Estate & Charitable Gift Planning Institute September 27, 2017 DoubleTree by Hilton Hotel Join us to receive free continuing education credits as we explore “explore strategies to make sure estate plans stay up to date with client needs and current legisla- tion”. Sponsored by: The Salvation Army, Central Trust Company, Spencer Fane, LLP, Neale & Newman, LLP, Robert Ingold, Attorney at Law, LLC. Call (417) 838-6688 to reserve your seat now! What will your legacy be? Joe and Kathy worked for many years building up their nest egg for retirement. While they felt their savings and investments would cover their own needs, they wanted to make sure that their three children were provided for in the future. “We wanted to continue making annual gifts to The Salvation Army. Yet at the same time, I was concerned about sacrificing our children's inheritance,” said Kathy. They could achieve their personal and charitable goals through a charitable lead trust. The trust would pay income to The Salvation Army for a number of years. Then the full trust value, plus any growth, would go to their children. The plan would allow them to pass on substantial wealth to their family at little or no gift tax at all in addition to helping The Salvation Army further its work. When you give, A family unwraps joy.