Page 154 — The Advanced Estate Planning Market Page 156 — Introduction to Charitable Giving Page 158 — Approaching the Charitable Market Page 162 — The Role of Life Insurance in Charitable Giving Page 164 — Tax Treatment of Charitable Gifts Page 167 — Gifts of a Partial Interest Page 168 — Charitable Remainder Trusts Page 170 — Charitable Lead Trusts Page 172 — Pooled Income Trusts Page 173 — Wealth Replacement Trust Page 175 — Family Business Succession Planning Page 176 — The Need for Planning Page 177 — The Agent's Role Page 178 — Family Business Issues Page 179 — Succession Page 181 — Participation Page 184 — Compensation & Ownership Page 185 — Preserving Qualified Retirement Assets for Heirs Page 186 — The Stretch IRA Page 189 — Estate Planning Advantages of the Stretch Page 190 — Action Assignment VII
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