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.
from a three-hour talk I 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 I spun off of a paper I 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, then-recent developments
| september.pdf |