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10 Charitable Planning Ideas That Can Turn Any Client into a Philanthropist

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November 2016

Author: Patricia R. Beauregard

In this presentation, Patricia R. Beauregard, a trusts and estates attorney with Cummings & Lockwood, discusses 10 charitable planning ideas that can turn any client into a philanthropist.  Specifically, she focuses on charitable planning ideas for clients throughout their lifetime, at their death, and as a legacy that continues with their family for generations.  (18:44)