Webinar

Revising and Expanding Charitable Planning Techniques

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 leighanne.conroy@acpen.com.

Objectives

To provide practitioners with an understanding and familiarity with charitable giving concepts

Highlights

Charitable giving using life insurance
Charitable remainder trusts (CRATS and CRUTS)
Charitable lead trusts
Present value analysis
Proper use of life insurance trusts

Additional Information

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Vendor

ACPEN

Advanced Preparation

None

Credits

2.00 Taxes

Prerequisite

Basic understanding of estate planning

Course Number

192283070

Level of Knowledge

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