INSTANT DOWNLOAD: “Charitable Remainder Trusts”

Become a Capital Gains Tax “Hero”
for Your Clients Using the Misunderstood and Underutilized
Charitable Remainder Trust!

If you mentioned the words “Charitable Remainder Trust”, your clients might immediately turn the concept down the moment they hear “charitable” or “charity”.  However, if you asked your clients if they wanted to save on Capital Gains taxes, you will always be met with an emphatic “YES!” as a response.  This is one of the reasons why some refer to CRTs as “Capital Gains Bypass Trusts”.  Much more powerful and effective, right?

But CRTs have been around for a while, but they’re often misunderstood and, as a result, overlooked and underutilized as a planning strategy for many of your clients who could benefit greatly from its tax savings benefits.  This is why we have brought in one of the nation’s leading experts and brilliant tax and estate planning attorneys, Bruce Givner, J.D., LL.M. (Tax) to put together a very important presentation on this topic entitled, “Charitable Remainder Trusts: Misunderstood and Underused”.

During this 65-minute presentation, you will learn:

• What assets are best used with and most suitable for Charitable Remainder Trusts
• The 3 BIG tax benefits that CRTs have to offer

• How to overcome potential objections that clients may have about CRTs, including the potential loss to their beneficiaries
• How to guard against premature death

• Multi-Generation Charitable Remainder Trusts
• The proof is in the numbers – – a look at some case studies, including a look at the numbers, discount rates and potential savings

• And much more, plus you will also receive a CRT Client Questionnaire that you can modify and use in your own practice!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.