Saturday September 26, 2020

For Advisors

Estate Planning Seminar
February 11, 2021 / 7:45 a.m. - 4:15 p.m.
Click here to learn more and to register.
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Charitable Tax Reference
GiftLaw Pro
GiftLaw Pro is a complete charitable giving and tax information service inside the GiftLaw website.
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Deduction Calculator
The GiftLaw Calculator is a planned gifts calculator for professionals that follows the IRS format. Click here to access and run charitable deduction calculations for your favorite gift plan.
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Lead Trust's LLC Membership Not Self-Dealing
Private Letter Ruling
Lead Trust is a testamentary charitable lead unitrust. The income interest is distributed each year to a charitable organization and the remainder interest will benefit descendants of Decedent....
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Exit Strategies for Real Estate Investors, Part 8
Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea that he touched turned to gold. By far, Karl was most successful with real estate investments. It...
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Charitable Tax Reference
Bequest Language
Our legal name, sample bequest language, and our tax ID number
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