Estate planning: Donating through a will or trust
Leaving money to the American Veterinary Medical Foundation (AVMF) from your will or trust is a way to have a lasting impact on the veterinary profession nationwide. In this brief webinar, you’ll learn basic information about estate planning and how you can donate to the AVMF via a gift from your will or trust.
This webinar was developed in partnership with the American Veterinary Medical Foundation.
Jeff Conrad is a licensed CPA and attorney with more than 20 years of experience. As a partner at FGMK Tax Practice in Chicago, he focuses on providing tax planning solutions to closely held business owners, including business and ownership succession planning. He also has extensive experience providing tax and succession/estate planning advice to high-net-worth family groups and family office clients, advising them regarding individual taxation, federal and state estate tax planning, generation-skipping transfer tax planning, trust structuring and administration, family limited partnership, and philanthropic planning.
Prior to joining FGMK in 2018, he was a tax partner at BKD in Chicago where he worked with the firm’s business succession planning practice and family office practice. Conrad started his career at Crowe and then went on to work at KPMG, including a rotation in their national tax office, where he specialized in personal financial planning.