General Credit Hours:1
CDs/DVDs may not ship until 4-6 weeks after the original program date below
Join us as we tell Jill's story of a Charitable Remainder Trust gone wrong. This course will walk the listener through the drafting of a Charitable Remainder Trust -- focusing on the inclusion and / or omission of various "terms of art." The course will also examine landmines waiting for the unsuspecting draftsperson of a Charitable Remainder Trust. Finally, the course will provide the listener with a list of "must dos" when administering a Charitable Remainder Trust.
September 21, 2022
60 minutes
Charitable Trust Planning Gone Wrong
Gregory W. Baker, Indianapolis; Carla A. DeLoach, Orlando
Course Number: 5145
Credit Hours:
General Credit Hours:1
Wills, Trusts, and Estates Credit Hours:1