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Author Archives: Paul Caspersen
The Charitable Remainder Trust as the Solution to the SECURE Act Setbacks
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3 Methods of Using Life Insurance for Charitable Planning
Life insurance has many uses in charitable gift planning, especially in high-end, sophisticated gift planning. As a way to provide a benefit to the charity and also provide tax or other financial benefits to the donor, life insurance can be used in situations in which other assets can’t. Planning considerations with life insurance are complex, owing to issues based on tax, insurance, and securities law. Here are various ways life insurance is used in charitable giving.
Proposed §7520 Mortality Tables: Charitable Planning Implications of New Mortality Assumptions and Effective Date.
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Testamentary CRUT with Income Between Spouse and Charity
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Transformational Charitable Gifts Through Collaboration
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The New Actuarial Tables Can Impact Charitable Deduction Calculations for Deferred Gifts
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“Supporting Organizations: Imagine Donor Advised Funds on Steroids”
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The Art & Science of the Follow-up Letter
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Three Important Insights from the Late Debra Ashton from her book “Complete Guide to Planned Giving.” AKA the “Blue Book.”
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