transcript   Transcript

Estate Planning: Choosing Wisely Among Charitable Remainder Trusts

Recorded on: Sep. 13, 2017
Running Time: 01:01:23

Full Transcript:

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Taken from the Web Program 48th Annual Estate Planning Institute recorded September 2017 in New York.

Estate Planning: Choosing Wisely Among Charitable Remainder Trusts [01:01:23]
  • Income tax savings NOW for Clients’ Deathtime Gifts
  • Trust selection, the tax rules and drafting techniques
  • Contributing life interests in existing CRTs
  • Early termination and division of assets between the parties - Maximizing benefits and avoiding the IRS’s wrath
  • Avoiding pitfalls and patching up the other fellow’s shortfalls
  • Natch. Latest developments

Conrad Teitell

The purchase price of this segment includes the following article from the Course Handbook available online:

  • Choosing Wisely Among Charitable Remainder Trusts (March 8, 2017)
    Conrad Teitell
Conrad Teitell ~ Cummings & Lockwood LLC
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