May 25, 2023 Philanthropy Forum: Flexible Beneficiary Trusts with Jonathan G. Blattmachr

Thursday, May 25, 2023 12:00 PM-1:30 PM | FREE

This presentation explained in detail how to structure and administer a trust that does not require current payments (as a marital deduction trust must) so that income taxation can be reduced overall, asset protection enhanced and the wealth of the family increased. It showed why allowing distributions to other family members, including a descendant's spouse, a special kind of charitable remainder trust, a special kind of charitable lead trust and a qualified subchapter S trust can help accomplish those goals. It also demonstrated why distributions to charity typically should be made from a trust rather than from an individual. 

The forum recording and webinar materials can be found here:

• Watch the event recording
• Download the slide deck
• Read the recommended article: Preserving the Benefits of Trusts Despite High Income Tax 

How to get continuing education (CE) credit: If you did not already provide your professional information during registration for Continuing Education credit, please email giftplanning@oregoncf.org before Tuesday, March 21, 2023, and provide your name, preferred email address, profession, and your identification number, if appropriate to your profession.

View all of our CE-eligible events for 2023 at oregoncf.org/forums. 

Thank you to our event sponsor for all 2023 Philanthropy Forums: