Sophisticated Charitable Planning and Recent Events Associated Therewith

Gassman, Crotty & Denicolo, P.A.
1245 Court Street
Clearwater, FL 33756

0:00 - Introduction
02:40 - Paul's Background
06:10 - Agenda
08:22 - Donor Advice Funds
15:30 - Pension Protection Act
33:18 - Proposed RS
38:08 - Excess Benefit
45:20 - Planning Techniques
46:40 - Fact Sheet
49:50 - Secure Act
56:30 - Excel Calculator
58:30 - Net Income CRT
01:04:53 - EstateView Introduction
01:10:30 - EstateView CRUT
01:21:42 - EstateView Pro CRUT
01:27:41 - EstateView Pro-Plus CRUT
01:33:32 - EstateView NIMCRUT
01:43:16 - EstateView Case Study with CLAT
01:56:19 - Case Study with CRAT
01:57:03 - EstateView Life Estate
02:04:54 - EstateView Monte Carlo
02:08:08 - EstateView NEST
02:10:32 - EstateView News
02:12:56 - Questions
02:13:37 - Conclusion