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February 2021

Succession Planning for Farms and Businesses

February 4, 2021 @ 11:00 am - 12:00 pm CST
Online
Free

At Gift Planning Services, we have decades of experience in estate and legacy planning. We’ve worked with many families whose assets have largely been housed within a farm or business entity...and that presents some unique challenges! During this free webinar, learn the key provisions you'll need to make when deciding how and when to pass on the family business, and how those assets can transfer in the most tax-efficient ways after you're gone.

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April 2021

Charitable Trusts: Beyond Alphabet Soup

April 29, 2021 @ 11:00 am - 12:00 pm CDT
Online
Free

When it comes to charitable trusts, there are so many acronyms it can seem like a very confusing bowl of alphabet soup! From charitable remainder unitrusts (CRUTs) to charitable remainder annuity trusts (CRATs) and charitable lead annuity trusts (CLATs) to charity lead unitrusts (CLUTs), we'll give you an overview so you understand the differences between these powerful tools and can have educated conversations with your donors. Speakers Jennifer Nohelty – Founder, CEO, & Senior Gift Planning Counselor Jennifer is a…

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