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Book Title: Charitable Trusts, Third Edition  
Authors: L. William Schidt Jr., Esq., Jessica Diaz, Esq., Chelsea L. May, Esq., Elizabeth T. Meck, Esq.
Publisher: CBA-CLE (CLE in Colorado, Inc.)        
Publication Date: April 2021  
ISBN-13:  978-1-949831-22-1
Page Count: 504 pages  
Product Dimensions: 7.5 x 11-inch
 
About the Book:
Charitable Trusts is an invaluable resource for practitioners advising clients looking to help clients find creative ways to include charitable giving in their estate plans. This book includes:
 
- Extensive coverage of charitable remainder trusts and charitable lead trusts
- An array of helpful forms
- Sample trust documents
- Private Letter Rulings
- Practical resources
 
Table of Contents
Charitable Trusts, Third Edition
 
 

Chapter 1 An Overview of Charitable Trusts 

 

Chapter 2 Typical Cases for a Charitable Remainder Trust 

 

Chapter 3 Types of Charitable Remainder Trusts 

 

Chapter 4 Tax Aspects of Charitable Remainder Trusts 

 

Chapter 5 Trustee of the Charitable Remainder Trust 

 

Chapter 6 Drafting a Charitable Remainder Trust 

 

Chapter 7 Traps for the Unwary: Charitable Remainder Trusts 

 

Chapter 8 Suitable Assets for a Charitable Remainder Trust 

 

Chapter 9 Early Termination of the Charitable Remainder Trust with Division of Assets to Donor and Charity 

 

Chapter 10 Additional Options for Early Termination of the Charitable Remainder Trust 

 

Chapter 11 Typical Cases for a Charitable Lead Trust 

 

Chapter 12 Types of Charitable Lead Trusts 

 

Chapter 13 Grantor Charitable Lead Trusts 

 

Chapter 14 Tax Aspects of Charitable Lead Trusts 

 

Chapter 15 Trustee of the Charitable Lead Trust 

 

Chapter 16 Drafting a Charitable Lead Trust 

 

Chapter 17 Traps for the Unwary: Charitable Lead Trusts 

 

Chapter 18 Suitable Assets for a Charitable Lead Trust 

 

Chapter 19 Creative Charitable Lead Trust Planning 

 

  

 

Appendices 

 

Subject Index 

       
           
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Table of Contents
Charitable Trusts, Third Edition
 
 

Chapter 1 An Overview of Charitable Trusts 

 

Chapter 2 Typical Cases for a Charitable Remainder Trust 

 

Chapter 3 Types of Charitable Remainder Trusts 

 

Chapter 4 Tax Aspects of Charitable Remainder Trusts 

 

Chapter 5 Trustee of the Charitable Remainder Trust 

 

Chapter 6 Drafting a Charitable Remainder Trust 

 

Chapter 7 Traps for the Unwary: Charitable Remainder Trusts 

 

Chapter 8 Suitable Assets for a Charitable Remainder Trust 

 

Chapter 9 Early Termination of the Charitable Remainder Trust with Division of Assets to Donor and Charity 

 

Chapter 10 Additional Options for Early Termination of the Charitable Remainder Trust 

 

Chapter 11 Typical Cases for a Charitable Lead Trust 

 

Chapter 12 Types of Charitable Lead Trusts 

 

Chapter 13 Grantor Charitable Lead Trusts 

 

Chapter 14 Tax Aspects of Charitable Lead Trusts 

 

Chapter 15 Trustee of the Charitable Lead Trust 

 

Chapter 16 Drafting a Charitable Lead Trust 

 

Chapter 17 Traps for the Unwary: Charitable Lead Trusts 

 

Chapter 18 Suitable Assets for a Charitable Lead Trust 

 

Chapter 19 Creative Charitable Lead Trust Planning 

 

  

 

Appendices 

 

Subject Index 

       
           
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