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Event Profile

WEBCAST ENCORE - CRT, CRAT, CRUT and all that CRAP! (advanced estate planning through charitable gifting) (6 total credit hours/includes no ethic credits)

May 5, 2017

Location: OBA Webcast Encore - anywhere with a computer

This event has a fee

NOTE: A 30 minute break has been added to this Webcast Encore

OBA/CLE presents:

CRT, CRAT, CRUT and all that CRAP!

(advanced estate planning through charitable gifting)

Cosponsored by the OBA Estate Planning, Probate and Trust Section


NOTE: In order to obtain credit for this webcast encore it MUST be viewed on 5/5/2017 starting at 10 am CST, because this program is being broadcast at that date and time, the credit is considered unlimited (live) credit by OBA/MCLE.

CLE CREDIT: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 6 hours of mandatory CLE credit, including 0 hours of ethics.

TUITION: Registration for the webcast is $200. Seniors may register for $75 and members licensed 2 years or less may register for $100.

NOTE: This program is NOT approved for Texas credit. The Texas Bar will not permit members to submit online programs for Texas credit.

CHECKPOINTS: This program will contain random checkpoints. In order to submit credit for this program, you must confirm your presence at the checkpoints. If you do not meet the checkpoint requirement you may not receive credit for the live program. The checkpoint submission is entirely dependent on your successful completion of the system check.

NOTE: At the end of the program click on the “Credit Submission Tab” to go to your credit profile and begin the credit submission process. Please remember to submit credit on the day of the event.


Program Planner

Dawn Hallman, Hallman & Associates, P.C. - Norman


TOPICS COVERED

* Overview of Charitable Trusts and Split Interest Trusts

Dawn Hallman, Hallman & Associates – Norman

* Discussing Charitable Gifts with Clients

David Hall, Salvation Army – Oklahoma City

* Charitable Gift Annuities

Mary Ruth Barnes, American Cancer Society - Ada

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

Joe Carter, Oklahoma City Community Foundation – Oklahoma City

* Advanced Charitable Planning for 2016 and Beyond

Michael Romero, The Baptist Foundation of Oklahoma – Oklahoma City

* Tax Issues and Considerations in Charitable Planning

Donna Jackson, Donna J. Jackson & Associates – Oklahoma City

NOTE: A 30 minute break has been added to this Webcast Encore

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