First American

Compounding Complications in Charitable Giving

Join us for a CE course for estate planning attorneys and CPAs. Outside the context of outright gifts of cash to a public charity, charitable giving can be complicated. Familiar examples of charitable giving techniques that can present challenges include charitable gift annuities, split-interest charitable trusts, farm or residence remainder interest gifts, gifts of equity in a closely-held entity and IRA charitable rollovers. This teleconference will go beyond those familiar examples and explore additional areas that can be traps for the unwary, including:

  • Emerging Issues Surrounding Donor Advised Funds
  • Conservation Easements
  • Internal Revenue Code Section 642(c) Deduction
  • Mismatch Between Gross Estate Inclusion and Charitable Deduction

Join us on August 23, 2022 for an online estate planning program and earn continuing education credits for attorneys (MCLE) and/or CPAs (CPE).


CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours