Revising and Expanding Charitable Planning Techniques
Wednesday, August 14, 2019
Charitable giving in financial and estate planning can be complex in nature. This course provides participants with an understanding of, and familiarity with, charitable giving concepts. In addition, the course looks at a number of advanced planning strategies in the area of charitable planning.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to email@example.com.
Charitable remainder trusts (CRATS and CRUTS)
Charitable lead trusts
Present value analysis
Proper use of life insurance trusts