November 2, 2017- Structuring and Funding Life-Income Gifts with Retirement Plan Assets

Structuring and Funding Life-Income Gifts with Retirement Plan Assets

Baby boomers have trillions of dollars in retirement plans, so fundraisers and advisors need to be up to date on the best ways to use these assets for philanthropy. The economic and tax advantages of these gifts are compelling, but the devil is in the details from a legal and administrative perspective. At this meeting, one of the country’s top authorities covers recent legal developments affecting gifts of retirement assets. We will discuss actual cases, including choices made in structuring beneficiary designations, trust instruments and gift annuity agreements, and real-life implications of those choices. You will learn to identify major issues to address in planning such gifts and analyze what was done well in each case, and what could have been done differently.

Tim Prosser-Kaspick & Company

Tim Prosser joined Kaspick & Company in 2009 with nearly 20 years’ experience in legal practice and financial services. Prior to joining TIAA-CREF Trust Company in 2000, Tim practiced law in the areas of estate planning, estate and trust administration, charitable giving, and business succession planning with the firms of Sonnenschein Nath & Rosenthal and Armstrong Teasdale Schlafly & Davis in St. Louis, MO. Tim has served on the board of the National Association of Charitable Gift Planners and as chair of its National Conference. He is a board member and past president of the Saint Louis Planned Giving Council and is a recipient of the Council’s “Founders Award.” Tim is a frequent speaker at national and regional conferences on charitable and tax planning topics. He received his JD degree and MA degree in Public Administration from St. Louis University in December 1990 and his BA in Russian Area Studies in 1987 from Loyola University, New Orleans.

No cancellations or refunds after 5 p.m. on Friday, October 27, 2017.  Any unpaid no shows will be invoiced.

A $1.25 processing fee is charged for all credit card payments.