818-784-8885 sshare@susanshare.com

December 10, 2015
National Business Institute (NBI)

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