Name: Planned Giving Round Table (PGRT) Into the Great Wide Open – Planning for the Childfree Client
Start: 2024-10-22T08:00:00-04:00
End: 2024-10-22T10:00:00-04:00
Location: DoubleTree by Hilton Baltimore North-Pikesville

$Planned Giving Round Table (PGRT) Into the Great Wide Open \u2013 Planning for the Childfree Client$

$25
Recent research suggests that one in five Americans may choose to remain “childfree.” With this presentation, Jennifer B. Goode and Donald P. Kent, from Bernstein Private Wealth Management, will unpack these and other related social science research findings and examine their potential impacts on the estate planning process.
Topics covered will include best practices for client engagement regarding nontraditional family structures, drafting for flexibility in fiduciary selection and anticipated changes in a trust’s beneficiary pool, and the importance of testamentary charitable transfers to a childfree client’s legacy.