Real Estate and Planned Giving - RECORDING

Tuesday, Dec 31, 2019 at 12:00 PM to 1:00 PM EST

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Participant Fee Partial Approval - $35.00

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Tuesday, Dec 31, 2019 at 12:00 PM to 1:00 PM EST

A new session devoted entirely to Real Estate and Planned Giving vehicles. We will go through the various issues involved with Real Estate as well as the various giving structure options.

Options that we will cover:

  • FLIP Unitrusts funded with Real Estate
  • Gift annuities funded with Real Estate
  • Retained Life Estates
  • Retained Life Estate as a funding option for a Gift Annuity
  • Bargain sale

Planned Giving Advisors

https://plannedgivingadvisors.com/

Jonathan Gudema, Esq., Principal and Founder of Planned Giving Advisors, LLC.

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