Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. Despite recent changes in transfer taxes that have greatly reduced the number of taxable estates, today’s planned giving professionals should have a basic level of understanding and comfort with the lead trust concept. This class will work through several examples of lead trusts, giving the attendee a general sense of when the lead trust makes sense, and when it does not.

Who can benefit from this class?

This class is designed for planned giving professionals, estate planners, and trust officers who want to explore the details and varieties of this unusual gift vehicle. Participants should have some level of experience or familiarity in planned giving and / or estate planning. Advance preparation for the course is not necessary.

Topics Covered

  • Grantor, non-grantor, and super grantor lead trusts, balloon and “Shark Fin” lead trusts
  • Gift and estate taxation
  • Income taxation
  • Generation skipping taxes
  • Asset selection
  • Investment considerations, and
  • Inter-vivos and testamentary lead trusts.
CalenderList

Lead Trust School (ONLINE 6 hours over 2 days)

Lead Trust School (ONLINE 6 hours over 2 days)
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
March 24, 01:00PM ET

Lead Trust School (ONLINE 6 hours over 2 days)

Lead Trust School (ONLINE 6 hours over 2 days)
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
October 28, 01:00PM ET

Lead Trust School (ONLINE 6 hours over 2 days)

Lead Trust School (ONLINE 6 hours over 2 days)
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
July 28, 01:00PM ET

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 19, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 21, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 21, 09:00AM EST
Cambridge, MA

Lead Trust School

Lead Trust School
Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. DespiteRead More
Software Training
June 20, 09:00AM EST
Cambridge, MA
CalenderList

October 2020

28
Lead Trust School (ONLINE 6 hours over 2 days)
Software Training
Down
Lead Trust School (ONLINE 6 hours over 2 days)
Software Training
Up

Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. Despite recent changes in transfer taxes that have greatly reduced the number of taxable estates, today’s planned giving professionals should have a basic level of understanding and comfort with the lead trust concept. This class will work through several examples of lead trusts, giving the attendee a general sense of when the lead trust makes sense, and when it does not.

Read More
October 28, 01:00PM - October 29, 04:00PM ET
Online (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.

March 2021

24
Lead Trust School (ONLINE 6 hours over 2 days)
Software Training
Down
Lead Trust School (ONLINE 6 hours over 2 days)
Software Training
Up

Charitable lead trusts, while rarely consummated, remain a topic of lively conversation amongst gift planners and professional advisors. Despite recent changes in transfer taxes that have greatly reduced the number of taxable estates, today’s planned giving professionals should have a basic level of understanding and comfort with the lead trust concept. This class will work through several examples of lead trusts, giving the attendee a general sense of when the lead trust makes sense, and when it does not.

Read More
March 24, 01:00PM - March 25, 04:00PM ET
Online (Note: class will be from 1:00pm - 4:00pm ET each day),

Cost is $295 per attendee. Registrants will receive login information prior to the training.