Optimizing Planning Outcomes

This course looks at seven charitable planning tools and their many variations and situations/transactions where they are powerful in optimizing planning outcomes.

Topics

• Understanding personal and charitable planning tools
• Combining tools to create even greater planning outcomes
• Answering the two questions concerning planning tools: “What do we gain?” and “What do we lose?”

Video

Handout

Understanding and Using the Charitable Planning Tools (PTS 100A)

Related Resources

• Article: A Tool for All Seasons
• Article: Deferred Inheritance Trust
• Article: Deferred Inheritance with Instant Gratification
• Article: Deflecting Wealth vs Divesting Wealth
• Article: Keeping the Family Business in the Family
• Article: The IRS Funded Kingdom Buy/Sell
• Article: Palmer Case Study