PFP Boot Camp: Estate and Charitable Planning


This session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities. Non-tax aspects of estate planning, including the estate planning process, wills, trusts, durable powers of attorney, powers of appointment, and probate procedure are also studied.

Learning Objectives
  1. Upon completion of this webcast, participants will be able to:
  2. Describe the unification of the estate tax and gift tax systems
  3. Identify the applicable credit for estate tax, and gift tax purposes
  4. Explain the requirements for use of the annual exclusion for gift tax purposes
  5. Describe the purpose of the Crummey Power and how it can qualify a gift for the gift tax annual exclusion
  6. Explain the uses of life insurance in charitable giving and in replacing wealth for family members
  7. Explain the purpose and use of the annual gift tax exclusion
  8. Distinguish between present and future interest gifts, with specific reference to gift, estate, and generation skipping transfer tax consequences
  9. Identify the purposes, uses, and planning implications of Section 2503(b) & (c) trusts, and how the annual exclusion is applied to these structures
  10. Compare the income tax rules of cash gifts and tangible personal property
  11. Evaluate the financial planning uses of charitable gifts of remainder interests in personal residences and farms, and conservation easements
Major Topics
  1. Gift, estate, and generation skipping transfer taxes
  2. Charitable planning
  3. Estate planning process
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Course Level
Thomas Tilery
Basic knowledge of the areas of estate planning.
Online Course
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Nov 14, 2016
1:30 pm - 4:15 pm
Online Webcast,
Total CPE Credits
Thomas Tilery


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PFP Boot Camp: Estate and Charitable Planning