Focuses on the variations of the CRT, how they differ and how they are the same, which type of trust is best for what client, and most important, the steps in the planning process for the client/donor. You will know exactly how to start the conversation, and what to do next for each of 5 steps until the deal is closed.
Covers a case study on using appreciated securities as the funding asset for a CRT. It will lead you through three different types of CRT to use with publicly traded stock, depending what you hear from your client/donor. Most people think it is a just a black and white non-issue, use an SCRUT. I suppose what you don't know won't hurt you—but it will hurt your client. Through three iterations of the case study you will learn exactly how to use the right type of CRT depending on your client's situation and motivation, creatively and correctly.
It will cover what you need to know to use real estate as a funding asset while keeping you and your client safe from potentially nasty repercussions if you lead them incorrectly in the design or implementation of a real estate gift into a CRT. This is a critical module for effective planning.
These four modules will get you up and running in no time flat. Bonus materials will assist you in working with your client. Get started now. Double your AUM easily with CRTs if you manage funds, fill your pipeline if you are a fundraiser, and for CPAs and attorneys, get the real facts of how these work. If you don’t think there is a lot of incorrect information out there online, please see my blog post category called “Stupid Things People Say About CRTs”. That says it all!