Monday, October 30, 2006

Teitell to Talk in PA

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