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.
the slide deck for a talk he gave at a lunch meeting of the Chicago Planned Giving Council in November 2024, "recent developments" largely focused on the proposed donor advised fund regulations
| chicago_slide_deck_six_up.pdf |
the slide deck for a talk he gave at a breakfast meeting of the local planned giving roundtable in November 2023, and in a couple or three later webinars for other audiences, on the problem of prearrangement
| prearrangement.pdf |
the slide deck for a talk he gave at a breakfast meeting of the local planned giving roundtable in March 2023, and in a couple or three later webinars for other audiences, on the "legacy" IRA
| legacy_ira_handout.pdf |
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 |
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 |
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 |
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 |
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 |
and the accompanying slide deck, with some more accurate numbers
| slide_deck_handout.pdf |
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 |
from the 2012 national conference in New Orleans, on commuting or accelerating a charitable remainder trust
| exiting_the_underproductive_crt.pdf |
from the 2009 conference in National Harbor, on reforming the nonqualified split-interest trust
| dont_try_this_at_home.pdf |
an update for the local roundtable in late 2017 on then-recent developments
| september.pdf |