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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 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 an attorney with The National Christian Foundation where she assists families nationwide with their charitable gift planning and estate planning needs. Throughout her career, Jeanne has served as a featured presenter for several financial institutions including A.G. Edwards & Sons, AllianceBernstein, Fidelity Investments, Merrill Lynch, Morgan Stanley, New York Life, Northwestern Mutual, Principal Financial Group and Ronald Blue Trust. 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. Jeanne and her husband, Shane, currently live in Colorado Springs with their two children.