On February 15, 2005, Aryeh presented a seminar for Board Members and Donors for the University of Maryland Medical System (UMMS) Foundation on “Charitable Giving Techniques.” Click here for the PowerPoint presentation. Click here to review the lead article of our recent newsletter recommending the use of Charitable Lead Trusts in a fluctuating interest rate environment. We have implemented several charitable trusts and private foundations for clients. It is especially advantageous tax-wise for those with a high estate tax exposure and who wish to benefit charities at substantial tax-savings.
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