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November 22 Baptist Hospital “Rock n’ Royalty” Ball at the Doral Golf Resort & Spa. For more informa- tion, call Lori Elsbree at 786-596-8954.

December 6

Mariners Hospital Gordon Present 5K Walk/Run for Wellness. For more information, call Jamie Niedbalski at 305-434-1026.

January 15

Baptist Hospital Donor Appreciation Dinner at the Ritz- Carlton, Coconut Grove — by invitation only. For more infor- mation, call Lori Elsbree at 786-596-8954.

January 31

Mariners Hospital Bougainvillea Ball at the Cheeca Lodge & Spa, Islamorada. For more information, call Wendy Gentes at 305-434-1665.

March 14

The 49th Annual South Miami Hospital Mercury Ball at the Legends Ballroom at the Doral Golf Resort & Spa. For more information, call Sheila Banks at 786-596-8953.

April 18

Baptist Children’s Hospital family event, “Once Upon a Time” at the Metro Zoo. For more information, call Lori Elsbree at 786-596-8954.

May 8

Baptist Outpatient Services Interactive Dinner at the Ritz- Carlton, Coconut Grove. For more information, call Sheila Banks at 786-596-8953.

Revisiting the Estate Plan ...30 Years Later

Continued from page 3

3. Uncertainty in estate tax rates and rules and economic markets is causing a growing number of couples to utilize more testamentary transfers in their estate planning.

The early part of this article addresses some of those opportunities.

4. Real property assets are generally not enjoying good times at the moment. If the answer to moving real estate in the current market is to discount the property, consider seeking tax relief in the process with an installment bargain sale to a qualified charity.

  • The bonus with this sort of planning is that the charity is not going to terminate the installment arrangement early and accelerate the seller’s taxa- tion. Such undesirable results are almost assumed in an individual installment arrangement in which the buyer either refinances later or resells the property.

To be “lucky” in retirement, clients need to create multiple sources that they can tap as needed through their retirement years.

Let us know if we can help. We are happy to assist in preparing gift-planning techniques and/or illustrations. Contact Christopher Kraus, vice president and gift planning officer, Baptist Health Foundation, by e-mail at plannedgifts@baptisthealth.net, or call 786-596-6776. We look forward to bringing you the best and brightest in charitable gift-planning strategies.

43rd Annual Heckerling Institute on Estate Planning

January 12-16, 2009

Sponsored by the University of Miami School of Law

Orlando World Center Marriott Orlando, Florida

For additional information: 305-284-4762 www.law.miami.edu/heckerling


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