Sometimes it seems that charitable estate planning strategies only make sense if the client truly has charitable intent. Our experience is that most wealthy clients are quite charitable, even without Warren Buffet’s prodding. But sometimes you can leverage charitable planning for clients who are not inclined to leave a large chunk of their wealth to charity.

In this session, Scott Hamilton will walk us through some situations where powerful charitable estate planning ideas worked well for clients who were marginally charitably inclined. Scott will also demonstrate how the integration of life insurance with these strategies can enhance benefits for the clients and charities.

Here are three of the situations we will examine:

• Creating cash flow for those who don’t have enough

• Find a way to purchase insurance for estate tax in cases where senior family members are uninsurable

• Create deductions without giving up property

Too good to be true? Not really. Join us as we think creatively through how charitable techniques can help our non-charitably inclined clients achieve their goals.

Scott Hamilton is the CEO of InKnowVision, LLC, a design and tax strategies company dedicated to providing tax planning and consulting to the clients of attorneys, CPA firms and financial professionals throughout the country. Scott had a traditional law practice for over 20 years with an emphasis in the areas of estate and income taxation. As part of InKnowVision Design, he now collaborates with other professionals on clients who have an average net worth of over $20M.