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Product ID: 401269TMX
 
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Charitable Remainder Trust Fundamentals

Audio Files and PDF File Come on Flash Drive
Copyright 2018
Audio & Reference Manual$199.00Add to Cart Add to Cart


Gain an understanding of how to implement charitable remainder trusts for your clients.Charitable remainder trusts are unique tools that allow clients to attain significant income and estate tax advantages while satisfying charitable intent. It is often possible to make a significant charitable bequest while receiving substantial income tax and estate tax advantages. In a time when estate tax planning has become a lesser priority for most clients, a charitable remainder trust can be an effective mechanism for dealing with low basis and low income assets. This topic will enable you to understand the nuances of designing a charitable remainder trust that is effective in the specific situation of the client.

Authors

William R. Hayes, Hayes & Wilson, PLLC

Self Study Credit - Audio & Reference Manual

Sponsored by Lorman Education

CLE1.5AK, AZ, CA, CT, GA, HI, IL, ME, MT, NM, NV, NY, UT, VT, WA
CLE1.8MO, NJ, WV

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