On November 9, 2006, the United Way Foundation of the Capital Region (described in a brochure found here), will sponsor a seminar featuring Conrad Teitell, a nationally-recognized expert on tax and estate planning issues.
The title of the workshop is "Charitable Estate Planning Strategies: Gathering Windfalls and Avoiding Pitfalls”. The cost for the workshop is $175, which includes continuing education credits.
Check-in for the seminar (with a continental breakfast) will begin at 7:00 A.M. at the Harrisburg Hilton Hotel, located at 1 North Second Street, Harrisburg, PA. The program will be conducted there from 8:00 A.M to 12:00 Noon.
Topics to be discussed include:
- The latest tax laws
- Choosing wisely among various types of charitable donees
- Income, gift, estate, and capital gains tax savings on outright & charitable remainder gifts
- Choosing wisely among the four charitable remainder unitrusts
- When to use a QTIP-CRT combo
- Using IRAs to make charitable gifts
- How a charitable gift can step-up basis of assets
- Charitable gifts that increase a donor's spendable income
- Different marital deduction rules for various charitable remainder gifts
- Dovetailing charitable gifts with the rest of an estate plan
- Tax consequences of contributions to a charitable remainder trust or terminating a CRT
- Charitable gift annuities, Grantor-Retained Annuity Trusts, & pooled income funds
On Sunday, October 29, 2006, The Sunday Patriot News published a brief article entitled "United Way Foundation to Hold Estate Planning Class", found here, announcing the seminar and noting its purpose:
Accountants, attorneys, trust officers and other estate planning professionals are encouraged to attend, according to a United Way spokeswoman. Professional credits are available. * * *
"We'd like financial planning professionals to begin thinking about us as more than just an annual-giving option," said Joseph M. Capita, United Way president and CEO. This workshop is to create an awareness of the foundation among professionals.
For more information or registration, call 717-732-0700, Ext. 33, or send an email message to firstname.lastname@example.org.