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Irrevocable Life Insurance Trusts (ILITs), Family Limited Partnerships (FLPs), Grantor Retained Annuity Trusts (GRATS), Installment Sales to Intentionally Defective Trusts (IDITs) . . . Our clients have a variety of sophisticated strategies aimed at transferring their wealth to future generations in the most tax efficient manner possible. This session explains how these advanced wealth transfer strategies work conceptually, and examines how our clients can leverage charitable overlays to help them bless loved ones and convert tax dollars into charitable dollars for greater Kingdom impact.
Jeanne McMains has been a practicing attorney in the areas of estate planning and charitable giving since 1995. After owning her own law firm and practicing with a large Midwest law firm, Jeanne currently serves as the Vice President of Gift Planning Solutions with The National Christian Foundation where she assists families nationwide with achieving their charitable gift planning goals. Jeanne obtained her law degree from Indiana University on academic scholarship and her undergraduate degree from Purdue University with highest distinction (summa cum laude equivalent) honors.