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
| complete_handout.pdf |
from the 2018 national conference in Las Vegas
| 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
| knock_edit.pdf |
from the 2012 national conference in New Orleans
| exiting_the_underproductive_crt.pdf |
from the 2009 conference in National Harbor
| dont_try_this_at_home.pdf |
an update for the local roundtable in late 2017
| september.pdf |