Description

Charitable trusts can be a great tool for the right clients, but it’s important to keep in mind they are just one of many estate tax reduction strategies. Chuck will share the profile of an appropriate CRT candidate and how to determine whether they should keep, exchange, sell, or gift the asset based on their unique situation and goals. Using a couple of case studies, Chuck will share the benefits of using a CRUT for upside income potential as well as creating a CRT for partial gifting with some cash out. Walk away with a better understanding of how to help your clients determine which type of charitable trust to establish as well as how to choose the charity and the right type of trustee.

Product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Chuck McLucas