, 12:30 - 2:35 PM CDT

Split-Interest Gifts, Part One
The charitable remainder trust
Valuation of remainder interest
Reviewing law and cases on charitable remainder trusts
Requirements and restrictions


Split-Interest Gifts, Part Two
The charitable remainder annuity trust
The charitable remainder unitrust
Third-party beneficiary



Split-Interest Gifts & Ethics of Charitable Giving
Friday, August 17, 2018, 12:30 PM - 2:35 PM CDT

Split-Interest Gifts, Part Three
The pooled income fund
The charitable lead trust


The Ethics of Charitable Giving
The role of the advisor
Conflicts of interest
Confidentiality
Unauthorized practice of law
Compensation arrangements




Webinar Instructions

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.


Certificates of completion will be provided for each webinar attended and will be sent via email in PDF form about five business days after the conclusion of the series.


GoToWebinar App requirements: 
Windows 7 - 10 or Mac OSX 10.9 (Mavericks) - 10.13 (High Sierra)


Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled


Internet connection:
Minimum of 1Mbps Hardware:2GB RAM or more


For more information visit the Support section at www.gotowebinar.com.

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Certified Financial Planners
  • Enrolled Agents
  • Registered Tax Return Preparers

Accountants:
     7.5 CPE Hours

Certified Financial Planners:
     7.5 CFP Hours

IRS Enrolled Agents and
Other Tax Return Preparers: 
     7.0 CE Hours


Continuing Education Credit Information

These webinars offer accountants varying numbers of intermediate-level CPE credits in the area of taxation. See each listing for the credits available. Knowledge in federal taxation is beneficial, and no advance preparation is recommended.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Complaints can also be directed to Doug Chapman at doug@halfmoonseminars.org. Sponsor No. 103015.

HalfMoon Education Inc. is an approved CPE provider in Texas (Sponsor ID. 001151). This provider approval does not constitute approval or endorsement of individual programs.

HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted continuing education credit for each of these webinars. See each listing for the credits that are available.

Each of these programs qualifies for continuing education credit for enrolled agents and other tax return preparers under Treasury Department Circular #230 Section 10.6(g). See each listing for the credits that are available.

Attendance and participation during these webinars will be monitored, and attendance certificates will be emailed to participants within five business days after the webinar.

Speakers:

Russell A Willis III, J.D., LL.M.

Director of The Greystocke Project

Mr. Willis is a freelance writer and a consultant in transfer tax planning. For ten years, he wrote for a subscription website that provided daily coverage and in-depth analysis of developments in tax law affecting charitable gift planning.

A practicing lawyer in St. Louis, Missouri, for more than 20 years, Mr. Willis chaired the Steering Committee of the Probate and Trust Law Section of the local bar association and served for years on a legislative drafting subcommittee of the Probate and Trust Law Committee of the State Bar.

As an adjunct member of the faculty at the St. Louis University School of Law, he taught courses in future interests and tax-driven estate planning. Mr. Willis has written numerous articles for law journals and publications serving the charitable planned giving profession, and he has been a frequent speaker at seminars for lawyers and for charitable gift planners.

Mr. Willis has a law degree from St. Louis University and a master’s degree in Taxation Law from Washington University in St Louis. His undergraduate degree in English Literature is from Indiana University, Bloomington, and he has a master’s degree in English from the University of Chicago.

Tuition Costs:

Standard Tuition: $250.00
Online Tuition (pre-registration): $250.00

Each registration includes one copy of a manual prepared by the seminar speakers.