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Recent Commentary
Minimizing Risk in Accepting Charitable Gifts of Real Estate: The "Charitable Put" and Other Techniques
This article describes how a charity can use a "Charitable Put" to reduce its risk in accepting a gift of real estate.
58th Heckerling Institute Conference Announcement
The Heckerling Institute on Estate Planning, the nation's largest conference for estate planning professionals, has announced that its 2024 program will be delivered in both in-person and virtual format from January 8 to 12, 2024, at the Orlando World Center Marriott in Orlando, Florida. For the tenth year in a row, the conference will include an educational series on charitable giving and philanthropy.
Planning for Gifts of Mortgaged Real Estate-
A donor contributes a portion of her real estate holdings to a DAF, creating current tax deductions and providing a source of funds for her charities in years to come.