Taxwise: Deferred Giving

DEFERRED GIVING

Explanation, Specimen Agreements, Forms

To get tax benefits, trust agreements must meet numerous complex technical requirements. Omit a key phrase or include a few prohibited words and IRS can disallow the income, gift or estate tax charitable deduction. Charitable deduction claims must be substantiated in great detail and income must be properly reported by donor and charity. Unfortunately, IRS's sample documents don't do the job. Following them blindly can result in the loss of a deduction and other unpleasant tax consequences. Teitell points out the pitfalls and builds on IRS's specimens to give you workable documents.

This Two-Volume Set:
	Explains income, gift, estate and capital gains tax implications for all types of deferred gifts.
	Provides simplified forms, instructions and tables for computing charitable deductions for all deferred gifts.
	Includes a comprehensive explanation of wills, estate planning, life insurances gifts and specimen SEC disclosure statement for a pooled income fund.
	Provides specimen agreements for all types of lifetime and testamentary trusts.
	Includes specimen forms for reporting to the federal government.

Two-Volume Set

$315 plus shipping & $6.50 handling. Looseleaf—supplemented and revised annually.

To place an online order for Teitell's Deferred Giving or to request information, use our Order/Request Form

To talk to a live person, call toll free:(800) 243-9122 « Fax:(203) 637-4572 « e-mail: info@taxwisegiving.com

Taxwise Giving & Philanthropy Tax Institute
PO Box 299, Old Greenwich, CT 06870-0299
Email Conrad: cteitell@cl-law.com