Retirement and Charitable Planning

What Will You Learn?

• Understand the Role of Trusts in Retirement Planning
• How different types of trusts can support post-retirement income.
• Strategies for using irrevocable and revocable trusts for asset protection.
• Create Reliable Retirement Income Streams
• Techniques for converting appreciated assets into lifetime income through Charitable Remainder Trusts (CRTs).
• Balancing income needs with tax efficiency using trust-based planning.
• Structure Charitable Trusts for Long-Term Philanthropy
• Understanding the mechanics of Charitable Lead Trusts (CLTs) and Charitable Remainder Trusts (CRTs).
• How to design giving strategies that benefit both the donor and charitable causes.
• Integrate Philanthropy into Estate Planning
• Ways to align charitable giving with estate and tax planning objectives.
• Case examples of how to leave a legacy through structured charitable trusts.
• Avoid Common Pitfalls in Retirement and Philanthropic Trust Planning
• Missteps in trustee selection, beneficiary designations, and trust funding.
• Real-life case studies illustrating successful and failed planning scenarios.