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NWC News Desk

September 9 seminar designed to help individuals disinherit the IRS

Posted August 26, 2009

POWELL, Wyo. - Individuals who don't plan their legacies carefully can end up bestowing unintentional charity on the government instead of the people and organizations important to them. A free two-hour seminar Wednesday, Sept. 9, will show how to disinherit the IRS through careful financial planning.

The last session of the Sept. 8-9 Northwest Wyoming Planned Giving Seminar is reserved for individuals who want to ensure their financial and estate outcomes plans match their goals. The session runs from 2-4 p.m. at the Park County Public Library in Cody (located in the Park County Complex on Stampede Ave.).

Donor intentions can be impacted in unforeseen ways by the changing economy and newly passed legislation. This seminar session is designed to put donors in the driver's seat with a clear understanding of the strategies and planning necessary to ensure gift intentions.

Admission is free, but advance registration is encouraged to ensure enough materials are prepared.

The three-part planned giving seminar is sponsored jointly by a group of six northwest Wyoming foundations with the intent of building awareness about new state and federal legislation in light of today's changing economy.

The Tuesday session, which starts at 7 p.m., is geared to nonprofit board members and staff. It covers fiduciary duties and legislative updates, with a special focus on the Uniform Prudent Management of Institutional Funds Act, a new statutory law enacted this year by the Wyoming Legislature.

The Wednesday morning session is dedicated to professional advisers. It meets from 8 a.m.-1:30 p.m. and includes lunch. Attorneys, accountants, financial consultants and other professionals will get a comprehensive look at new federal and state legislative developments related to charitable giving and how they apply to financial and estate planning.

The presenters are C. David Claus, a Jackson Hole attorney and author who's in frequent demand as a lecturer and adjunct professor; Gregory C. Dyekman, a Cheyenne attorney who specializes in tax and estate planning, real estate, commercial law and corporation law, among several areas of expertise; and Tracy R. Richardson, director of planned giving for the University of Wyoming Foundation in Laramie.

All three sessions are provided free of charge. Continuing Education Units can be earned by attorneys, accountants, insurance agents, financial planners and investment management consultants. Certificates of course completion will be available to all attendees.

The Northwest Wyoming Planned Giving Seminar is sponsored by the Cody Medical Foundation, Northwest College Foundation, Park County Library Foundation, Powell Medical Foundation, University of Wyoming Foundation and Wyoming Community Foundation.

For more information or to register, e-mail or call Sue Woods before Tuesday, Sept. 1, at (800) 498-3914 or (307) 754-6039.