Charitable Transfer Strategies Using Charitable Transfers to Manage Concentrated Stock Positions—Part I: Charitable Gifts to the Rescue
Author: S. Timothy Kochis, J.D., M.B.A., C.F.P..
Source: Volume 05, Number 02, January/February 2006 , pp.4-6(3)
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Abstract:
A common view of many estate planners and financial advisers is that virtually all concentrated stock positions are problems to be cured and that charitable transfers of the stock are a universally effective remedy. In fact, charitable transfers occupy only a limited portion of the “middle ground” of available strategies that can range from a straightforward, outright sale at the very simple end to elaborate hedging strategies deploying an array of derivative securities at the other extreme of complexity.Keywords:
Affiliations:
1: Kochis Fitz Wealth Management.