The Best Financial Planning Vehicle: The CRT? The PIF? Both?

In light of this new paradigm, what tools are out there to help the practitioners do financial planning, where not only estate taxes and wealth transfer planning are considerations, but also income taxes?

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Mr. Kallina is a co-founder and member of the Board of Directors of the Planned Giving Design Center (, a former member of the Board of Directors of the National Committee on Planned Giving ("NCPG"), former Chairman (5 years) of the Government Relations Committee of the NCPG, a co-founder of the Chesapeake Planned Giving Council, Chairman of the Board and President of The James Foundation, a member of the Board of Directors of Search Ministries, Inc., a member of the Board of Directors of the Smith Barney Charitable Trust, and a member of the boards of trustees or directors of a number of other non-profits. He is frequently an expert witness on estate planning and charitable matters.

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