Attorney Jake Bruner Co-Presents “Turning Wealth Into Legacy: Advanced Charitable Giving Strategies” In Collaboration with Pinney Insurance
On May 7, 2026, Attorney Jake Bruner co-presented “Turning Wealth Into Legacy: Advanced Charitable Giving Strategies” via virtual webinar in collaboration with Pinney Insurance - a full service life insurance brokerage firm helping agents become 21st century producers. As part of this collaboration, Jake virtually addressed an audience of life insurance agents, financial professionals, and other members of the insurance industry from around the country.
In this presentation, Jake addressed best practices for structuring and implementing split-interest charitable trusts, including charitable remainder trusts (CRTs) and charitable lead trusts (CRTs), as well as their various subtypes (e.g., CRATs, CRUTs, NI-CRUTs, NIM-CRUTs, CLATs, CRUTs, etc.). In addition, Jake commented on the potential benefits of using charitable gift annuities (CGAs) and irrevocable life insurance trusts (ILITs) to create liquidity for charitably-inclined families, high net worth estates, pre-sale business owners, and other individuals with highly appreciated assets.
A recording of the webinar can be accessed here.
FutureProof Law, L.L.C. is a private wealth and estate planning virtual law firm focused on helping affluent Millennials, Bitcoiners, and forward-thinking families protect their privacy, portability, and sovereignty in the digital age. Founded in 2026 by Attorney Jake Bruner, FutureProof Law, L.L.C. prioritizes an underserved generation of worried clients building wealth and legacies in a modern world. Through the preparation of creative and compassionate, digitally-native estate plans, FutureProof Law, L.L.C. helps the next generation of clients in Colorado, Florida, Ohio, and Pennsylvania seize control of their lives and legacies on the cusp of the largest transfer of wealth in history. To begin planning your future, book your FutureProof Planning Session today or contact Jake Bruner directly by phone (303-962-0625) or email (jake@futureproof.law).
