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unplugged
Russ is available to speak on subjects relating to income and transfer tax planning, particularly with reference to planned gifts.  Linked below are some of the papers he has presented at national and regional planned giving conferences.
an item he wrote for Viken Mikaelian's publication Giving Tomorrow for its October 2020 issue on managing risk in a small gift annuity portfolio
ask_the_expert.pdf
File Size: 296 kb
File Type: pdf
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the slide deck for a webinar he gave for Crescendo Interactive in July 2020 on tax considerations in creating life income gifts for third parties
crescendo_071520.pdf
File Size: 109 kb
File Type: pdf
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a one-pager he put together for a panel discussion of the "Secure" Act at a breakfast meeting of the local roundtable in February 2020
secure.pdf
File Size: 53 kb
File Type: pdf
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from a three-hour talk he gave for the Red River Valley Estate Planning Council in Fargo, North Dakota in November 2018 -- recent developments, a sort of PG 103, and a reprise of the "accelerate" talk from the national conference
complete_handout.pdf
File Size: 217 kb
File Type: pdf
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from the 2018 national conference in Las Vegas, reprised at the Western Regional conference in May 2019, on the tax implications of commuting or accelerating a charitable remainder trust or a gift annuity
accelerate_text.pdf
File Size: 116 kb
File Type: pdf
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and the accompanying slide deck, with some more accurate numbers
slide_deck_handout.pdf
File Size: 130 kb
File Type: pdf
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something he spun off of a paper he wrote for Stelter years ago on income and transfer tax considerations in creating a life income gift for the benefit of a third party
knock_edit.pdf
File Size: 54 kb
File Type: pdf
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from the 2012 national conference in New Orleans, on commuting or accelerating a charitable remainder trust
exiting_the_underproductive_crt.pdf
File Size: 158 kb
File Type: pdf
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from the 2009 conference in National Harbor, on reforming the nonqualified split-interest trust
dont_try_this_at_home.pdf
File Size: 153 kb
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an update for the local roundtable in late 2017 on then-recent developments
september.pdf
File Size: 92 kb
File Type: pdf
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