Estate Planning for Charitable Giving

 

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ESTATE PLANNING FOR CHARITABLE GIVING
- ABA eLearning

Price: $160 members; $215 non-members     ENROLL NOW
Course Credits:  AIB: 0.25; ICB: 3.75 CTFA (TAX); CFP: 2.0
Prerequisites:  Basic knowledge of estate tax


Course Description:  Estate Planning for Charitable Giving provides participants with the knowledge needed to advise clients in the area of charitable giving and how it is used to provide additional liquidity for the estate and savings on potential estate taxes.
  Revised 2010

Learning Objectives:  After completing this course, students will be able to:
  •  Identify the advantages, features, and benefits of charitable trusts.
  • Explain the tax rules affecting charitable contributions
  • Advise clients when charitable gifts are appropriate and how such gifts should be made, in light of tax and non-tax considerations
  • Counsel clients regarding charitable planning opportunities
  • Distinguish between public charities and private foundations

Audience:  Trust officers who have already completed Building Trust Expertise Levels 1 and 2 and have two or more years experience working with trust clients managing more complex trusts, including tax law and investments.

For further information, please call 212-297-1679 or elegg@nyba.com.

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