Tax Benefits of Charitable Trusts
from Boston Security Analysts Society
This event has passed.
Tuesday, May 13, 2008, 12:15pm - 2:00pm
Nadia A. Yassa, Esq., Director of Estate and Gift Planning, The Boston Foundation will provide a general overview of the tax benefits of charitable remainder trusts and charitable lead trusts, including:
- Tax benefits for each type of trust
- Appropriate funding assets and timing for each type of trust
- Gift freezes in a low interest rate environment
- Charitable remainder annuity trusts versus charitable gift annuities
- Case Studies with gift calculations
Prior to joining the Boston Foundation, Ms. Yassa was a trusts and estates attorney at Nutter, McClennen & Fish LLP, where she focused her practice in the areas of estate planning and estate administration.
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