Gift Planning Tips discusses new cases, rulings and legislation pertinent to estate and financial planning and reports new developments in charitable giving techniques.  Sign up to have monthly tips emailed directly to you.

• The Tax Code’s “Don’t Have Fun” Rule
• CRTs Offer ESOP Opportunities
• Planning CRTs That Anticipate Marital Breakups
• Contingency Clauses That Can End CRTs Early

Gift Planning Tips Archive

The following articles are now available from the latest edition of the Charitable Giving Tax Service Analysis & Comment. Archived articles, and the full 1200-page gift planning library are available at no charge if you register and sign in to CGTS-Online, using the link on this page.

TRUST EXPENSES HIGH BUT NOT EXCESSIVE, COURT FINDS
Trustees get more than charitable beneficiaries.

SIMILAR NAMES, BUT ONLY ONE CHARITY GETS BEQUEST
Appeals court finds no ambiguity in trust language.

REFORMATION SAVES TESTAMENTARY FOUNDATION
Change allows more funds to be used for scholarships.

IF PAYING INCOME TAX ISN'T ENOUGH, DONORS CAN GIVE MORE
Contributions to pay down the national debt are considered charitable gifts.

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