This presentation will cover the basic tax deduction for both the income tax and estate tax. Different types of planned gifts to charities will be covered as well as how community foundations can be valuable resources. Learn what high-net-worth clients want and learn some tips on how to have 'the talk' about planned giving.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving.