Charitable Trusts (On-Demand)

Course Description

There are several options for charitable giving through trusts. In this one-hour webinar, you will learn about each one individually with specific examples. Mr. DePinto will also discuss limitations, what is tax deductible, and tax exempt.

Syllabus

1. Charitable Deductions
2. Charitable Giving Under Wills
3. Conservation Easements
4. Charitable Gifts
5. Charitable Remainder Trust (“CRT”)
6. Types of CRTs
7. CRUT Application
8. Charitable Lead Trusts (“CLATS”)
9. CLAT v. CRT
10. Types of CLATS
11. CRTs & Tax Reduction
12. Capital Gains Tax
13. Gift Tax
14. Private Foundations

Instructor

David DePinto, Esq.