Estate Planning for Charitable Giving
ABA SELF-PACED ONLINE TRAINING
Describes proven charitable techniques to accomplish estate and financial planning objectives and the characteristics and tax advantages of charitable remainder trusts, charitable lead trusts, and pooled income funds. Explains how to apply for exemption status and filing and reporting requirements.
- Define and describe the characteristics of split-interest charitable trusts
- Explain the tax considerations for exempt and nonexempt charitable trusts
Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.
1.0 CSOP, CTFA
The New York Bankers Association is a Local ABA Training Provider.
NYBA Professional Development at (212) 297-1679