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Charitable Trusts and the Prospective Donor

11.03.2023

Presenting for the Charitable Gift Planners of Nebraska, tax and legal professionals from Koley Jessen and HBE discussed strategies and techniques they have applied when working with clients to achieve tax objectives. Nick O'Brien, alongside Krystal Seibrandt and Chad Pfeiffer, provided insights into the pitfalls of charitable planning, maximizing tax benefits of charitable gifts, and the advice that advisors could offer to clients looking to make substantial charitable gifts.

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