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.

Objectives:

  • Define and describe the characteristics of split-interest charitable trusts
  • Explain the tax considerations for exempt and nonexempt charitable trusts

Audience:  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.

ABA Certifications: 1.0 CSOP, CTFA

The New York Bankers Association is a Local ABA Training Provider.

Questions:
NYBA Professional Development at (212) 297-1679 or education@nyba.com.
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Member $175
Non-Member $225


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To license this course for multiple learners, contact NYBA Professional Development.