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Creating a Trust
Utilizing a Trust and Building Trust
with Scott Blakesley

Mid-America Planned Giving Council

Friday, October 12, 2018 from 7:30 AM to 9:00 AM (CDT)

Creating a Trust Utilizing a Trust and Building Trust  ...

Ticket Information

Ticket Type Sales End Price Fee Quantity
MAPGC members
For those who are current members of MAPGC.
Oct 12, 2018 Free $0.00
Non-Member - 1st time in 2018 Oct 12, 2018 Free $0.00
Non-Member - >2nd time in 2018 Oct 12, 2018 $25.00 $2.28

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Event Details

Charitable gifts are often accomplished through trust arrangements and/or by donors who have and use trusts.  But what exactly is a trust and how can it benefit both the donor and the charity?   

We are also well aware that an effective estate plan and charitable gift plan requires a good deal of cooperation and “trust” between the donor/client, professional advisor(s) and the charity, this is even more important when giving arrangements are handled through some kind of trust. 

During this program, Scott Blakesley will address various aspects of using trusts as part of the gift planning process, and how the various members of the gift planning team should interact to get the most effective results from the use of a trust.  

Outcomes:

1. What is a trust and how does it work?

2. How is a bequest in a Trust different from a bequest in a Will?

3. What charitable dispositions can only be done in the form of a Trust?

4. Who are the other advisors involved with charitable dispositions through a Trust?

5. How do we deal with ongoing restrictions that might be contained in a Trust?

Agenda:

7:30 – 7:50 am Registration/Breakfast
7:50 – 8:00 am Announcements
8:00 – 9:00 am Program

Presenter:  Scott Blakesley – Partner at Spencer Fane LLP

Scott is a partner and leader of the firm's Kansas City estate planning group. Scott's practice involves all areas of estate planning and trust and estate administration, including family-owned businesses, planning for multiple generations, charitable gift planning, tax-exempt organizations, estate and gift tax planning, and general advice and counseling for family members involved in business and estate planning.

Have questions about Creating a Trust Utilizing a Trust and Building Trust with Scott Blakesley? Contact Mid-America Planned Giving Council
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When & Where


Kauffman Foundation Conference Center
4801 Rockhill Road
Kansas City, MO 64110

Friday, October 12, 2018 from 7:30 AM to 9:00 AM (CDT)


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Organizer

Mid-America Planned Giving Council

The Mid-America Planned Giving Council (MAPGC) helps local fund development and estate planning professionals improve and maintain their charitable gift planning skills while providing a unique environment to get to know the people and issues that impact planned giving in the Greater Kansas City area.  See why MAPGC would be beneficial to your career.

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