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DTSTART:20200929T123000Z
DTEND:20200929T140000Z
LOCATION:Live Zoom Webinar
UID:2001920200929T123000ZWebinar: Charitable Trends Every Advisor Should Know in 2020, and Charitable Planning with Non-Cash Assets
DTSTAMP:20260421T175256Z
DESCRIPTION:\nBryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and life insurance appraisals/audits. For more information on Bryan, [click here](https://www.westernmichiganepc.org/assets/Councils/WesternMichigan-MI/library/Bryan-Clontz-Bio.pdf).\n \nCharitable Trends Every Advisor Should Know in 2020\n \nWhich trends have completely changed the charitable planning landscape? What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered.\n \nCreative Charitable Planning with Non-Cash Assets: A Case Study Approach\n \nHow would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.\n \nHaving a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning. Bryan Clontz will cover how to maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.\n \nWMEPC Members: Free\n Friend of GRCF: Free\n Guests: $25.00\n ------\n\nThank you to our Partner Sponsor!\n \n[](https://www.grfoundation.org/)\n ------\n\nRegistrants will be emailed a link and password within 24 hours of the live event. Please contact Jeanna Post at admin@westernmichiganepc.org with questions.\n \n \n
SUMMARY:Webinar: Charitable Trends Every Advisor Should Know in 2020, and Charitable Planning with Non-Cash Assets - Western Michigan Estate Planning Council 
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