Charitable Remainder and Charitable Lead Trusts (from Annual Advanced Estate Planning 2017) (Online Seminar)

MCLE Credits: 1.5
Ethics Credits Included: 0.0

MCLE Credit: 1.5 (Ethics: 0.0)
Live-Interactive Credit: 0.0
Price: $110 (Includes a downloadable audio version.)
Viewable Through: 5/31/2020

Information

A pre-recorded streaming VIDEO replay of one session from the May 2017 live seminar, The Douglas W. Conner 38th Annual Advanced Estate Planning and Administration Seminar.


Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association

Charitable remainder and lead trusts offer significant income and transfer tax benefits, while enabling a donor to achieve philanthropic and personal objectives. Tax law changes, the low interest rate environment, and other factors make these trusts particularly attractive for charitably motivated clients. Effective use of CRTs and CLTs requires an understanding of the applicable tax laws and the planning opportunities and careful attention to drafting and administration to comply with the technical tax rules. This presentation addresses the tax rules that apply to CRTs and CLTs as well as the creative planning opportunities.

 



Schedule

Faculty

FACULTY

Michele A. W. McKinnon, McGuireWoods LLP / Richmond

Locations, Dates and Fees

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