Making the Most of Your Legacy Webinar Series: Part Four

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The “why” behind every gift to the Trail Conference is just as unique as the person donating to our mission. How they choose to support our efforts can be just as personalized.

If you’ve been wondering about your charitable giving options, we invite you to participate in our new webinar series, Making the Most of My Legacy. 

Our fourth session will be held on Nov. 4 and will discuss Advanced Planning: Using Charitable Remainder Trusts to manage taxes and create lifetime income for your heirs.

This webinar session will help clarify:

Advanced Planning: Using Charitable Remainder Trusts to manage taxes and create lifetime income for your heirs


ABOUT THE SPEAKER:

David Choyne is an associate in the Tax, Trusts and Estates Department. He advises high net-worth individuals and families on estate and gift planning by integrating asset protection, lifetime gifting strategies and business succession planning. David drafts a wide range of documents, including wills and trusts, as well as insurance trusts, charitable trusts, dynasty trusts, grantor retained annuity trusts, spousal limited access trusts and intentionally defective grantor trusts.
David is an active member of the New York City Bar, where he currently serves on the Estate & Gift Taxation Committee. He earned his B.A from the University of Wisconsin – Madison and his J.D. from the University of Miami School of Law. Prior to joining the firm, he worked as a Trusts and Estates Attorney at a mid-sized New York law firm.

 

When
November 11th, 2020 7:30 PM   through   8:15 PM
Location
Additional workshop information
Level
Coordinator Jennifer Zack
Instructor
For more information, contact... [email protected]