Professional Seminar Series
Cincinnati Children's is proud to offer an annual complimentary continuing education seminar as a service to the Professional Advisor community. Each seminar supplies 2 hours of Continuing Education Credits.
The next seminar will be on November 6, 2014. Register Today. Email firstname.lastname@example.org to be added to our email list announcing all seminars.
The Best Financial Planning Vehicle – the CRT
Presented by Emanuel "Emil" J. Kallina, II, J.D., LL.M.
November 6, 2014
Charitable remainder trusts were a hot topic, and frequently used during the 1990s. However, with advent of 15% federal capital gains rates in 2001, and downturn in the market, the CRT wasn't worth the time and effort to create, and added complexity to donors' lives. Now the times have changed, and the CRT is back in vogue!
Previous Topics Include:
Beyond Gifts of Cash: Charitable Planning with Illiquid Assets
Building Flexibility into the Estate Plan
Creative Planning: Gifts of Illiquid Assets
Overview of Charitable Planning Ideas and Estate Planning Update 2011
Legislative Update: What’s New and What Might be Right Around the Corner
Business Succession Planning: Designing, Implementing and Maintaining a Business Succession Plan
Please contact Stacy C. Blomeke at 513-636-1192 or email@example.com with questions.