Gift Vehicles

Testamentary CRUT with Income Between Spouse and Charity

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Transformational Charitable Gifts Through Collaboration

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“Supporting Organizations: Imagine Donor Advised Funds on Steroids”

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The Demise of the “Stretch” IRA: How Does the SECURE Act Affect Trust Planning for Retirement Benefits? A Step-by-Step Approach to Offer Your Clients a TaxWise Solution

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Review of the “Is this the Golden Age of CLATs?” Article

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The “Charitable Now” CRT

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