North Central Florida Estate Planning Council September Member Meeting
Join us for "The ABC's of CRTs", a comprehensive exploration into the world of Charitable Remainder Trusts (CRTs) tailored for professional advisors. Presented by our very own Paul Caspersen, this presentation will provide a clear CRT primer, explore the strategic benefits of Testamentary CRTs in the context of the SECURE Act 1.0 and 2.0, navigate the complexities of funding CRTs with intricate assets like real estate or closely held businesses, and delve into the critical question of whether a charity should trustee and who should serve as trustee. Gain valuable insights and tools to help guide your clients effectively and elevate your understanding of this powerful income tax and estate planning tool.
To register, please click here or use the link below.
