Estate planning with closely-held business interests can introduce several complex issues of which estate planners must be aware in order to provide effective counsel. This presentation will discuss a common and effective technique to consider when planning with business interests – the grantor retained annuity trust. It will also touch on the benefits and usefulness of owning closely held business interests through a revocable trust. Charitable giving is a topic that clients consistently discuss with attorneys and financial advisors and is worth of consideration in every estate planning consultation. This charitable giving presentation will review the tax benefits of gifting various types of assets, provide an overview of charitable giving vehicles, and highlight several charitable planning techniques that can benefit clients of modest to significant wealth.

Speakers: Jennifer McEwen of Maynard Nexsen and George Gaskin of the Community Foundation of Greater Birmingham

Maynard Nexsen, 1901 Sixth Avenue North, Suite 1700, Birmingham, AL 35203

Lunch Generously Sponsored by Maynard Nexsen

Free for Probate Section members; join the Section to attend this and other Section events

1 hour CLE credit