How Could the Elimination of the Federal Estate Tax Impact Charitable Gift Planning?

President-elect Donald Trump campaigned on the promise of eliminating the federal estate tax for all taxpayers.  Under current law, less than ½ of 1% of decedents have estates subject to the federal estate tax.  How could the total elimination of the federal estate tax impact overall charitable gift planning by the wealthiest US taxpayers and their families?

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Speaker:
Laura Hansen Dean,
AVP Gift Planning and Principal Gifts
UT Galveston

Laura Hansen Dean, Attorney at Law (Indiana and Texas), joined UTMB in July 2016 serving as Associate Vice President, Gift Planning and Principal Gifts, in the Office of Development.

She served as the Assistant Vice President for Gift Planning and Leadership Giving for the University of Colorado System from 2014 to 2016.  From 2007 to 2014 she served as the Executive Director of Gift Planning at The University of Texas at Austin during its $3.115 billion campaign. She is recognized as one of the most experienced and knowledgeable charitable gift planners in the country.  For over thirty years she has assisted individuals and their advisors in considering and designing charitable giving plans as part of personal financial planning and estate planning.

She has worked with business owners, corporate executives, employees, entrepreneurs, families with inherited wealth, family owned businesses, professional practices, and individuals of modest means to individuals listed on the Forbes list of wealthiest Americans.  The resulting charitable gifts have ranged from thousands of dollars to hundreds of millions of dollars.  Having worked in most parts of the country, she is equally comfortable at a kitchen table as at a corporate boardroom.

A magna cum laude graduate of Indiana University School of Law, she has led gift-planning teams at public universities, community foundations, and academic centers on philanthropy, has served as Chief Executive Officer of publicly-supported foundations, and as consultant for multi-year grants funded by some of the country’s largest private foundations.

She has served the charitable gift planning field in leadership positions with local planned giving councils and estate planning councils, and on the board of directors (1991-1993) and committees of the National Committee on Planned Giving, now the Partnership for Philanthropic Planning (“PPP”).  She served on the board of directors of PPP (2012-2014) as the 2013 and 2014 Secretary of the board.  She served on the editorial review committee of the Journal of Gift Planning during the years it was published.  She is a frequent speaker and teacher and contributor to publications on philanthropy.

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