Charles Slamar

– The Confident Retirement Podcast with Kris Flammang Episode 018: Charles Slamar

Charles Slamar is a founding member of the Chicago Council on Planned Giving and a two-time past president for the association. Charlie was honored to receive its Russell V. Kohr Memorial Award for excellence in planned giving.

Charlie brings a wealth of knowledge and experience to those he works with on a daily basis. He is driven by his passion for his faith, his family, and his friends – a passion that has inspired his more than three decades of professional service.

At Thompson & Associates, he enjoys helping individuals and families plan to pass their estate assets pursuant to their objectives with the company’s signature values-based approach. Charlie is an avid sports fan. Therefore, it is not unusual for Charlie to relate complex tax and estate planning concepts using easy-to-understand sports analogies and metaphors.

With the collaboration of fellow Thompson & Associates’ colleagues, Charlie was instrumental in the formation of the nonprofit educational entity, the Charitable Estate Planning Institute. The Institute was formed as a means for estate planning professionals from across the country to gather annually to discuss advanced topics specifically geared towards estate planning. Charlie also served as the Dean during its formative years.

In addition to his other philanthropic activities, Charlie is a past officer and director of The Chicago High School for the Arts, the city’s only public school offering college-preparatory and pre-professional arts training, and was instrumental in its founding.

As an attorney, Charlie also has his own private practice advising individuals on tax and estate planning; charitable organizations on governance, gift planning, and litigation; and corporate fiduciaries on tax exemption.

Charlie and his wife, Gail, live outside of Chicago, Illinois. They have been married for over 40 years, have an adult daughter, and are active in their church. In his free time, Charlie enjoys reading, running, watching movies, and the Chicago White Sox.

Listen to this dynamic The Confident Retirement Podcast episode with Charles Slamar talks about how to have an estate plan that can help the people that are important to you change their perspective in life. Moreover, he also shared how can a non-wealthy person be a philanthropist and make an impact on its community. 

Here is what to expect on this week’s show:

-Why did Charles Slamar say that he is a perfect example of John Lennon's line, life is what happens to you while you're making other plans?

-Keeping the discussions and decisions with values

-Difference between being a trusted advisor and an expert

-Misconception about charitable giving

-His success story with a gentleman who was selling a company

-How to prevent frustrations and fighting when dealing with life events?

-The story behind Chicago High School for the Arts

-A real deep dive into how does charitable giving fits within the overall estate plan

-A book called Message from the Masters

-Who needs an estate plan?

Connect with Charles:

Guest Contact Info: 312.419.0266

Website: https://ceplan.com/

E-mail: [email protected]

LinkedIn: https://www.linkedin.com/in/charlieslamar/

Connect with Kris

Website: https://www.lpfadvisors.com/

LinkedIn: https://www.linkedin.com/in/kristopher-flammang-lpfadv/

Twitter: @kflammang

Highlights:

[21:38-21:47]

“But as Warren Buffett said, you know, a secret to good estate plan is to enable your children to do whatever they want, but not so much that they won't do anything nothing.”

[27:46-27:51]

“I console myself with the fact, it's far better to live in mankind than this live in a name.”

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