Understanding clients’ charitable giving goals is vital to successful estate planning. This webinar will touch on the increase in charitable giving and philanthropy among Americans, and how practitioners can become better prepared to assist their clients in reaching their charitable aspirations. Emphasis will be placed on how to determine a client’s charitable goals and how to integrate those goals into a comprehensive estate plan that accomplishes all of their objectives. A variety of charitable estate tax planning techniques will be discussed including the use of split interest trusts.
If you’re looking for a solution to help you map out your estate plans, Jeremy Milo from the software group at Bloomberg BNA, will be demonstrating BNA Estate & Gift Tax™ Planner during the webinar. BNA Estate & Gift Tax Planner can help you develop innovative strategies, see the interplay of all variables, and produce a comprehensive plan that shows you how to reach your goals.
Determine the rules, benefits, and disadvantages that come with different charitable giving arrangements (e.g., private foundations, Charitable Remainder Trusts, Charitable Lead Trusts).
Identify recent trends in charitable giving in the United States.
She has particular experience with irrevocable life insurance trusts, defective grantor trusts, and grantor retained annuity trusts. She also helps clients form and fund limited liability companies, limited partnerships, and other entities to achieve both their tax and business succession planning goals. As a former Certified Public Accountant, Chelsea brings a unique perspective to her clients’ tax needs. By combining her extensive legal know-how with her past auditing and accounting experience for businesses ranging from start-ups to Fortune 500 companies, she crafts practical solutions to her clients’ varied issues.
Jeremy Milo is a Senior Technical Analyst for the software division of Bloomberg BNA, located in Arlington, Virginia. As a tax and accounting attorney, he provides subject matter expertise to customers in the areas of estate and gift tax planning and tax compliance. He also serves as liaison and trainer for the division’s ever-expanding customer base. Jeremy continually confers with executives to ensure that current and future product development is in line with corporate requirements. Prior to joining Bloomberg BNA, Jeremy represented clients as an associate at a Northern Virginia law firm. In 2010, he established his own law firm, The Law Office of Jeremy J. Milo, PLLC with the primary focus of advising clients on estate planning and administration matters. Jeremy obtained degrees from The College of William and Mary and Howard University School of Law. He is also a graduate of the esteemed Master of Laws (LL.M.) program in Estate Planning from the University of Miami, School of Law and member of the Virginia State Bar.
She provides creative, practical solutions to meet her clients' various needs and to ensure that each client's values and philosophy are clearly reflected in his or her wealth transfer plan. Anne focuses her practice on wealth transfer and tax and estate planning. She also has experience practicing corporate law, including mergers and acquisitions, venture capital financings, and debt financings. Prior to joining Holland & Hart, Anne served as an intern for the Colorado Supreme Court, worked at the American Enterprise Institute for Public Policy Research, and was a research assistant for Carnevale Associates, LLC in Washington, D.C. A Denver native, she graduated from Princeton University cum laude and from Boston College Law School, where she was editor-in-chief of the Uniform Commercial Code Reporter-Digest.
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