Planned Giving Seminar

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Lifestyle Protection and Charitable Giving A Profitable Planning Merger Featuring: Daniel G. Hoebeke, J.D. Nationally Recognized Speaker on Estate Planning and Charitable Giving MCLE Credit Hours: 3.0 (including 0.5 hour Ethics credit) October 19, 2000 McLean Hilton A Virginia CLE 2000 Program Approved by the Virginia State Bar Agenda Time Details 8:30 a.m. Registration 9:00 a.m. Introduction Establish the relations between charitable planning and other tax planning strategies. 9:15 a.m. Charitable Estate Planning for Today (Part I) Charitable Giving Vehicles Which Avoid Taxes and Enhance the Client's Planning Goals. Cash Gifts Appreciated Assets Other Non-cash Gifts Protecting the client's income stream Charitable Gift Annuity Deferred Payment Charitable Gift Annuity Interest Free Loans to Charity Revocable Gift Agreements Life Estate Contracts Life Insurance Charitable Remainder Trusts 10:15 a.m. Break 10:30 a.m. Charitable Estate Planning for Today (Part II) Charitable Lead Trusts Pooled Income Funds Charitable Estate Planning for the Future Bequests from Wills and Trusts Qualifying Split-interest Trusts Gifts from Tax Deferred Assets 11:30 a.m. Ethical Issues in Charitable Planning Noon Relating Charitable Planning to Today's Practices 12:15 p.m. Summary and Adjourn About Our Speaker... Dan Hoebeke brings a perspective to the field of charitable estate planning which is unparalleled in diversity. His legal experience includes work as a private practitioner, charitable consultant, fundraiser, trust officer, teacher and estate administrator. Mr. Hoebeke currently serves on the Alzheimer's Association's national staff in Chicago, Illinois, where he specializes in providing planned giving support services to the more than 150 Alzheimer's Chapters throughout the United States. Recognizing that charitable estate planning can be a technical and often tedious subject, Mr. Hoebeke endeavored early on to make his presentations entertaining and down-to-earth. More than 500 seminars later, he is a sought-after speaker for both professional and donor groups. Mr. Hoebeke's writing skills are also noteworthy. His pieces on charitable estate planning have appeared in numerous professional journals and other publications and he has authored dozens of targeted brochures and articles on charitable giving topics. All that being said, however, Mr. Hoebeke is most gratified by the fact that his personal visits with 1200 donors have resulted in more than $100 million in planned gifts. Quotes About This Speaker From Previous Seminar Evaluations: "Excellent! I wouldn't have changed a thing!" "Just the right amount of humor." "Dan's unique descriptions bring the point home." "I recognized my clients." "Wow! A lawyer you can understand." "Great, practical stuff -- immediately usable in my practice." Mr. Hoebeke's presentation is geared toward those professionals who have experience in estate planning. Program materials provide more in-depth analysis of issues addressed. NOTE: Registered attendees will receive a binder containing the course materials and a diskette of IRS approved forms. For information regarding course content, please contact Mr. Hoebeke at (312) 335-4052 or at Dan.Hoebeke@alz.org. For further information about registration for the seminar, please contact Cindy Elliott at 703-359-4440 or toll-free 1-800-272-3900, extension 105. Subscribe to our E-Newsletter! © 1997 - 2005 Alzheimer's Association, National Capital Area. All rights reserved. 703-359-4440 or toll-free 1-800-272-3900