Whether you are representing a donor or a charity in your planning, deferred giving is an important tool in both charitable gifting and personal estate planning. In many cases, using life insurance can bring about a personal benefit as well as a benefit to a charity, and knowing the various alternatives and the issues involved with each is critically important in such planning. Knowing the objectives of each in the planning process is important and this topic helps those involved in estate and charitable planning attain those objectives. Many persons engage in charitable planning without realizing the benefits of utilizing existing or newly purchased policies in a way that can save taxes, increase a donor’s cash flow or investments for the donor’s family. You will be provided the tools for a planner to achieve goals in ways not previously utilized.
Agenda
Faculty
Robert F. Baldwin, Jr.
Baldwin & Sutphen, L.L.P.
- Partner in the office of Baldwin & Sutphen, L.L.P.
- Practice emphasizes all aspects of estate and tax planning, including advising charities on advantages of deferred giving methods
- Served on various charitable boards and advised and lectured for charities regarding planned giving
- Frequent speaker in the areas of trust and estate administration and planning
- Member, American Bar Association, New York State Bar Association
- National Association of Estate Planners and Councils, former president, designated Accredited Estate Planner (AEP); fellow, American College of Trusts & Estates Counsel; fellow, New York Bar Foundation; Honoree, Who’s Who in America; Honoree, Who’s Who in the East; Honoree, Who’s Who in American Law; Honoree, Best Lawyers in America for over 25 years, Honoree, New York Super Lawyers
- Graduate of Syracuse University College of Law
- Can be contacted at 315-477-0100 or [email protected]
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- Live Webinars
- OnDemand Webinars
- MP3 Downloads
- Course Manuals
- Audio Recordings*
- Executive Reports
- White Papers and Articles
- Sponsored Live Webinars
Additional benefits include:
- State Specific Credit Tracker
- Members Only Newsletter
- All-Access Pass Course Concierge
* For audio recordings you only pay shipping
Questions? Call 877-296-2169 to speak with a real person.
More Program Information
Access to all training products $699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
