What You'll Learn
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…
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.