Join nationally renowned estate planning attorney Alan Gassman, Esq. when he covers both simple and complicated Charitable Remainder Annuity Trusts ("CRATs") and Charitable Remainder Unitrusts ("CRUTs"), as well as Flip NIMCRUTs, which can be used very effectively for income tax planning purposes. Additionally, Alan will discuss how CLATs and CRUTs can be formed and used under S corporations, Dynasty Trusts, and other effective applications.
• Discuss the differences between CRATs and CRUTs and when each type of trust may be preferable based on client objectives and circumstances.
• Explain how Charitable Lead Annuity Trusts (CLATs) and Charitable Remainder Unitrusts (CRUTs) can be formed and utilized within S corporations.
• Explore how these charitable planning techniques can be integrated into Dynasty Trust structures to achieve long-term wealth preservation goals.
• Present case studies and real-life examples illustrating the use of CRATs, CRUTs, Flip NIMCRUTs, CLATs, and CRUTs in various planning scenarios.
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CE/CPE Eligible: 1 CE credit is available to members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1 CPE 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.