Giving a portion of an asset can be a beneficial strategy for givers.
Considerations such as debt ratio and cash availability should be taken into account when deciding between cash and asset giving.
About Jeff
Jeff Waldron serves as a Gift Planning Attorney with The National Christian Foundation (NCF) where he assists individuals and families to achieve their charitable goals through the gifting of complex assets. Prior to joining NCF, Jeff was a partner in a large Minneapolis law firm. In private practice, Jeff served closely held companies and their owners in the areas of business planning, mergers and acquisitions, commercial transactions, succession planning, tax planning, and wealth preservation. Jeff obtained his law degree from Drake University Law School and an LL.M. in Taxation from New York University School of Law.
Create your
podcast in
minutes
It is Free