Understanding Charitable Trusts

July 2017
Understanding Charitable Trusts
Learning Objectives:
- Examine the tax and philanthropic uses of charitable remainder trusts and charitable lead trusts.
- Analyze actual case results and uncover client profiles that benefit from these strategies.
- Discuss drafting, funding, and implementing these valuable trusts utilizing sample forms.
*Webcast participants: You must register by June 26, 2017 in order to receive the book “Charitable Trusts, 2nd Edition” in print before the start of class.

8:30 am  
Registration and Continental Breakfast
9:00 am
9:10 – 9:30 am                     
Overview of Charitable Trusts
An overview of the benefits and types of charitable trusts. Review of the income tax consequences of charitable remainder trusts and charitable lead trusts.  
Presented by L. William Schmidt, Jr., Esq.
9:30 – 10:30 am                   
Charitable Remainder Trusts
An overview of the requirements for qualification of a charitable remainder trust. This will include a discussion of the gift and estate tax consequences, the acceptable terms of the trust, the step transaction doctrine as it applies to funding of the trust, and what constitutes an acceptable asset to use in implementing these trusts. Strategies for early termination of an unsuccessful CRT will be presented, as an illustration of case histories.  
Presented by Anne Austin Zeckser, Esq.
10:30 – 11:00 am  
Charitable Lead Trusts
An overview of the requirements for qualification of a charitable lead trust. The difference between a grantor annuity CLT and a non-grantor CLT and the advantages and uses of each form of trust. Income, gift and estate tax differences will be evaluated, and an illustration of case histories will be presented.  
Presented by Chelsea L. May, Esq.
11:0 – 11:10 am                   
Networking Break
11:10 – 12:00 pm                   
Private Foundation Rules, Selected Tax Issues, Trustees, Model Trusts
This will be a comprehensive discussion of many issues relating to the qualification and continued operation of charitable trusts to prevent premature disqualification. An evaluation of the advantages and disadvantages of using IRS approved model forms will also be presented.  
Presented by Helen E. Rogers, Esq.  
12:00 pm                            
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
Registration Fees
Non Member $358.00
CBA Member $298.00
New Lawyer Edge Partner $149.00
CLE BASIC Pass Holder $79.00
  • General Credits: 3.00
  • Ethics Credits: 0.00
Start Date - End Date
July 20, 2017
Start Time - End Time
9:00 AM - 12:00 PM
Event Location
CLECI Large Classroom
PDF Brochure
Calendar Reminder


Sponsor Information

Class Materials: Charitable Trusts, 2nd Edition, by L. William Schmidt, Jr., Esq., Margot Summers Edwards, Esq., Chelsea L. May, Esq., and Anne Austin Zeckser, Esq.!