Lead Trust School Overview

Lead trusts are an important consideration for prospects interested in minimizing transfer taxes and making charitable gifts. In this course estate and financial planning concepts such as capital gain taxation, transfer taxes, wealth replacement and qualified retirement plans are related to charitable gift planning.

Fees and Policies
Training Location Detail

Who can benefit from this class?
This class is designed for planned giving professionals, estate planners, and trust officers who want to gain confidence with this valuable charitable giving tool. Participants must have a strong background in planned giving or estate planning to attend this class. Advance preparation for the course is not necessary.

Topics Covered
This course covers grantor and non-grantor lead trusts, gift and estate taxation, income taxation, generation skipping taxes, asset selection, investment considerations, and inter-vivos and testamentary lead trusts.

Schedule for the Day

The session runs from 9:00 a.m. to 4:00 p.m.
Two 15 minute breaks, morning and afternoon with an hour for lunch on your own at noon.
Continental breakfast will be provided before the start of the session and refreshments during breaks.
Please be in the room by 8:30 a.m. so that the session may begin on time.

PG Calc Incorporated is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

CPE and CFP credits: 7.0 Prerequisite: None. Course level: Advanced. Instructional method: Group-live. For information on policies on cancellations, complaints or refunds, please contact Dyke Tilt at (888) 474-2252.

		Getting Started What is Planned Giving Start Your Planned Giving Program Grow Your Existing Program Products Calculation & Proposal Software Web Marketing Applications Administration Software Publications Services Starting a Program Program Assessments Gift Annuity State Registration Gift Planning Staff Support Donor Support Direct Mail Personalization Cross-Border Giving Gift Administration Services Compliance Reporting Gift Administration Staff Support Support Knowledge Base GiftCalcs/GiftStory Log-in IRS Discount Rate Software Updates eRate Newsletters Non-Profit Resources Training Group Classes Training Options Calendar & Registration Fees & Policies Events Speaking Engagements Conferences Company About Us Our Staff Our Clients Contact Us

Our Solutions > Program Planning Overview Starting up a Program Program Assessments Gift Annuity State Registration Gift Annuity Resource Manual Planned Giving for Canadians > Gift Planning Overview Planned Giving Manager GiftStory GiftCalcs BatchCalcs Staff Support Donor Support Cross-Border Giving > Gift Administration Overview GiftWrap Pooled Fund Organizer Gift Administration Services Compliance Reporting Staff Support		Lead trusts are an important consideration for prospects interested in minimizing transfer taxes and making charitable gifts. In this course estate and financial planning concepts such as capital gain taxation, transfer taxes, wealth replacement and qualified retirement plans are related to charitable gift planning. Fees and Policies Training Location Detail Who can benefit from this class? This class is designed for planned giving professionals, estate planners, and trust officers who want to gain confidence with this valuable charitable giving tool. Participants must have a strong background in planned giving or estate planning to attend this class. Advance preparation for the course is not necessary. Topics Covered This course covers grantor and non-grantor lead trusts, gift and estate taxation, income taxation, generation skipping taxes, asset selection, investment considerations, and inter-vivos and testamentary lead trusts. Schedule for the Day The session runs from 9:00 a.m. to 4:00 p.m. Two 15 minute breaks, morning and afternoon with an hour for lunch on your own at noon. Continental breakfast will be provided before the start of the session and refreshments during breaks. Please be in the room by 8:30 a.m. so that the session may begin on time. PG Calc Incorporated is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. CPE and CFP credits: 7.0 Prerequisite: None. Course level: Advanced. Instructional method: Group-live. For information on policies on cancellations, complaints or refunds, please contact Dyke Tilt at (888) 474-2252.

			Search: