202 Transferring Values Through the Transfer of Valuables

202 Transferring Values Through the Transfer of Valuables

Finance & Business | Available (Membership Required)

701 Briarcliff Avenue Oak Ridge, TN 37830 United States
C-110
Wednesday, March 5, 2025 (one day)
1:00 PM-2:10 PM EST on Wed

202 Transferring Values Through the Transfer of Valuables

Finance & Business | Available (Membership Required)

Through this presentation we will learn how charitable estate planning can allow us to leave a legacy of values through our estate plans.  We will begin by discussing a few basic estate planning concepts that will help all of us understand the need for planning and how things can often go wrong without both proper planning and proper understanding of how the plan works.  We will then discuss some ideas that we can use to integrate charitable giving to the broader estate plan.  We will then conclude with examples of how charitable estate planning can accomplish your goals through the transfer of your valuables.

Jeremy Pharr

Jeremy Pharr, JD, serves as President of the Charitable Estate Planning Institute 501 (c)(3).  The institute offers top level education on charitable estate planning for development staff, gift planning officers and professional advisors.