Charitable Gifts and Unusual Assets

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This paper discusses charitable gifts in estate plans. It highlights a number of considerations for practitioners to address when planning for charitable gifts, including identifying the recipient, the type of property, who is making the gift, and when the gift will be made. The paper also provides suggestions for dealing with usual assets in estate planning, such as digital assets, genetic material, and pets.

This paper is part of a collection presented at LESA’s Estate Planning for the Average Wealth Client program in Edmonton on November 29, 2017 and in Calgary on December 6, 2017.

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