Easy-to-read handbooks on charitable remainder trusts for the advisor or the fundraiser consisting of five individual e-books in a series. Discover what you need to know to advise your client and set up the right trust for the client’s needs and individual situation. CRTs can offer substantial benefits if you know how to use them effectively. Ramp up your expertise with these Step-by-Step Guides.
Master the different types of charitable remainder trusts and how the motivations of a client lead to the use of one type over another.