December 10, 2015
National Business Institute (NBI)
Irvine
Speaking on topics, including:
Charitable Trusts
- Charitable Lead Trusts vs. Charitable Remainder Trusts
- Common CRT Structures (Stan CRUT, NIMCRUT, NICRUT, Flip CRUT, Flex CRUT, CRAT, etc.)
- Drafting Key CRT Provisions
- Tax Planning with Charitable Trusts
Living vs. Testamentary Trusts
- When are Testamentary Trusts Used?
- Living vs. Testamentary Trusts for Tax Purposes
- Unique Funding and Administration Issues
- Key Provisions Review