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Charitable Trust Continuing Education Seminar – Vaughn Henry & Associates

Charitable Trust Continuing Education Seminar – Vaughn Henry & Associates

CRT and Charitable Planning Continuing Education Programs

VWH – 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


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Vaughn W. Henry

Henry & Associates


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