CRT and Charitable Planning Continuing Education
Programs
Workshop - some programs provide up to 15 CPE or CE, also PACE/CLU, CTFA
credits are available for accountants, financial planners, insurance
producers and trust officers. For further information or scheduling,
contact Vaughn Henry at 800.879.2098.
Charitable Trust Continuing Education Workshop
Workshop topics include CRT design and implementation, new tax laws
affecting estate & gift planning, computer software and establishing family
influenced philanthropy. Practical applications will be stressed and tools
provided to explain to clients how and why they should preserve their
social capital. Besides benefiting advisors who have clients with
demonstrated charitable intent, there will be materials presented to help
motivate the reluctant or latent philanthropist. Learn about ways to
maximize family wealth and influence for entrepreneurs, family business
owners and clients involved in pending transactions. Not for profit
development officers and fund-raisers may also find the program helpful as
they establish planning partnerships and strategic alliances to assist
their donors be tax-efficient with planned gifts.
Name _______________________________ Firm ____________________
Address ____________________________ City/State/Zip ______________
Telephone (___ __________) Fax (___ ___________ ) e-mail _____________
SSN or license __________________ Attorney__ CPA__ CFP__ Ins. Prod. __
CTFA __
Other Associates Attending __________________________________
The program will cover:
How to convey options to maximize family wealth
Developing enlightened self-interest with your clients
Why even non-charitably inclined clients should look at §664 and §170
Trusts
Creating strategic alliances with communities, clients and charities
Financial planning tools for clients interested in controlling social
capital
How to conserve the $10 -140 trillion due to change generational hands
Why the changing political and economic climate will make developing
community resources more important for your clients
Integrating charitable remainder and lead trusts, ILITs or Dynasty
Trusts and family foundations into your estate planning activities
Developing a family financial philosophy
Tools to gather and reposition assets and how to maintain control,
influence and relationships for several generations
Redirecting tax deferred and qualified retirement plans so I.R.D. and
estate taxes do not dissipate the influences of family wealth
Recognizing planning opportunities during client transactions
Software options and presentation materials for deferred giving
clients
Avoiding malpractice traps
Investment concerns in the CRT after TRA '97
Seminar Presentations
Educational Program Outline for Charitable Remainder Trust Continuing
Education
I. Family Wealth Preservation and Motivation
II. The Magnitude of the Charitable Marketplace
_A. The History of Charitable Giving in the United States
_B. The Size of the Market
_C. Benefits of Charitable Remainder Trusts
_D. Why Charitable Gifts
_F. Charitable Gifts and Income Taxes
_G. Charitable Gifts and Gift Taxes
_H. Charitable Gifts and Estate Taxes
III. The Charitable Trust
_A. The Charitable Trust Defined
_B. Charitable Remainder Trusts - Basic Types
_C. Charitable Remainder Annuity Trusts
_D. Charitable Remainder Unitrusts
...... 1) Standard unitrust
...... 2) Net income unitrust
...... 3) Net income with makeup unitrust
_E. Examples of Each Type of Charitable Remainder Trust
_F. Tax Accounting for Charitable Remainder Trust
...... 1) Income tax deduction
...... 2) Gift tax deduction
...... 3) Estate tax deduction
...... 4) Income tax exemption of trust
...... 5) Capital gains tax exemption
...... 6) Generation skipping tax
...... 7) Income tax reporting
_G. Suitable Assets for Gifting
...... 1) Securities
...... 2) Real estate
...... 3) Closely held stock
...... 4) Retirement plan benefits
...... 5) Hard to value assets
_H. Funding the Charitable Remainder Trust
...... 1) Investment philosophy
...... 2) Investment options
_I. Charitable Remainder Trust Income Beneficiaries
...... 1) Sole and spousal beneficiaries
...... 2) Non-spousal beneficiaries
_J. Charitable Remainder Beneficiaries
...... 1) Public charities
...... 2) Community foundations
...... 3) Private foundations
_K. Wealth Replacement Trusts
IV. Charitable Trust Case Studies
Our Sites
Home
Workshop
Strategic Alliances
Between Nonprofit and For-Profit Planners
Disinherit the
IRS
Vaughn W. Henry
Henry & Associates
Gift and Estate Planning Services
22 Hyde Park
Springfield, IL 62703 USA
Phone: (217) 529-1958 Fax: (217) 529-1959
E-mail: VWHenry@aol.com
CONTACT US FOR
A FREE
PRELIMINARY CASE STUDY
FOR YOUR OWN CRT SCENARIO or try your own at
Donor
Direct
Thanks!