The Mathematics of Charitable Planning

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Wyoming CLE
Accreditation Info

United Institute for Continuing Legal Education is a provider of accredited CLE courses throughout the country. To view our full accreditation details please .

All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Giving funds to charities helps people, communities and causes, and also helps the giver, saving tax dollars and providing recognition and security. Making charitable giving a part of a client’s plan can be a useful tool for tax, estate and charitable planners.

The most popular techniques for tax and charitable benefits include:

  • Charitable Remainder Trusts
  • Charitable Lead Annuity Trusts
  • Qualified Charitable Dispositions of IRAs
  • Transfer of Remainder Interests

This informative CLE course will review these techniques and explain how planners and their clients can benefit from understanding how these techniques work, calculating their benefits and exploring how they may impact planning.

The course will present illustrations of Charitable Remainder Uni-trusts and Charitable Remainder Annuity Trust, an illustration of Remainder Interest Gifting, an illustration of Flip NIMCRUTs for effective income tax deferral and illustrations of testamentary charitable dispositions and Charitable Lead Annuity Trusts to eliminate estate taxes and provide estate tax free benefits to family members.

Participants will also be gifted with a 30-day free subscription to EstateView software, to enable them to practice these techniques so as to improve their skills and ability to offer client illustrations.

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