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.
- Program Title: Charitable Remainder Trusts: Misunderstood and Underused
- Speaker: Bruce Givner
- Duration: 65 minutes
ABOUT THE SPEAKER
J.D., LL.M. (Taxation)
Bruce Givner, J.D., LL.M. (Taxation), is of counsel to KFB Rice, LLP, is a SuperLawyer who has had a Martindale-Hubbell AV preeminent 5.0 out of 5 peer review rating for 34 years. He is a graduate of UCLA, Columbia Law School and NYU’s LL.M (Tax) program. He has been practicing tax law for over four decades, in income tax planning, estate tax planning, sophisticated retirement plans, asset protection planning, charitable planning, capital gain planning, tax litigation, and the representation of high net worth and high income families, individuals and their closely held corporations. He is the author or co-author of over 100 professional…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.