Charitable Remainder Trusts
Registration and cocktails
5:00pm – 5:15pm
Dinner
5:15pm – 6:00pm
Program
6:00pm – 7:00pm
RESERVATIONS
by Friday, November 14th
You will be sent a return email confirmation.
About the Program
Charitable Remainder Trusts are an under utilized tool. We will review the power of the CRT for bypassing taxes, increasing income, and making a charitable gift. The tax savings and increased earnings can overcome a clients lack of charitable intent. Recent changes and uses of the rules of CRTs will also be discussed as well as some case studies.
About the Speaker
Kit Mac Nee has established herself as a trusted advisor in estate planning and financial management currently with the Envision Legacy Group with Morgan Stanley. Since 2013, Kit Has been an advisor at Morgan Stanley, where she has championed best practices, led educational presentations in estate and financial planning, and fostered collaboration among industry leaders.
Her commitment to financial services began with her tenure at Merrill Lynch immediately after receiving her undergraduate degree from the University of Minnesota Carlson School of management and then began again from 2005 to 2014. Earlier in her career, she served as the Director of Gift Planning with what is now the Inland Empire Community Foundation from 1999 to 2005. These experiences have cemented her reputation as a dynamic leader in financial planning and legacy planning.
Kit holds a Bachelor of Science degree in business, finance and management. She has also achieved numerous professional credentials including CERTIFIED FINANCIAL PLANNINGTM , Accredited Estate Planner®, Certified Exit Planning Advisor®, Certified Specialist in Planned Giving ®, among others.
In addition to her professional achievements, Kit is deeply committed to community engagement by serving as the 2024 Past President of the National Association of Estate Planners and Councils, serves on the board of St. Barnabas Senior Services, Engaging Ugandans, and The Plato Society of Los Angeles.
In 2025 Kit received recognition by Marquis Who’s Who and the Inner Circle Continental Who’s Who.
Thank you to our Meeting Sponsor
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