This presentation will focus on the use of charitable vehicles such as charitable remainder trusts, charitable lead trusts, private foundations, and donor advised funds to assist clients with creating individual or family legacies with the businesses that they have worked hard to grow.
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Nebraska MCLE #267105, 0.75 CLE Hours (OnDemand credit)
Combining charitable planning with business succession planning provides clients with the opportunity to provide for their loved ones, leave a philanthropic legacy, and reduce or eliminate tax liabilities. This presentation will focus on the use of charitable vehicles such as charitable remainder trusts, charitable lead trusts, private foundations, and donor advised funds to assist clients with creating individual or family legacies with the businesses that they have worked hard to grow.
Brittney Holley, Cline Williams Wright Johnson & Oldfather, LLP
Brittney’s practice includes several specialized areas of focus. She counsels clients on wealth transfer and estate design planning, including wills, trusts, fiduciary administration, family charitable foundations, gift and estate tax planning, and related matters. Brittney assists clients with a range of business transactions, including entity formation, mergers, business transaction planning and other related transactions. She represents clients in various aspects of state and federal income tax planning, including assisting tax-exempt organizations with formations, maintenance, and compliance matters.
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