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 Edward Beckwith, national charitable planning expert, discusses the most underutilized charitable planning technique and how he approaches charitable planning with his clients.
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 Edward Beckwith, national charitable planning expert, talks in-depth about charitable remainder trusts and the situations in which they are best used for charitable planning.
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 Edward Beckwith, national charitable planning expert, discusses charitable lead trusts, how they’re different from remainder trusts, and situations in which they might be most useful.
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 Bryan Clontz, a national expert on planned giving and financial planning, shares his expertise on how non-cash assets can save your clients money while increasing the amount of their gifts. Learn why non-cash assets are important to charitable planning, and the benefits and potential barriers of gifting non-cash assets.
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 Bryan Clontz, a national expert on planned giving and financial planning, covers the key questions to ask when considering gifts of non-cash assets.
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 Bryan Clontz, a national expert on planned giving and financial planning, shares case studies for three specific non-cash assets: closely-held business, limited partnership, capital asset.
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 Attorney and estate planning expert, Jerry Chasen, gives tips on how to help your clients feel comfortable discussing their values, so that you can not only help them create individualized estate plans, but also strengthen a long-term relationship with you, their trusted advisor.
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