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Seminar Materials - CRT, CRAT, CRUT and all that CRAP! (advanced estate planning through charitable gifting)

Seminar Materials - CRT, CRAT, CRUT and all that CRAP! (advanced estate planning through charitable gifting)

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Seminar Materials - CRT, CRAT, CRUT and all that CRAP! (advanced estate planning through charitable gifting) ...
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Materials alone do not qualify for CLE credit.

Table of Contents

 

CRT, CRAT, CRUT and all that CRAP!

(advanced estate planning through charitable gifting)

Cosponsored by the OBA Estate Planning, Probate and Trust Section

 

A.              Bar Ad

 

B.              General Seminar Information

 

C.              Biographies

 

D.              Overview of Charitable Trusts and Split Interest Trusts

                              Dawn Hallman, Hallman & Associates – Norman

 

E.               Discussing Charitable Gifts with Clients

                              David Hall, Salvation Army – Oklahoma City

                 

F.               Charitable Gift Annuities

                              Amy Akins, Estate and Gift Planning, American Cancer Society, Inc.

G.              Fitting the Right Charitable Vehicle to your Client's needs - Private Foundation,  Support Organization and Donor-Advised Fund

                              Joe Carter, Oklahoma City Community Foundation

 

H.              Advanced Charitable Planning for 2016 and Beyond

                              Michael Romero, The Baptist Foundation of Oklahoma

 

I.                 Tax Issues and Considerations in Charitable Planning

                              Donna Jackson, Donna J. Jackson & Associates

 

Materials alone do not qualify for CLE credit.

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