Real Estate and Planned Giving - RECORDING

Tuesday, 31 December 2019 12:00 PM - 1:00 PM EST

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1. Select Seats

2. Review and Proceed

Tuesday, 31 December 2019 12:00 PM - 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

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

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