Webinar Registration

Understanding Charitable Remainder Trusts

Boost Your Client's Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Wednesday, March, 24

02:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Steve Mancini, Esq.

Partner The Founders Group

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

Name

First Name

Last Name

Email Address

Who invited you?

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

What You'll Learn

No content added

Webinar Description

Charitable Remainder Trusts, a.k.a. CRT’s, are just one of many estate tax reduction strategies available for clients to consider, but they are often one of the most talked about – and seldom mis-understood. Join estate planning attorney Steve Mancini for this educational and insightful conversation about the background of CRT’s as well as the most frequently asked questions, including but not limited to:

• Who can set up a charitable remainder trust (CRT)?
• What benefits does it provide the family?
• What types of assets can be used to fund the CRT?
• Can the children be an income beneficiary?
• Is there a minimum contribution to the CRT?
• Can you change the charity(s)?

*CE Eligible: One CE credit will be submitted to the CFP Board on behalf of attendees. Complete certificates are also provided to attendees for self- reporting for those with American College designations (CLU, CHFC and RICP) and NAPFA members.

*CPE Eligible: Participants will earn 1 CPE credit and will receive a completion certificate for self-reporting their credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.