Fran M. DeMaris
Executive Vice President
CANNON FINANCIAL INSTITUTE
Athens, Georgia
This session will explore several charitable giving options and the
strategies, benefits, issues and potential tax implications that can be
associated with these vehicles. We will also discuss the concept of
using split interest trusts and their benefits. Also, plan to learn
more about how the following trusts work:
Charitable Lead Trusts and Charitable Remainder Trusts
Wealth Replacement Trusts using Irrevocable Insurance Trusts
