Estate Planning for Charitable Giving
Course Number: ABA
Course Code: ABA
Describes proven charitable techniques to accomplish estate and financial planning objectives and the characteristics and tax advantages of charitable remainder trusts, charitable lead trusts, and pooled income funds. Explains how to apply for exemption status and filing and reporting requirements.
Updated: April 2019
Re-versioned: June 2016
What You’ll Learn
After completing this course, students will be able to:
-Define and describe the characteristics of split-interest charitable trusts
-Explain the tax considerations for exempt and nonexempt charitable trusts
Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.