Charitable Trusts - The Basics

Date: Thursday, January 19, 2012
Time: 5:00 PM - 8:00 PM
Location: Audrey's Restaurant, Seekonk
Speaker: Luke P. Travis, Esq.

Please join BCEPC as we welcome Luke P. Travis Esq. to discusses:

CHARITABLE TRUSTS - THE BASICS

  • CRTs vs CLTs and everything in between
  • Donor’s Control – The Give and Take
  • Computing and Claiming the Deduction – How long can I live?
  • Taxes – Capital Gains, Income, Gift and Estate . . did I forget anything?

    5:00 PM Cash Bar
    5:45 PM Business Meeting
    6:00 PM Dinner
    6:45 PM Speaker

    Location:
    Audrey's Restaurant at the Johnson and Wales Inn
    213 Taunton Avenue
    (Routes 114A & 44)
    Seekonk, MA 02771
    www.jwinn.com/directions.htm

    RSVPs by Friday, January 13th can be sent to BCEPC@aol.com, or sent with a check made out to Bristol County Estate Planning Council (BCEPC) to:
    Trish Hunter
    Bristol Elder Services
    1 Father DeValles Blvd, Unit 8
    Fall River, MA 02723

    Member cost is $30 and non-member cost is $35. Cancellations will be accepted until the 13th, after that all reservations will be expected to pay in full.
     

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