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Estate Planning for Charitable Giving

Estate Planning for Charitable Giving

SELF-PACED ONLINE COURSE: ABA ELEARNING

Price: $175 members; $225 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.
Created: July 2014
Estate Planning for Charitable Giving describes proven charitable techniques to accomplish estate and financial planning objectives. This course describes the characteristics and tax advantages of charitable remainder trusts, charitable lead trusts, and pooled income funds. It explains how to apply for exemption status and filing and reporting requirements.
Objectives:
  • 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.
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008