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.