Understanding Charitable Remainder and Charitable Lead Trusts Out of Stock
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March 2010
Understanding Charitable Remainder and Charitable Lead Trusts
Understanding and Using Trusts: An Eight Program Series - Program Five
Program Highlights
*Overview
*Types of Charitable Remainder Trusts
*Types of Charitable Lead Trusts
*Trust Considerations:
-Payout
-Terms
-Uses and Language
*Tax Consequences
*How to Assign Income to Charity
*Funding and Investment Options
Presented by Bill Schmidt, Jr., Esq., Laura S. Hundley, Esq. and Anne Austin Zeckser, Esq.
Who Should Purchase This Product
- Trust and Estate Law Practitioners
- Trust and Estate Law Paralegals
- Trustees and Other Fiduciaries
- Anyone Who Needs to Understand and Use Trusts!
Program Description
CBA-CLE and the CBA Trust and Estate Section are proud to present this informative, practical series of CLE programs on understanding and using trusts in your practice. This series consists of eight programs, each dedicated to a key area of trust law.
The expert members of the faculty will explain the purposes, mechanisms and key clauses included in a wide variety of trusts typical for a Colorado trust and estate practice. They will also explain the client needs that each trust addresses and how each type of trust meets those needs. The faculty will also point out common errors that inexperienced practitioners sometimes make when working with these trusts. Other important issues that concern trusts, such as taxation, ethics, liability, and malpractice will also be covered.
The entire series of programs includes a total of 33 CLE credit hours of instruction, providing you with a detailed trusts education that goes a level deeper than ordinary CLE seminars!
From taxes, to funding, to the duties of the trust-maker, beneficiary, and trustee, you will get current guidance on the use of trusts in your practice.
Other Programs in this Series:
- Revocable Living Trusts: Design, Implementation and Other Issues (January 27)
- Taxation Issues Related to Trusts (February 4)
- Irrevocable Life Insurance Trusts (ILITs) - From the Ground Up (February 10)
- Counseling Trustees on Their Duties (February 24)
- Understanding Charitable Remainder and Charitable Lead Trusts (March 3)
- Counseling Clients on the Expanding Requirements of the Uniform Principal and Income Act and the Uniform Prudent Investor Act (March 24)
- Strategic Trusts for Elderly and Disabled Clients (April 7)
- Understanding and Using Specialized Trusts, Including GRATs, IDITs and More! (April 28)
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $95.00 USD
- Member Price $75.00 USD
- General Credits
- Ethics Credits
- EDI Credits