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Description
: Charitable Remainder Trusts (CRTs) are powerful tools for estate planning, providing donors with tax benefits and income while supporting charitable causes. This session explores the fundamentals and advanced strategies of CRTs, offering participants a comprehensive understanding of their application and benefits.
Learning Objectives
Learning Objectives:
1. Understand the different types of CRTs and their benefits for donors and charities.
2. Develop strategies for funding CRTs with various non-cash assets.
3. Apply best practices from case studies to improve the acceptance and administration of CRTs in estate planning.