The Mathematics of Charitable Planning


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About This Course

Tax, estate and charitable planners have the opportunity to do tremendous good for charitable causes while saving their clients tax dollars and providing recognition and security. Charitable Remainder Trusts, Charitable Lead Annuity Trusts, the transfer of Remainder Interests, and Qualified Charitable Dispositions of IRAs are all popular techniques that can provide significant tax and charitable benefits.

This program will review each of these techniques and show how the calculation and illustration of the techniques can help both the planner and the client to understand how the technique works and to see how it can actually impact their planning.

The program will include the following:

  • Illustrations of Charitable Remainder Uni-trusts and Charitable Remainder Annuity Trusts.
  • Illustration of Flip NIMCRUTs for effective income tax deferral.
  • Illustration of Remainder Interest gifting.
  • Illustrations of testamentary charitable dispositions and Charitable Lead Annuity Trusts to eliminate estate taxes and provide estate tax free benefits to family members.

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