Estate Planning for Charitable Giving


Describes proven charitable techniques to accomplish estate and financial planning objectives and the characteristics and tax advantages of charitable remainder trusts, charitable lead trusts, and pooled income funds. Explains how to apply for exemption status and filing and reporting requirements.

Updated: February 2017
Re-versioned: June 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Define and describe the characteristics of split-interest charitable trusts
  • Explain the tax considerations for exempt and nonexempt charitable trusts

​Audience​​​

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

 

Course Credits

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​Questions? Please contact training@aba.com for more information.
 

 Benefits of Self-Paced Training

 
  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available
 

 Registration & Pricing

 

Individual Purchase:
ABA Member • $175
Non-Member • $225

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.​

 

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